Related Articles
Managing Vendor Aliases
What Transaction Statuses Mean
Understanding Upcoming Payments
Understanding Top Expenses
Understanding Cash In vs Cash Out
Why Weekly Finance Visibility Matters
Understanding Data Freshness
Understanding AI CFO Activity States
Understanding How AI CFO Works
How Signals Are Prioritized
1. Overview
Ledger is the operational transaction workspace inside Finz.
It helps operators review, organize, and monitor financial activity across cash movement, accounting activity, payables, receivables, and inventory-related transactions in one place.
The Ledger workspace is designed to answer questions such as:
where is money going?
what transactions still need review?
which vendors or customers are driving activity?
what obligations are overdue or upcoming?
which transactions are affecting margin and cash flow?
what changed this week?
Ledger combines transaction visibility, categorization workflows, filtering tools, and operational finance context into a single review surface.
Related Resources
2. Opening Ledger
To access Ledger:
open Ledger from the left navigation
select a Ledger view from the top-right dropdown
apply filters, search terms, or date ranges to narrow results
The Ledger workspace updates dynamically based on the selected view and filters.
Operators commonly use Ledger to review recent activity, investigate changes, and resolve transactions requiring attention.
3. Understanding the Different Ledger Views
Ledger contains multiple operational views designed for different types of financial workflows.
Current Ledger views include:
Cash View
Accounting View
AP/AR View
Inventory View
Each view focuses on a different layer of operational finance activity.
4. Cash View
Cash View focuses on actual cash movement flowing through connected bank accounts.
This view helps operators monitor:
cash inflows and outflows
vendor payments
deposits and transfers
operating spend
recent transaction activity
uncategorized or unreviewed transactions
Operators commonly use Cash View to understand how money is moving across the business week to week.
This view is closely connected to:
cash reporting
Signals
Weekly Summaries
cash flow monitoring
Related Resources
5. Accounting View
Accounting View focuses on categorized accounting activity synced from QuickBooks.
This view helps operators review:
categorized transactions
operating expense classifications
revenue mappings
fiscal buckets
accounting-linked records
verification status
Operators often use Accounting View to validate categorization accuracy and review how transactions impact reporting inside Finz.
This view is closely connected to Margin reporting and financial categorization workflows.
Related Resources
6. AP/AR View
AP/AR View focuses on operational payable and receivable activity.
This view helps operators monitor:
bills due this week
overdue invoices
expected collections
payment activity
vendor obligations
customer receivables
reconciliation status
The AP side helps track outgoing obligations and vendor-related cash pressure.
The AR side helps track incoming revenue-related cash activity, invoice collections, and customer payment behavior.
Operators commonly use this view to understand short-term working capital movement and payment-related risks.
Related Resources
7. Inventory View
Inventory View focuses on inventory-related operational activity and transaction visibility.
Depending on available integrations and uploaded records, this view may help operators monitor:
inventory-related spend
recurring purchasing activity
vendor purchasing trends
inventory-linked transactions
operational cost drivers
Inventory activity may later contribute to:
COGS analysis
Margin reporting
vendor monitoring
operational forecasting
Related Resources
8. Searching and Filtering Transactions
Ledger includes filtering and search tools to help operators narrow large transaction sets quickly.
Operators can filter by:
date range
category
account
vendor or customer
status
direction
operating classification
QBO account
transaction type
Search can be used to locate specific vendors, descriptions, or transaction details.
These filters help operators review activity without exporting separate reports.
9. How Ledger Connects Across Finz
Ledger acts as one of the core operational finance workspaces inside Finz.
Ledger activity may later feed:
Cash reporting
Margin reporting
Signals
Weekly Summaries
AP/AR workflows
AI CFO insights
The goal is to help operators review financial activity continuously instead of waiting for month-end reporting.