Help centre
Keep your ledger clear and traceable
Review, find, and categorise financial events while preserving statement lineage.
Review and organise the ledger
For people reviewing transactions.
Keep the ledger useful
- 1Start from the selected Space so the transactions share one clear context.
- 2Use search, date, and category filters to narrow the review rather than scanning the entire history.
- 3Create or apply a category only when it improves the clarity of future reporting.
- 4Return to the source statement or account when a number needs explaining.
Understand the role of the ledger
The Ledger is the source of truth for the operational record. Dashboards and insights are derived from it, so careful review here compounds into more reliable visibility elsewhere.
Put this into practice
Open the relevant Ratio workflow when you are ready.