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Thomson Reuters Training & Support

Ledger Assistant Tutorial


Tutorial outlining how to setup and use client ledgers. 

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  1. Setting up ledger
  2. Ledger layout
  3. Client chart of accounts
  4. Master chart
  5. Borrow account chart
  6. Edit account
  7. Creating new account
  8. Posting transactions
  9. Batch properties
  10. Splitting transactions
  11. Recurring transactions
  12. Copy and paste transactions
  13. Bank reconciliation
  14. Account inquiry
  15. Searching transactions
  16. Repairing/refreshing accounts
  17. Ledger reports
  18. Closing financial year
  19. Asset manager
  20. Budget maintenance
  21. Trading stock
  22. Closing stock wizard
  23. Transferring ledger data to tax return
  24. Transferring data to BAS form
  25. Report designer
  26. Bank feeds
  27. Creating import rules
  28. Creating rental property accounts

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