Contact ledger

The contact ledger is a statement for a single customer or supplier: every debit and credit involving them, in date order, with a running balance so you always know where you stand. It's the report to open when someone asks "what does my account say?"

🔷 For managers & admins

Reading the ledger needs accounts.reports.read and the accounting module at full level.

Screenshot pendingRoute /accounting/reports/contact-ledger with a contact selected

Open the Contact Ledger from the accounting reports to statement one contact.

Run the report

1. Open Contact Ledger from the accounting reports.
2. Choose the Contact (a customer or supplier).
3. Set the From and To dates.
4. The statement lists every transaction, with debits, credits and a running balance.

What it shows

Column	Meaning
Date	When the transaction posted
Description	What it was
Reference	The source document number
Debit	Amount added to the contact's balance
Credit	Amount reducing the contact's balance
Balance	Running balance after each line

A summary shows Total Debits and Total Credits for the range.

From aging to detail

Spot an overdue figure on the aging report? Open the contact ledger for that customer to see exactly which invoices and payments make it up.

Next steps

• Receivables & payables aging
• Manual journals
• Customers