> For the complete documentation index, see [llms.txt](https://docs.xyb.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xyb.co/xyb-platform-1/xyb-ledger/ledger-operation-in-xyb-console/ledger-operations-in-xyb-console.md). # Ledger Operations in XYB Console The Console UI empowers operations and support teams to manage and explore the ledger through a clear, visual interface. It provides direct access to chart structures, balances, and financial record history, making it easier to stay on top of financial activities. It offers full visibility and control without the need for developer access or automation tools. {% hint style="info" %} You will be provided the Console credentials during the onboarding process. If you've not received the credentials, contact your account manager. {% endhint %} Console supports managing your ledger structure and tracking its activity, including: **a) Chart Setup & Management** * Create and manage charts, accounts, and wallets * Set wallet-level configurations like currency, decimal precision, and accounting type * Add metadata (tags and attributes) to organize and categorize accounts and wallets * Use [**bulk import** via CSV ](/xyb-platform-1/xyb-ledger/ledger-operation-in-xyb-console/chart-management-in-xyb-console-overview/bulk-chart-import.md)to configure multiple ledger elements at once Learn more [chart management in XYB Console](/xyb-platform-1/xyb-ledger/ledger-operation-in-xyb-console/chart-management-in-xyb-console-overview.md). **b) View Balances** * Navigate from chart > account > wallet to explore balances * See total committed balances by currency * Review reserved debit/credit values * Search and filter across accounts using metadata and creation dates Learn more about [viewing Ledger Balances in Console](/xyb-platform-1/xyb-ledger/ledger-operation-in-xyb-console/postings-and-balances-in-xyb-console/navigating-wallet-balances-and-postings-in-console.md). **c) Explore Postings** * View all postings that have updated wallet balances * Search by posting ID or filter by date, currency, tags, or metadata * Click into postings to see full transaction detail, including both debit and credit sides Learn more about [postings in XYB Console](/xyb-platform-1/xyb-ledger/ledger-operation-in-xyb-console/postings-and-balances-in-xyb-console.md). **d) Manually Record Transactions** * Create ad hoc value transfers between wallets directly in the UI * Set the value date (effective timestamp) * Add context with tags, attributes, and a required description * Review and execute transactions with a full preview step Learn more about[ executing manual transaction recording in XYB Console.](/xyb-platform-1/xyb-ledger/ledger-operation-in-xyb-console/postings-and-balances-in-xyb-console/executing-manual-transaction-recording-in-console.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.xyb.co/xyb-platform-1/xyb-ledger/ledger-operation-in-xyb-console/ledger-operations-in-xyb-console.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.