How to Filter the Ledger with the Summary Cards
The four cards at the top of the general ledger page each count something. They now also work as filters: click a card to see exactly the entries it is counting. Steps Go to Accounting > General...
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The four cards at the top of the general ledger page each count something. They now also work as filters: click a card to see exactly the entries it is counting.
Steps
- Go to Accounting > General Ledger.
- At the top of the page, you will see four cards: Entries This Month, Total Posted (MTD), Drafts Awaiting Review, and Unreconciled.
Click any card to filter the transaction list below it to exactly what that card counts:
- Entries This Month filters to this month's date range.
- Total Posted (MTD) filters to entries with status Posted, within this month's date range.
- Drafts Awaiting Review filters to entries with status Draft.
- Unreconciled filters to entries that have not been reconciled.
When a card is filtering the list, it shows a Filtering pill and a highlighted border so you can tell at a glance which one is active.
- A banner appears above the list stating what you are looking at, for example "Showing only Drafts Awaiting Review · 6 entries." Click Clear filter in that banner, or click the same card again, to return to the full list.
Clicking a card that is already filtering the list clears the filter. You do not need to find the Clear filter button if you would rather just click the card a second time.
- If a card's filter has nothing to show, the list shows an empty state written for that card instead of a blank table:
| Card | What you see when there is nothing to show |
|---|---|
| Entries This Month | "No entries this month. Nothing has been recorded in the current month yet." |
| Total Posted (MTD) | "Nothing posted this month. No entry in the current month has been posted yet." |
| Drafts Awaiting Review | The general ledger's existing draft empty state, unchanged. |
| Unreconciled | "Nothing unreconciled. Every posted entry in the current range has been matched or manually reconciled." |
A note on Total Posted (MTD): if your property has activity in more than one currency, clicking this card still filters by status and date only. It does not split the list by currency.