The journal entries view lets you explore all activity for a specific GL account within a selected quarter. You access it by clicking View journal entries from the accounts list in a ledger.
The view opens as a side panel with two panels:
- Left — a paginated list of journal entry lines for the selected account and quarter, with filters
- Right — the full details of the selected entry
Left panel — entry lines
The header shows the account and quarter context: [Code] - [Account Name] / Journal entries / Q[N] YYYY.
Each row in the list represents a single journal entry line and shows:
| Column | Description |
|---|
| Journal entry | Entry number (e.g. JE-001) |
| Entry date | Date of the journal entry |
| Status | Posted (green) or Draft (gray); posted entries include the posting date |
| Rule | Code of the accounting rule that generated the line |
| Debit | Amount if the line is a debit; — otherwise |
| Credit | Amount if the line is a credit; — otherwise |
Filters
Use the filters dropdown to narrow results:
- Type — filter by
Debit or Credit lines
- Date range — filter by entry date (
date__gte / date__lte)
- Search — search by invoice number, customer, or amount
Right panel — entry details
Click any line in the left panel to open its full journal entry on the right. The panel shows:
- Entry number and status (with posting date if posted)
- Total debit and total credit for the entry
- Related entities: customer, subscription, invoice (when applicable)
- Exchange rate and exchange rate date (shown only when rate ≠ 1)
Entry lines spreadsheet
All debit and credit lines of the entry are displayed in a compact spreadsheet:
| Column | Description |
|---|
| Rule | Accounting rule code |
| Account | GL account code and name |
| Debit | Amount if the line is a debit |
| Credit | Amount if the line is a credit |
Is something still unclear? Don’t hesitate to reach out to our team via the
in-app chat if you need additional support.
