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CA Cloud Desk

Ledger Guide

Learn how to view, filter, and manage the Ledger in CA Cloud Desk—track client-wise transactions, add invoices or receipts, and share or download ledger details. Use the Video Tutorial link in the left sidebar to jump to the video, or download the PDF guide below.

Overview

The Ledger in CA Cloud Desk lets you view and analyze all billing transactions in one place. You can filter by client, branch, financial year, date range, and amount. From the Ledger screen, you can quickly add new invoices or receipts, and share or download ledger details via Email, WhatsApp, PDF, or Excel.

1 Open Billing Module

From the CA CloudDesk left navigation menu, go to BILLING and select Ledger to start the process.

Path: Left Navigation → BILLING → Ledger
Billing module with Ledger tab selected in CA Cloud Desk
Select Billing in the left sidebar, then click the Ledger tab.

2 Filter Ledger Details

You can view and analyze ledger details using the following filters:

Payment Ledger filters: Client, Client Group, Branch, Amount Range, Financial Year, Date Range
Use the filter bar to narrow ledger entries by Client, Client Group, Branch, Amount Range, Financial Year, and Date Range.

Client

  • View ledger for a specific client.

Client Group

  • Filter ledger by client group.

Branch

  • View branch-wise ledger records.

Amount Range (Min / Max)

  • Filter transactions based on amount.

Financial Year

  • Select the required financial year.

Date Range

  • View ledger entries between specific dates.

3 Add Invoice or Receipt

Click on the ➕ (Plus) icon to directly add a new Invoice or create a Receipt from the Ledger screen.

Plus icon with Add Invoice and Add Receipt options
Click the ➕ button to open the menu and choose Add Invoice or Add Receipt.

4 Share & Download Ledger

You can share ledger details via Email or WhatsApp and also download the ledger in PDF or Excel format for reporting and record-keeping.

Share via Email and WhatsApp, download as PDF or Excel
Use the Email, WhatsApp, PDF, and Excel icons to share or download ledger details.

Video Tutorial

Watch the video below for a step-by-step walkthrough of the Ledger in CA Cloud Desk.

Add your Ledger video tutorial above—paste the embed URL in the iframe src (e.g. from YouTube or Vimeo).

Download PDF guide for offline reference.

Ledger – PDF Guide

Download PDF