Accounts

Version: 1.0.3
Route: /accounts
Who can access: Signed-in users. Admins and Editors manage accounts; Viewers can browse.

Screenshots

What this page does

Master list of ledger accounts (parties, cash wallets, expense heads, investments, and more). Create and edit accounts, assign Account Type and Cash Type, search the list, open Account Details (Details / Documents), export a ledger PDF, and send a WhatsApp message with an optional ledger link.

Layout at a glance

Title Accounts with info tip
Search: Search accounts…
Add button
Table: SR., ACC Name, Phone Number, ACC Type, Cash Type, Balance, actions
Pagination when the list exceeds the page size (compact on mobile)
Modals: Add Account / Edit Account, Account Details, Export ledger, Delete Account?

Steps

Browse accounts

Open Accounts from the sidebar.
Review name, phone, types, and current Balance.
Select an account name to open Transactions filtered to that account.

Search

Type in Search accounts….
Results match name, phone, types, and balance text.

Open Account Details

Select a row, or open Actions → Details.
Use the Details and Documents tabs (same pattern as transaction preview).
Footer icon buttons: Send message (ledger link), Save ledger PDF, Edit, and Delete.
Save ledger PDF generates the account ledger PDF into that account’s Documents tab.

Add an account

Select Add.
In Add Account, fill:
- ACC Name (required)
- Phone Number (optional)
- Account Type
- Cash Type
Select Add to save, or Cancel.

Edit an account

Open the row Actions menu.
Choose Edit.
Update fields in Edit Account.
Select Save.

Export a ledger

Open Actions for an account.
Choose Export ledger.
Pick a format and select Download.

Send message

Open Actions → Send message, or use the preview footer icon.
WhatsApp opens promptly. When Allow URL is on in Settings, {{ledger_url}} is filled with a short public link to the ledger PDF.

Delete an account

Open Actions → Delete.
Confirm in Delete Account?
Select Delete to remove, or Cancel to keep the account.

Fields (Add / Edit Account)

Field	Required	Notes
ACC Name	Yes	Display name on journals and lists
Phone Number	No	Used for call / message shortcuts
Account Type	Recommended	From Settings → Account Type
Cash Type	Recommended	From Settings → Cash Type

If no active types exist, the form points you to Settings → Account Type or Settings → Cash Type.

Errors & edge cases

Missing name: Account name is required.
Empty list: No accounts yet. Click Add to create one.
No search matches: a calm empty message appears.
Balances update from posted transactions; opening balances may appear as early journal lines.
If Allow URL is off or the share link cannot be built, Send message still opens WhatsApp with the template text.