Getting Started with the Billing Ledger Dashboard
Deposit Ledger is your home for tracking historical deposits and debits. You can use this page to review invoice deposits, gift withdrawals, and team balances.
The Deposit Ledger page can be accessed by clicking the “Billing Insights'' tab at the top of your home screen or by clicking through the Gift Deposit from your Billing Insights. From there, you will see an option to select "Deposit Ledger".
The Deposit Ledger page is broken into two main sections: Group Breakdown is on the left, and the Billing Ledger Table is on the right.
Clicking a Group or Team in the Group Breakdown will show the deposits and debits related to that particular Group. The Billing Ledger will then reflect only their transactions. Depending on your account configuration, some Groups will have Teams nested under them.
This is the date and time that the operation was processed by Alyce in UTC.
The amount the action was for. For example, if a $75 gift is accepted, you will see -$75 as the line item. Note, you may see a $0 amount if a gift or deposit is against a team other than the one selected.
Amount that remains in your account after the operation is processed.
Describes the type of operation taken (ex. gifting_withdrawal)
Add Date/Time range option note here
- Deposit/Historic deposit* - Funds added to the account
- Gifting withdrawal - Funds removed when a gift is accepted
- Invoice/Historic invoice - Funds added when an invoice is sent
- Withdraw/Historic withdraw - Manual deduction of funds. Usually as an accounting correction.
*Please note that deposits are updated weekly. Debits are updated in real time.
Includes any identifier that is associated with that operation.
Any additional information about that transaction, this includes invoice numbers and details for more manual events.