When navigating to the RE Ledger screen in the RE Portal, users can find a summary of all their RE Ledger balances by clicking Search with the Contribution Type as All like the image below.
The RE Ledger summary page reflects current balances for each contribution type. You may also download a CSV file of the RE Ledger transactions for all contribution types from this screen.
Users can filter by contribution type for the details of each posted transaction in a specific ledger account. The summary shows Member Service Credit Purchase Payroll Deduction balance of $1,065.03. To see the transactions for this account, select the Contribution Type of Member Service Credit Purchase Payroll Deduction in the drop-down menu, and click the Search button.
This is the Ledger Detail view for one contribution type. You may also download a CSV file of the RE Ledger transactions for the contribution type from this screen.
The summary view is another resource to use when performing monthly reconciliation. If you would like to review the RE Ledger with your RE coach, please send them an email or call 1-800-433-5734.