VauPrime DocsOrganizationAccount Ledger List
OrganizationCurrent app behaviorVauPrime 4.x

Account Ledger List

Account Ledger List is the starting point for reviewing multiple account balances together. It shows account-level opening balance, debit and credit totals, closing balance and transaction count, then opens the selected account's Monthly Ledger for deeper analysis.

Scope

Multiple accounts

Review account balances together before opening one account

Default group

Debtors + Creditors

Includes their descendant groups in the default All Groups view

Filters

Search + Group + Zero values

Control which accounts appear in the list

Next view

Monthly Ledger

Select an account to open its financial-year monthly view

What is Account Ledger List?

Understand the purpose of this screen before using its controls.

Use Account Ledger List when you do not yet want a single account's transaction details. The screen calculates balances for the active financial-year period and presents each relevant account with its transaction count, debit movement, credit movement, opening balance and closing balance.

The default group view focuses on the Sundry Debtors and Sundry Creditors group trees, including their child groups. You can switch the group filter to another group or to the no-group-filter All Accounts mode when you need a wider account list.

How the screen works

The normal user flow from opening the screen to drilling into ledger data.

01

Open Ledger List

From the Company section, expand Account Ledger and choose Ledger List.

02

Review the account overview

VauPrime loads account balances for the active financial-year dates and shows account-level debit, credit, opening, closing and transaction information.

03

Search an account

Type part of the account name to narrow the visible list without changing the account data.

04

Apply filters

Choose whether zero-transaction and zero-balance accounts should appear, and optionally change the account group filter.

05

Select an account

Tap or click an account row/card to open Account Monthly Ledger for that account.

06

Continue to detail

From Monthly Ledger, open a month or use Detail Ledger to reach the transaction-level Account Ledger.

Controls, filters and actions

What each important control changes on this screen.

SearchFilters the current list by account name.
Zero Transaction AccountsWhen enabled, accounts with no transactions can remain visible instead of being hidden by the normal list filter.
Zero Balance AccountsWhen enabled, accounts whose closing balance is zero can remain visible.
Filter by GroupLimits the balance list to a selected account group. The screen also supports an All Accounts mode with no group filter.
ResetResets the filter options in the filter panel and reloads the account balance view.
ApplyCloses the filter panel and keeps the selected filter settings active on the list.
Account Row / CardOpens Account Monthly Ledger and passes the selected account's already-loaded summary when available.

What you see on the screen

Key values and information shown to help you understand the account.

Account Name

The account whose ledger totals are being summarized.

Total Transactions

Number of ledger transactions included for that account in the active period.

Total Debits

Combined debit movement for the account in the active financial-year range.

Total Credits

Combined credit movement for the account in the active financial-year range.

Opening Balance

Balance brought into the active financial-year period.

Closing Balance

Resulting account balance after the included transactions.

Important behavior and notes

Details that help explain balances, filters and navigation correctly.

By default, an account with no transactions and effectively no opening balance is hidden unless Zero Transaction Accounts is enabled.
By default, an account with a zero closing balance is hidden unless Zero Balance Accounts is enabled.
The default All Groups behavior is focused on Sundry Debtors, Sundry Creditors and their descendant groups; All Accounts removes that group restriction.
The balance calculation uses the active financial-year start and end dates when they are available in the selected organization.
Windows uses a table-style list with a total row, while mobile uses a more compact account-card presentation; the underlying account metrics are the same.