Navigating the Ledger
The Digits Agentic General Ledger™ is your firm’s authoritative source of truth for every financial activity that touches the books. Every accounting entry—manual, imported, or generated automatically—flows through this tab. It’s where you investigate anomalies, resolve client questions, and maintain complete auditability with full visibility into your data.
Whether you're reviewing client activity, troubleshooting discrepancies, or closing the month, the Digits Agentic General Ledger™ is the foundation of accurate, real-time accounting.
How to Access the Ledger
In the left navigation, click Accounting.
Select Ledger.
You’ll land on a complete, filterable view of your financial activity.
Viewing by Category
The Category view organizes data by chart of accounts, making it easy to review balances, reconcile activity, and validate categorization.
How it works
The left sidebar displays your account hierarchy, grouped by account type.
Accounts appear numerically by account number, or alphabetically if no number exists.
Only accounts with activity or a non-zero balance are shown for the selected period.
Navigation Tips
Hover over a category to reveal a checkbox and filter to that category only.
Click any category name to jump directly to its section in the Ledger.
Transaction counts appear on the right side of each category.
Parent accounts include totals from all nested sub-accounts.
Filters
Party
Amount
Source
Matched Status
Department
Location
Transaction Type
Reviewing Past Transactions
Use the date selector at the top of the Ledger to shift across months, quarters, or years.
How to change the date
Click the date range (e.g., June 2025).
Choose from presets like Last 3 Months, Year to Date, or any past period.
Select Custom Range to define your own start and end dates.
If you’re troubleshooting unusual balances, missing data, or need help optimizing your Ledger workflow, reach out anytime: [email protected]