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How to View the Ledger Summary

Introduction #

The Ledger Summary provides a comprehensive view of all financial transactions recorded in your general ledger. This article provides a step-by-step guide on how to view the Ledger Summary in the Cosmic ERP Accounting module.

Prerequisites #

There are no specific prerequisites required to view the Ledger Summary.

Steps to View the Ledger Summary #

  1. Login to Cosmic ERP
    • Enter your credentials and click on the login button.
  2. Navigate to Accounting System
    • Once logged in, locate and click on the Accounting System from the main menu.
  3. Access Double Entry
    • In the Accounting System, find and click on the ‘Double Entry’ option.
  4. Select Ledger Summary
    • Click on the ‘Ledger Summary’ option within the Double Entry section.

Conclusion #

Viewing the Ledger Summary in the Cosmic ERP Accounting module is a simple process that allows you to access a comprehensive overview of your financial transactions. Following these steps will help you maintain a clear and organized view of your financial records.

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