01

Add the partner’s details

Add the partner’s contact, address, GST and bank details. Select that partner for their purchases, sales, payments and receipts so their entries appear together in the ledger.

02

Review the running balance

The ledger shows debit, credit and the running balance for the recorded entries. If a partner questions the amount, compare the purchases, sales, payments and receipts with their records.

03

Check outstanding amounts

Open the ageing report to review outstanding amounts. Use the partner ledger to check the entries behind a balance, then export the records for the partner or your accountant.