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

1. In the ledger table, find the entry.
   
   

2. Click the Delete beside it.
   
   

3. Confirm deletion when prompted
   

4. Deleted transactions move to the Deleted Ledgers tab for reference.

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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 update 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.