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Sales and Purchase Invoice Aggregation in the Account Ledger Print
Sales and Purchase Invoice Aggregation in the Account Ledger Print
Updated over a week ago

In response to evolving business needs, “Edara” has introduced a practical feature allowing users to aggregate sales and purchase invoices in the account ledger print template.

This feature simplifies the representation of financial transactions, offering users a consolidated view of sales and purchase documents related to the same code.

In this article, we will walk you through the steps to use this feature.

How to Aggregate Sales and Purchase Invoice in the Account Ledger Print

- Go to "Settings"

- Open the Print settings

- Select “Print Setup"

- Click on "More actions"

- Select "Edit"

- Select "Template Configuration"

- Activate the option (Aggregate sales and purchase invoices by SO & PO code)

- Click "Save", and make sure to select the users for whom this is available

The following image is an example of the printing format:

Additional Notes

There are conditions to display results as expected when printing:

  • Run the report for one account only.

  • Do not group columns on the results page before printing.

  • Do not filter on the results page before printing.

Here is the basic principle of aggregating some lines in printing:

  • Debit and Credit Columns: The values of rows related to the same document are aggregated.

  • Balance Columns: Calculated based on values after aggregation.

By following these steps, you can utilize the feature to aggregate sales and purchase invoices in your account ledger print, providing a consolidated view of your financial transactions.

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