Financials Module: Financial Ledger

The Financial Ledger allows you to easily find all of your Members' Financial Records. 

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