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Help · Finance

Choose your ledger report layout

Read original new-ledger statements with complete totals and Print.

Open Ledger Reports

Go to Finance → Ledger Reports. Classic opens first unless you saved another choice. The new workspace has Trial Balance, Profit & Loss and Balance Sheet section tabs over the same response.

Try the new layout and View old layout switch both ways. Make this my default or Make old layout my default saves your own institute-specific choice for this report; other users keep theirs. An explicit layout link overrides the saved choice for that visit. Retry a failed save; the previous default remains.

Read the same books

The initial range is 1 January this year through today. Change From/To, then press Get Reports. From must not exceed To; repeating the same request refreshes it. Draft dates leave the loaded report unchanged. Retry uses the submitted range.

Original signed amounts, zeros, wrong-side warnings, brought-forward/period balances, retained result and server totals remain. Balanced or Out by reflects the original computed Trial Balance and Balance Sheet differences. Profit & Loss covers the period; Balance Sheet is as at To. Existing campus restrictions and school-wide entries remain. If the new ledger is not enabled, the existing informational notice remains.

Review and Print

Search and pagination affect only the active section. Complete report totals stay unchanged. Print complete report includes all original sections, rows and school branding, independent of section tabs, search or pagination. No new sorting or export is added. Pending/error hides stale rows and Print; Retry reloads submitted filters.

This layout reads the new ledger; it does not post entries, change balances or grant access.

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