Why are general ledger account transactions not visible?

Modified on Mon, 13 Nov 2023 at 04:11 PM

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.


In the trial balance and the 'Profit and Loss' and 'Assets and liabilities' overviews, clicking on a general ledger account allows you to view all transactions posted to that account.


However, these transactions are only visible when the trial balance or general ledger account view is set to Commercial.


TIP!

The selected view in the trial balance also applies to the 'Profit and Loss' and 'Assets and liabilities' overviews.


Hover your mouse over the Financials icon in the navigation bar and then click on Trial balance,

In the now-opened screen, click on the general ledger account of which you want to view the posted transactions.


The following screen is opened:



The posted transactions are not visible on the general ledger account when the view is set to Fiscal.



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