Chart of Accounts with
Auto-Recorded Transactions
Create accounts under any category, view live metrics and a complete transaction list on every account dashboard, and let LEDGERS record sales and purchase entries automatically-no manual journals needed.
All Accounts Overview
Aggregated view of all accounts under the selected head.
Active Accounts
563
Total Debit
₹0
Total Credit
₹5,12,000
Unbalanced
Balanced
Direct Income - Transactions
| Date | Ref | Party / Narration | Debit (₹) | Credit (₹) | Balance (₹) |
|---|---|---|---|---|---|
| 28 Sep | INV-0091 | Ranjith Exports | 28,000 | 5,12,000 | |
| 27 Sep | INV-0090 | Meera Trading Co | 18,400 | 4,84,000 | |
| 26 Sep | INV-0089 | Sunrise Industries | 16,000 | 4,65,600 |
Active Accounts
563
Total Debit
₹0
Total Credit
₹5,12,000
Unbalanced
Balanced
Direct Income - Transactions
From account setup to transaction insights in six steps.
Create a structured chart of accounts, let sales and purchase entries record themselves, and get full visibility into every account's balance and history.
Set Up Account Categories
Organise your books by defining top-level categories-Assets, Liabilities, Income, Expenses, and Equity. Every account you create sits under one of these categories, keeping your chart of accounts structured and audit-ready from day one.
Create Accounts Under a Category
Click '+' to open the Create Account form. Select a Head - Category from the dropdown, enter the account Type, and optionally enable Add Sub Type for more granular tracking. Hit Create and the account is live across every LEDGERS module immediately.
Sales & Purchase Transactions Auto-Recorded
When a sales invoice is raised or a purchase bill is recorded in LEDGERS, the corresponding accounting entries are created automatically-no manual journal is needed. Revenue, expenses, taxes, and payables hit the right accounts the moment a transaction is confirmed.
View Account-Level Metrics
Open any account to see its live dashboard: current balance, total debits, total credits, and transaction count for the selected period. The metrics update in real time as new transactions are recorded, giving you an instant read on any account.
Drill Into the Transaction List
Below the metrics, every account shows a complete, filterable transaction history-date, reference, counterpart, and amount. You can trace any entry back to the originating invoice, payment, or journal without switching screens.
Reconcile & Close Books Confidently
Because sales and purchase entries are recorded automatically and visible at the account level, month-end reconciliation becomes a verification step rather than a data-entry task. All balances are traceable, consistent, and ready for your auditor.
Every account. Every transaction. Always current.
Sales invoices, purchase bills, and payments from the sales and purchase modules flow into the right accounts the moment they are confirmed. Open any account in the chart and you see its live balance, movement summary, and a complete, filterable transaction list-all without a single manual entry.
Zero manual journal entries
Every sales and purchase transaction is recorded automatically into the correct account the moment it is confirmed
Live account metrics
Current balance, total debits, total credits, and transaction count update in real time on every account dashboard
Category-based account structure
Create accounts under Assets, Liabilities, Income, Expenses, or Equity and nest sub-accounts as deep as your structure requires
Drill-down transaction history
Click any account to see a complete, filterable transaction list linked back to the originating invoice or payment
Everything You Need to Know
Answers, insights, and step-by-step guidance for Chart of Accounts in LEDGERS
Frequently Asked Questions
Quick answers about Chart of Accounts in LEDGERS