Ledger Mergers Overview

Article sections

    Introduction

    The consolidation of multiple separate ledger accounts into a unified or single ledger, often to streamline financial data management and reporting.

    The ‘Ledgers Mergers’ app assists organizations in combining and harmonizing disparate ledger accounts. It automates the process of merging ledger entries, ensuring accurate and efficient integration of financial data.

    Portlets & Widgets

    In the layout view, a Portlet accurately represents each functionality, and its corresponding data is precisely viewed as a Widget. The following section includes the default portlets and widgets of the Ledger Mergers App.

    Details

    Ledger merger details encompass the information related to the process of combining multiple ledger accounts into a single, unified ledger

    Field name Description
    Duplicate Ledger Displays the name of the duplicate ledger, a duplicate ledger refers to an additional or redundant ledger account that contains the same financial information as another existing ledger
    Actual Ledger Name of the actual ledger is displayed, an actual ledger is the primary ledger that contains accurate and up-to-date financial transactions and records
    Delete Duplicate Ledger The system displays whether to delete the duplicate Ledger or not

    Activity Log provide users with essential information, notifications, and real-time updates to keep them engaged and informed about key activities in apps related to updates, notifications, and stage changes.

    Field name Description
    Comments User can comment or enter short notes about the ledger merger
    Audit
    Created Date Displays the creation date of the ledger merger
    Created By Displays the name of the person who created ledger merger
    Last Updated Date Displays the last recent modifications made to the ledger merger
    Last Updated By The name of the person who updated ledger merger
    Status The current status of the ledger merger is displayed
    Time-Line This widget tracks all the activities within the app
    in Ledger Mergers
    Table of Contents