How to download Ledger Statement?
To view your Ledger Statement in the Back Office, follow these steps:
Navigate:
- Log in to your Back Office.
- Select "Ledger" from the shortcut arrow at the top center of the page.
Output Format: Choose your preferred format:
- View the report on screen.
- Export the report as Excel or PDF for offline viewing.
Date Range:
- Set the date range for the period you wish to review.
- If you need to view data from a different financial year, change the year at the top right corner of the page.
Detailed Report: For a detailed view of each transaction, tick the 'Tradewise' option and also tick 'Print Vallan Details'.
Summary Report: For a summarized view, tick the 'Tradewise' option and leave 'Print Vallan Details' unticked.
Generate: Click "View" or "Submit" to generate and access your Ledger Statement.
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