Ledgers

This is a step by step guide on how to view ledger accounts for your complex

Step 1

Click the My Complex link on the menu and then click the Ledgers link from the drop down menu. This will open the Ledger Accounts page.


Step 2

Under Step 1: Select account(s) click on the search box to search for the ledger account(s) you would like to view.


Step 3

  • A list of available ledger accounts will appear.
  • You can then click on the ledger account you would like to view.



Your selected ledger account will display in the Step 1: Select Account(s) search bar.


Step 4

To select another ledger account to view click on the Step 1: Select Account(s) search bar again.

Step 5

  • A list of remaining available ledger accounts will appear, excluding the one(s) you have already selected.
  • You can then click on one of the remaining ledger accounts to add it to the list of current ledger accounts that you would like to view.



Note: You can repeat Step 4 and Step 5 to add as many ledger accounts as you would like to view at that time.

To remove a selected ledger account click the Cross (x) button next to the ledger account you would like to remove.


Step 6

You can select all the available ledger accounts to view by clicking the Select All button.



You can hold the Ctrl button and click on any ledger accounts to deselect them so that they will be excluded from the list of ledger accounts that you would like to view.


Step 7

Select the From date of the ledger account(s) you would like to view.


Step 8

Select the End date of the ledger account(s) you would like to view.


Step 9

Select the format of how you would like to view the ledger account(s).


Step 10

Click the Submit button to view the selected ledger account(s).