General Ledger Overview
The General Ledger Overview is the landing tab of the GL module. It shows how much has moved through the ledger this month, where the activity is concentrated, and when the books were last closed.
Where to find it
Go to General Ledger. Overview is the first tab.
Summary cards
| Card | What it shows |
|---|---|
| GL Movements (Month) | The number of ledger lines posted this month, across all transaction sources. |
| Journals (Month) | Manual journal entries posted this month, with how many were cancelled. |
| Active Accounts | How many ledger accounts are in use. |
| Last GL Close | When the ledger was last closed, or Never where there is no closing on record. |
Last GL Close reading Never is worth acting on. Nothing prevents a posting being dated back into a period you have already reported or filed, which is exactly what GL Closing exists to stop.
Debit / Credit Activity
Debit and credit volume over time, selectable across the last month, six months or year. It shows the ledger's overall throughput — a sharp change usually means a new transaction source came online, or one stopped.
Most-Active Accounts
| Column | Description |
|---|---|
| Account | The ledger account. |
| Moves | How many postings hit it in the period. |
| Debit / Credit | The volume in each direction. |
Where there has been no activity the panel reads No account activity this month.
An unexpected account near the top is worth investigating. High traffic on a default or suspense account usually means records are missing their own ledger codes — Missing Ledger Codes will name them.
Recent GL Movements
| Column | Description |
|---|---|
| # | The transaction reference. |
| Date | When it posted. |
| Account | The account affected. |
| Memo | The narrative on the line. |
| Debit / Credit | The amount and direction. |
Sources are labelled by type — Journal, Delivery, GRN, Bank Payment, Bank Deposit, Bank Transfer, Customer Receipt, Customer Credit, Inventory Adjustment, Location Transfer — so you can see at a glance which module produced each line.
Quick Actions
| Action | What it does |
|---|---|
| New Journal Entry | Post manually. See Journal Entry. |
| Budget Entry | Record planned figures. See Budget Entry. |
| GL Inquiry | Drill into accounts. |
| Journal Inquiry | Browse manual journals. |
| Chart of Accounts | Manage GL accounts. |
| GL Reports | Trial balance and ledger reports. |
Related pages
- GL Inquiry — postings by account
- Journal Inquiry — manual journals
- GL Closing — locking a period
- Missing Ledger Codes — records using the default account