Find the Ledger for an Account

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Here's how to view the detail accounting ledger for a customer. This process begins by finding the account containing the ledger you're looking for.

By the way, the format of the ledger is slightly different depending on whether the customer is a Balance Forward account or an Open Item account.

 

1. Find the account with the ledger you want by using one of the following:

Account Number

Bill To Last Name

Company Name

Bill To Street Number

Bill To Street Name

Phone Number

Serial Number

Delivery Street Number

Delivery Street Name

People Associated with an Account

 

2. Regardless of how you get to the account, the detail account screen for that customer will be displayed.

3. Left-click the tab.

4. This will display the detail accounting ledger for the account.

5. Left-click the other tabs to display other information about the account...or...

6. Left-click the close button to return to the Lynx Main Menu.