How do I delete an income or expense record from the ledger?

1. Hover over the Accounts tab and select Ledgers from the menu.

2. Locate the desired entry in the ledger table.

3. Click Delete next to the entry.

4. Confirm the deletion when prompted.

5. The deleted transaction will appear in the Deleted Ledgers tab for reference.

Refer the below images:

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• How do I add a new Expense entry to the ledger?

  Go to Billing → Ledgers. Click Add Expense on the top-right. Enter the relevant expense information. Click Save to add the expense record.

• How do I add a new Income entry to the ledger?

  Go to Billing → Ledgers. Click Add Income on the top-right. Enter the transaction details (date, description, amount, and related matter if needed). Click Save to record the income.

• How do invoices and payments automatically updated in the ledger?

  When an invoice is generated, the invoice amount is added to the Total Invoice. When a payment is recorded, the payment is added to Total Income, and the amount is deducted from Total Receivable. This ensures the ledger stays accurate in real time.

• Benefits of using expense entries

  Simplifies expenses tracking and management Ensure accurate & transparent client billing Reduces manual effort & accounting errors. Helps maintain detailed expense reports for audits or reviews Examples of expense entries - Court filing fee, Travel ...

• How do I search for a specific ledger entry using the search bar?

  On the Ledger page, click into the Search field. Type a date, description, invoice number, or amount. Results will filter automatically as you type.