The General Ledger Dashboard is the landing page for accounting — where you check the health of your books, open periods, and get to the Chart of Accounts, journal entries, and financial reports.

What you can do here #

• See current-period P&L at a glance.
• Check whether your trial balance is in balance.
• See which fiscal period is open for posting.
• Open any of the sub-screens (Chart of Accounts, Journal Entries, Fiscal Periods, Reports) from the left sub-menu.

The sub-menu under General Ledger #

• Dashboard — this screen.
• Chart of Accounts — the master list of GL accounts you can post to.
• Journal Entries — manual debit/credit postings that don’t come from an invoice, bill, or banking transaction.
• Fiscal Periods — period open/close and year-end management.
• Reports — P&L, Balance Sheet, Trial Balance, General Ledger detail, and other financial reports.

Useful widgets for this dashboard #

User avatar → Manage Dashboards → pick General Ledger, then add:

• Current Period P&L — revenue, COGS, gross margin, expenses, net income MTD.
• YTD P&L — same, year to date.
• Trial Balance Snapshot — all account balances with a “Balanced” / “Out of balance” indicator.
• Open Period — which period is currently open for posting.
• Top Expense Categories — running list of biggest spend categories.

Important: A Trial Balance that’s “out of balance” is a warning, not a ledger error. Bizuno posts only balanced entries. If the widget shows out-of-balance, suspect a corrupted transaction or a direct-database edit — run the Trial Balance report to find the period and account.

When accounting matters most #

Most of the time, your day-to-day on Sales, Purchases, and Banking keeps the GL correct automatically. You only need to visit this module to:

• Record a transaction that doesn’t fit into sales, purchases, or banking (e.g., depreciation, owner’s draw, payroll journal).
• Review the financial statements at month-end or year-end.
• Close a fiscal period or fiscal year.
• Add or edit accounts in the Chart of Accounts.

Tips for Ridgeline Cycles #

• Make a habit of checking YTD P&L once a week — small trends (rising freight, stalling service revenue) are easier to address at week 8 than week 28.
• If you work with an outside bookkeeper or CPA, bookmark the GL Dashboard for them — it’s their natural starting point.
• Open Period should almost always show your current calendar month. If it’s lagging, someone forgot to close last month — not a crisis, but worth catching up.

Where to go next #

• Chart of Accounts — add or edit an account.
• Journal Entries — record a manual entry.
• Financial Reports — P&L and Balance Sheet.