How to print the ledger in PDF or Excel format.

1.  Go to Reports.
2. Select General Ledger.
3. From the Period dropdown menu, choose one of the following options:

   This Month	Generates the report for the current month.
   This Quarter	Generates the report for the current quarter.
   This Year	Generates the report for the current calendar year.
   This Financial Year	Appears when you enter a Year End Date in Financial Settings. Dates default to a 12-month period based on the entered month and day
   Last Month	Generates the report for the previous month.
   Last Quarter	Generates the report for the previous quarter.
   Last Year	Generates the report for the previous year.
   Last Financial Year	Appears when you enter a Year End Date in Financial Settings. Dates default to the previous 12‑month financial year.
   Custom	Enter the date range you want to report on.

   If needed, click More and specify a Type and/or Category
   

   NOTE:

   To view details of which transactions make up each of the values on the report, click the relevant line. You can then view the details of each transaction by clicking the relevant line.

    

    

4. Enter the transaction's reference or value in the search box.
5. Choose Export Summary or Export Detailed.
   

   Summary	Shows the account, opening balance, total debits, total credits, and closing balance.
   Detailed	Shows all transactions within the selected period, including date, reference, type, debit, and credit amounts, and analysis type if enabled.

6. Export as CSV or PDF:
   

   CSV	Downloads to your default folder or a chosen location.
   PDF	Opens in a new browser tab or window.