Ledger Statement

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Overview

A Ledger Statement provides a detailed view of all Lines recorded in a specific Ledger over a given period. It allows Business Owners to analyze Transactions within a Linked Account, helping them track spending patterns and identify unusual activity.

For example, if Operating Expenses are unexpectedly high, a Business Owner can review the Ledger Statement to pinpoint changes in spending and make informed decisions.

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How to Generate a Ledger Statement

1. Call the Retrieve the Ledger Statement endpoint with:
   1. Business ID
   2. Start Date
   3. End Date
2. Use the returned data to structure the report as a list of transactions made in that ledger over the selected period.

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P&L Best Practices

• Filter by date range – Use a date picker with standard periods like months, quarters, and years to give users control.
• Enable drill-down into Transactions – Users may want to inspect specific Transactions. Use the Journal Entry endpoints to provide detailed transaction data.