🚀What’s New: Select or Update Ledgers Directly in Transaction Grid Line Items🚀

You can now select or update ledgers directly from the transaction details grid Line Items in the following modules:

  • Journal Entry
  • Employee Claim
  • Expense
  • Record Income

How Does It Work?

  1. Open the required transaction.
  2. In the transaction grid, double-click the Ledger column.
  3. Search for a ledger using its account number or name.
  4. Select the required ledger to add or replace the existing ledger.

The ledger list displays only eligible detail-level ledger accounts. This makes it easier to find and select the correct account.

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Why Is It Useful?

Previously, users had to click Add Items and select a ledger from a list that included both header-level and detail-level accounts.

With this enhancement, users can select or update a ledger directly within the transaction details grid by double-clicking the Ledger column.

This simplifies ledger selection, reduces unnecessary navigation, and makes transaction entry faster and more convenient.