Financials Module: Financial Ledger
The Financial Ledger allows you to easily find all of your Members' Financial Records.
- Go to the Financials Module: Ledger Page
- Search by:
- Name
- Obligation
- Amount (search by = to, <, or >)
- Reference
- Date Range (Due Date Start and Due Date End)
- Ensemble
- Type (All - including Members with a $0.00, Past Due, and Open Balance)
- *Note: The default Search setting is for the Type: Open Balance.
- Or use the query Search by to search
- Then click "Details" next to the Member's Name that you want to select