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General Ledger

The financial core of mujez: chart of accounts, journal entries, accounting periods, and statements.

Set up your chart of accounts

Your chart of accounts is the backbone of the ledger. Start from a ready-made industry template, then review the accounts it creates.

Beginner4 steps~3 min

Create an account

Add a new account to your chart of accounts — for example a new bank, expense, or revenue account.

Beginner5 steps~3 min

View and edit an account

Open any account to review its details and balance, and update the fields that can be changed.

Beginner4 steps~2 min

Create a journal entry

Record a manual double-entry transaction in the General Ledger. You will add the journal header, enter balanced debit and credit lines, and save it as a draft ready to post.

Beginner7 steps~3 min

Post a journal

Posting commits a draft journal to the official ledger and updates account balances. Review the draft first, then post it.

Beginner3 steps~2 min

Reverse a posted journal

You cannot delete a posted journal. To undo its effect, reverse it: mujez creates and posts a mirror entry with the debits and credits swapped.

Intermediate3 steps~2 min

Manage accounting periods

Accounting periods control when journals can be posted. Create the periods you operate in, and close a period to lock it once it is finalised.

Beginner4 steps~3 min

Manage cost centres, branches & projects

Dimensions let you tag journal lines so you can analyse results by cost centre, branch, or project. They are all managed the same way.

Beginner3 steps~3 min

View the trial balance

The trial balance lists every account with its total debits and credits for a date range, and confirms the books are balanced.

Beginner3 steps~2 min

View the balance sheet

The balance sheet is a point-in-time snapshot of what you own and owe: assets, liabilities, and equity as of a chosen date.

Beginner3 steps~2 min

View the income statement

The income statement shows revenue, expenses, and the resulting net income over a date range.

Beginner3 steps~2 min

View financial ratios

Financial ratios turn your posted figures into health indicators grouped by liquidity, solvency, profitability, and efficiency.

Intermediate3 steps~3 min

View customer & supplier statements

A statement lists every posted transaction for one customer or supplier over a period, with a running balance from opening to closing.

Intermediate3 steps~2 min

More guides for this module are on the way. Back to documentation