See all your income and expenses in the Revenue and Expense Registers

Steps

1. 1

   Step 1: Open Registers

   In Aicountly Smart Books, click Registers in the main menu. The Registers page opens and asks you to choose a register type.
2. 2

   Step 2: Choose the Revenue Register or Expense Register

   Click Revenue Register to see every income entry, including sales and also income booked through journals, receipts or notes. Click Expense Register to see every expense entry, including purchases, payments, journals and notes.
3. 3

   Step 3: Pick the period

   Use the date filter at the top to choose the period you want, for example a preset period or your own start and end dates. The page refreshes with that period.
4. 4

   Step 4: Check the total against your Profit & Loss

   Look at the bar above the table. A green message saying it ties to the Profit & Loss means the register total agrees with your Profit & Loss. An amber message shows the difference. Click Open Profit & Loss in that bar to compare the two side by side.

   lightbulbTip: In the Expense Register, opening and closing stock come from Inventory, so they are not listed as entries.
5. 5

   Step 5: Choose how the entries are grouped

   Use the switch on the right to pick Ledger-wise (grouped by account name), Voucher type-wise (grouped by kind of entry such as sales or purchases) or Line-wise (every single entry).
6. 6

   Step 6: Narrow the list

   Use the Nature filter to show only Direct or Indirect items, the Ledger filter to pick one account, and the Voucher type filter to pick one kind of entry. Click Clear filters to start again.
7. 7

   Step 7: Look inside a row

   In the Ledger-wise or Voucher type-wise views, double-click a row, or select it and press Enter, to see its entries line by line. In the Line-wise view you can open the entry itself from its voucher number.
8. 8

   Step 8: Export or print

   Use the export buttons at the top right to save the list as an Excel file or PDF, or to print it.

flowchart LR
A[Registers] --> B[Revenue or Expense Register]
B --> C[Pick period]
C --> D[Check Profit & Loss tie]
D --> E[Export or print]