View Ledger Items

Use the Ledger tab to view credit and debit transactions associated to a purchased portfolio.

To view ledger items

1. In the Navigation Explorer pane, click Purchases.

2. Double-click a purchase name. The information appears in the Information pane.

3. Click the Ledger tab.

4. To view all credit and debit transactions for the portfolio, click the All tab.

5. To view uncleared credit transactions for the portfolio, click the Receivables tab.

6. To view uncleared debit transactions for the portfolio, click the Payables tab.

7. To view transaction details, click the plus sign (+) next to a transaction type.

Related Topics

Ledger Items

Purchases

Data Grids