Overview
The general ledger shows all transactions for selected accounts within a date range. Each entry links back to its source document (invoice, expense, payment, or journal entry) so you can drill into the detail.
Beeswax uses double-entry bookkeeping — every transaction has a debit and credit side, ensuring your books always balance.
Filtering & Date Range
| Filter | Description |
|---|---|
| Transaction Account | Select up to 4 accounts to view their transactions side by side |
| Date Range | Choose a start and end date to scope the ledger view |
The date range defaults to the current financial year. Use the date picker to adjust the period.
Reading the Ledger
Each ledger entry shows:
- The date of the transaction
- A description linking to the source document (invoice, expense, payment, etc.)
- The debit or credit amount
- The running balance for that account
CSV Export
The general ledger can be exported to CSV for use in external accounting software or spreadsheets. The export includes all visible transactions for the selected accounts and date range.
Permissions
- Owners, Super Admins, and Accountants can view the general ledger and export to CSV
- Admins, General Users, and Clients cannot access the ledger
Note: Ledger access requires the accounting add-on on your subscription plan. Trial accounts have access by default.