General Ledger

Overview

The General Ledger provides a GL account-specific view into accounting transactions, allowing business owner-operators and bookkeepers to:

View transactions specific to a given GL account
See running debits/credits and how each transaction impacts the balance for the given GL account
Edit transactions
Download GL data into a spreadsheet

Embedding the General Ledger

To initialize the Tight Embedded experience in your React project, follow the instructions on Embedding Tight’s white-labeled UI. Below is an example embedding of the General Ledger:

Ledger.tsx

import { GeneralLedger, Tight } from "@tight-embedded/react";
import "@tight-embedded/react/index.css";

function Ledger({ accessToken }) {
    return (
      <Tight environment="SANDBOX" accessToken={accessToken} >
        <GeneralLedger />
      </Tight>
    )
}

Props

object

optional

The set of filters to apply to the dashboard.Passing in a value for this prop turns this into a controlled component. As such, you must also pass the onChangeFilters prop to adjust the filters for user input.

Show filters

string

The ID for the GL Account to view on the General Ledger

Category filter

Show child attributes

object

Id filter - returns all entities with the following attachments.

Show child attributes

string[]

List of values to include.

Dimension value filter

Show child attributes

object

Id filter - returns all entities with the following attachments.

Show child attributes

string[]

List of values to include.

Show child attributes

string

Value - returns all records with specified field equal to this value.

string

Value - returns all records with specified field not equal to this value.

string

Value - returns all records with specified field greater than to this value.

string

Value - returns all records with specified field greater than or equal to this value.

string

Value - returns all records with specified field less than to this value.

string

Value - returns all records with specified field less than or equal to this value.

Review status filter

Show child attributes

string[]

List of values to include.Available options: RECONCILIATION_DISCREPANCY, USER_REVIEW_REQUIRED, ACCOUNTANT_REVIEW_REQUIRED, PARTNER_REVIEW_REQUIRED, AWAITING_MATCH, STAGED, RECONCILED

string[]

List of values to exclude.Available options: RECONCILIATION_DISCREPANCY, USER_REVIEW_REQUIRED, ACCOUNTANT_REVIEW_REQUIRED, PARTNER_REVIEW_REQUIRED, AWAITING_MATCH, STAGED, RECONCILED

Type filter

Show child attributes

string[]

List of values to include.Available options: EXPENSE, REVENUE, BANK_TRANSFER, TAX_PAYMENT, INVOICE_PAYMENT

string[]

List of values to exclude.Available options: EXPENSE, REVENUE, BANK_TRANSFER, TAX_PAYMENT, INVOICE_PAYMENT

function

optional

A function that is called whenever the user changes the filters from the dashboard. This function will only be invoked if the filters prop is also provided. The callback takes filters as its single argument.

number

default:25

max: 250

optional

The number of transactions to show on a single page of the Transactions Dashboard.

Get Started

React Components

React Native Components

Plain Javascript

Full End-to-end App

Overview

Embedding the General Ledger

Props

​Overview

​Embedding the General Ledger

​Props

Overview

Embedding the General Ledger

Props