Review the Person Ledger Inquiry

How to Review the Person Ledger Inquiry in Muhasib ERP
Overview
This guide will help you inspect financial activity for the selected person identity and determine what is owed by or to them.
You get a person-level balance explanation without merging unrelated identities blindly.
Who can do this
You need access to Person Ledger Inquiry and authorized person/source scope.
Before you start
Know person identity/type, company, date range, expected opening/closing, and related customer/supplier/agent/other records.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Muhasib Financials → Person Ledger Inquiry.
Review the Person Ledger Inquiry
Step 1: Select company, person type/identity, and date range
Step 2: Confirm opening balance and direction
Step 3: Review each included transaction and source
Step 4: Distinguish customer, supplier, agent, employee, or other roles
Step 5: Recalculate running balance
Step 6: Compare role-specific ledgers
Check your work
Included sources reproduce closing and agree with role-specific controls.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Confirm same-name persons are distinct records.
Validate debit/credit meaning for the selected person type.
Related guides
Review Commission Agent and Person Ledgers
Review the Customer Ledger Report
Review the Supplier Ledger Report
What to do next
Review Commission Agent and Person Ledgers.