Ledger

Track every purchase, payment, credit note, and adjustment across all your suppliers in one place, or drill into an individual supplier's ledger.

1 min read

The Ledger page gives you a complete financial record of all your supplier transactions. You can view a consolidated ledger across all suppliers at once, or click into any individual supplier to see their dedicated ledger with a running balance.

Navigate here from the sidebar: Suppliers → Ledger. You can also jump directly using the keyboard shortcut F6 from anywhere in the app.

Page layout

The Ledger page is split into two panels:

Left panel: Supplier list Shows all your suppliers with their name, address, and individual outstanding balance in red. The total outstanding across all suppliers is shown at the bottom. Use the search bar to find a specific supplier instantly. Click View All Suppliers to go back to the full Supplier List page.

Right panel: Ledger entries Shows the transactions for the selected supplier, or all entries across every supplier if no supplier is selected.

Ledger page layout
Left panel showing supplier list, right panel showing ledger entries.

Consolidated view vs individual supplier view

The two views share the same entry type tabs and almost the same columns. What changes is the action buttons available and whether a Supplier or Balance column is shown.

	Consolidated (no supplier selected)	Individual supplier
Buttons	Export, Filter	Export, Add Payment, Adjust, Import, Filter
Extra column	Supplier (name and contact number)	Balance (running outstanding total)

Consolidated view buttons
Export and Filter buttons available in the consolidated view.

Individual view buttons
Export, Add Payment, Adjust, Import, and Filter buttons available for individual suppliers.

Add Payment and Adjust only appear once you've selected an individual supplier, since payments and adjustments are always tied to a specific supplier. Import is currently unavailable (greyed out).

Entry type tabs

Both views use the same tabs to filter what you see:

Tab	What it shows
All	Every transaction
Payment	Payments you made to suppliers
Purchase	Purchase bills recorded against suppliers
Credit Note	Credit notes confirmed after a medicine return
Adjustment	Manual balance corrections

Entry type tabs
Filter transactions by All, Payment, Purchase, Credit Note, or Adjustment.

Ledger table columns

Column	Description
Supplier (consolidated view only)	Name and contact number of the supplier
Date	Date and time of the transaction, with the entry type shown as a label
Debit	Amount reducing what you owe: payments and credit notes
Credit	Amount increasing what you owe: purchases and opening balance
Balance (individual view only)	Running outstanding balance after every entry: updates automatically with each transaction
Receipt	Receipt or reference number if recorded
Notes	Any notes added at the time of entry
Actions	Delete the entry

All Supplier Entries, consolidated table
Combined view showing transactions across all suppliers.

Individual supplier ledger table with Balance column

The Balance column updates after every single entry, so you can trace exactly how the outstanding amount changed step by step from day one. The consolidated view doesn't show this since it mixes entries across multiple suppliers.

How the outstanding balance works

MediFlux calculates your supplier outstanding automatically, you never need to update it manually:

When you record a Purchase → the amount is added to Credit, increasing what you owe
When you make a Payment → the amount is added to Debit, reducing what you owe
When a Credit Note is confirmed → the return amount reduces your outstanding
Opening Balance → any amount you owed before starting MediFlux is the starting point

Adding an adjustment entry

If you need to manually correct a supplier's ledger balance, for example a price correction, rounding adjustment, or write-off, click Adjust on the individual supplier ledger.

Add Adjustment Entry dialog
Dialog for manually correcting a supplier's ledger balance.

Adjustment fields

Field	Description
Adjustment Amount	Enter a positive number (e.g. `500`) to increase what you owe, or a negative number (e.g. `-500`) to reduce what you owe
Entry Date	Defaults to today's date. Can be changed
Receipt / Reference Number	Optional reference number for this adjustment
Notes	Reason for the adjustment: e.g. price correction, rounding adjustment, write-off

Click Add to save. Click Reset to clear all fields.

Filtering the ledger

Click Filter on the individual supplier ledger to open the Ledger Filters panel.

You can filter by:

Filter	Options
Date Range	Today, This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year: or set a custom Start and End date
Entry Type	All Types, Payment, Purchase, Credit Note, Adjustment
Payment Method	All Methods, Cash, Card, UPI, Net Banking
Sort By	Sort field and order: ascending or descending

Click Apply to apply the filters. Click Clear to reset them all.

Ledger Filters panel
Filter by date range, entry type, payment method, and sort order.

Exporting ledger entries

Click Export on the individual supplier ledger to open the Export Options dialog.

Choose a date range and an export format:

PDF Document
Excel Spreadsheet

Click Export to download.

Keyboard Shortcuts

Shortcut	Action
`F6`	Jump to Supplier Ledger from anywhere in the app
`F2`	Jump to Supplier List
`Esc`	Close the current panel or dialog

FAQs

Just finished reviewing the ledger? Here's what most users do:

Supplier List

Select another supplier to review their ledger.

Add Purchase

Record new stock that will appear in this supplier's ledger.

Supplier Profile

View full supplier details, performance stats, and recent purchases.

Purchase List

See all purchases that feed into supplier ledgers.

Press F6 anytime to return to the Ledger from anywhere in the app.