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Solution

General Ledger (Financial Accounting)

A trial balance that balances by construction

Chart of accounts, journals with approval and reversal, trial balance, balance sheet and profit and loss for any period, bank reconciliation, expenses and period closure.

Every customer posting in Zenus Banking Pro has a general ledger counter-leg, so the books cannot go out of balance. A standard microfinance chart of accounts is seeded at setup and edited to match yours; accounts are typed, can be marked non-postable, and can be zero-balance controlled.

Finance staff get journals with submit, approve, reject and reverse steps, the three financial statements for any date range, GL account ledgers in PDF or Excel, payment vouchers for expenses, and a bank reconciliation that imports the bank statement and auto-matches it.

What it does

  • Standard microfinance chart of accounts, editable per institution
  • Balanced journal entries with maker-checker approval and reversal
  • Trial balance, balance sheet and profit & loss for any period
  • GL account ledgers in PDF and Excel
  • Payment vouchers for expenses, approved by a second officer
  • Bank reconciliation with statement import and auto-matching
  • Day-end, month-end and year-end routines with retained earnings roll
  • Closed periods that nobody can post into

How it works

  1. 1

    Map your products and charges to GL accounts once.

  2. 2

    Operations post; the GL legs follow automatically.

  3. 3

    Finance raises journals and vouchers for everything else.

  4. 4

    Close the period and print the statements.

Related

Works together with

See General Ledger (Financial Accounting) on a live demo

A live demonstration on a sandbox with sample data, then a free two-day data assessment for a fixed go-live date.

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