Apptivo Ledger App

ledger icon

Ledgers

Apptivo Ledger application is a tool that lets you make an accounting ledger or journal to manage your business transactions. It helps your business in maintaining easy bookkeeping by creating journals, ledgers, trial balance and balance sheet. Effectively keeps track of financial transactions and is used to generate the company’s financial statements.

Application Features

Easy to create ledgers, giving you a complete control of your accounting data in a chronological manner. You can create a new journal newly or by using journal templates, created earlier.

journal creation

A flexible configuration of financial calendar and periods. You can easily define custom financial periods, in which you want to record the transaction. You can keep periods open as long as you need, based on the transaction.

accounting calendae and periods

A closely integrated accounting rule feature for the Apptivo Invoices & Expense Reports App. Create and configure your own accounting rules, based on which a journal will be created automatically.

accounting rules

account types ledger

Journal & Account Types

There are predefined categories of accounts and journals seeded for your convenience with complete hierarchy. You can also create your own Account Types and Journal Types, accordingly.

customizable view ledger

Customizable Views & Layouts

Apptivo provides unparalleled flexibility of customizations. Unlimited custom fields and sections, show or hide the fields in the creation page, create and configure list layouts, customize the standard views and creating views from search results, and much more.

integration with xero

Integration with Xero

A smart accounting integration to manage invoicing, bank reconciliation, bookkeeping and more. You can instantly import the accounts from Xero, and effectively sync your transactions across.

recurring journal

Recurring Journal

Ability to create recurring expense and income transactions based on specific schedules. You can reverse the transactions with just one click.

Integrated Applications

Ledger App integrates seamlessly with the following applications

Invoices

Ledger     Invoices

Using Apptivo Ledger App, you can maintain a record of all transactions or amounts invoiced to your customers, as well as all credits and debits issued to them, and all payments made against invoices by them. All invoices paid can be automatically mapped to the Ledger App. Learn More about Invoices App

Invoices

Using Apptivo Ledger App, you can maintain a record of all transactions or amounts invoiced to your customers, as well as all credits and debits issued to them, and all payments made against invoices by them. All invoices paid can be automatically mapped to the Ledger App.  Learn More about Invoices App

Expense Reports

Besides tracking all your receiving invoices, Apptivo Ledger App also manages all the expense data for your company. All the expenses from the Expense Reports App can be automatically mapped to the Ledger App.  Learn More about Expense Reports App

Documents

Having integrated with the Documents App, all documents and files associated with the ledger can be duly attached to respective ledger record. You also have the ability to email the documents right after attaching it. Learn More about Documents App

Emails

Offers you an unique email experience. Easily send out emails from Ledger App and have quick access to all emails related to the created journal on the go! Learn More about Emails App

Notes

Having integrated with Notes App, you can quickly write down small pieces of information that are related to the Ledger. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.

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