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Documentation Index

Fetch the complete documentation index at: https://docs.blnkfinance.com/llms.txt

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The General Ledger is a system-generated ledger that is automatically created for you when your instance is deployed. It is best for grouping balances that belong to your organization, e.g., @Revenue, @Fees, etc. Balances in the General Ledger are marked with the @ icon indicator in your Transactions and Balances tables. General Ledger @ icon indicator in transactions and balances tables
To learn more about how it works, see our General Ledger | Developer Docs.

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Create general ledger balances

To create a balance in the General Ledger with the @ indicator:
  1. Create a new transaction on Cloud.
  2. In the Source or Destination field, enter your preferred indicator instead of a balance ID, e.g., to record transactions to revenue, enter @Revenue in the destinations field.
Creating a transaction with @Revenue or similar indicator
  1. Provide the remaining required fields and click Create transaction.
Blnk checks if a balance exists with the given indicator. If it does, it will create a transaction to the balance. If it doesn’t, the balance is automatically created in your General Ledger with the given indicator and the transaction is mapped to it.

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Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool. To ask questions or discuss issues, please contact us or join our Discord community.