Printing ledger cards

You can print out the details of a ledger card from the Accounts Ledger. This is useful for checking the accounts postings that have been made and reviewing the work undertaken. Printing ledger cards produces an XML file, displayed in your web browser, which you can then print on your default Windows printer.

To print a ledger card:

Firstly, select the desired matter using the Select Matter button, if not already selected.
Select the desired ledger, e.g. Client Overview. All the accounts postings relating to the selected ledger are displayed.
Right-click the accounts postings in lower browse window and from the shortcut menu, select Function, then Print Preview. The printout is generated and displayed in your browser's Print Preview window.
Use the browser's Print button to print the results.

Notes

Ledger card printouts also include header information such as, client/matter name, description and codes, etc.
When there is an account note recorded against the selected matter, this is included at the end of the ledger printout.
You can also print multiple ledgers for a selected client. See Printing multiple ledgers.