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Please note:
This feature is on limited release and will soon be available
to all customers.
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In the Ledger view, you'll see an overview of your transfers, cancelled contracts and the money in or out that relates to them. You can export a CSV file of this information for your records.
How to find the "Ledger view"
- Log in to your Xe account
- On the home page, navigate to the tabs on the right-hand side
- Click Ledger View
Understanding the "Ledger view"
- Date - the transfer was booked, receipt received
- Reference – Contract number, receipt number
- Type - type of transfer, or a receipt
- Credit – money received
- Debit – money out
- Balance – primary accounting balance
- Related Items – shows linked items such as receipts or other transfers
How to export using the "Ledger view"
- Navigate to the Ledger View
- Filter by Date & Currency
- Click Export on the top right
- Check your email for the CSV file