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Shared Ledger in myBillBook connects the ledger view between two businesses, such as a buyer and supplier, when both are using myBillBook and their party mobile numbers match.<\/span><\/p>\nIt gives both sides a common view of shared vouchers such as invoices, payments, and notes. This helps reduce confusion caused by mismatched balances, missing entries, or repeated manual reconciliation.<\/span><\/p>\nThe ledger is read-only for the counterparty, so buyers can view shared supplier vouchers safely without editing them.<\/span><\/p>\n<\/div>\n<\/div>\n[\/vc_column_text][\/vc_column][vc_column width=”1\/6″][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778568201891{padding-top: 28px !important;}”][vc_column width=”1\/2″]
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\n\t\t\t\tHow Shared Ledger Works\t\t\t<\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space height=”16″][vc_column_text]<\/p>\nStep 1: myBillBook Finds Connected Parties<\/h3>\n
If both businesses have the same mobile number saved for each other in party details, myBillBook can auto-pair the ledgers.<\/p>\n
Step 2: Shared Ledger Becomes Available<\/h3>\n
Connected ledgers can be discovered from the Parties tab banner or the new Floating Action Button. The list shows all connected books in one place.<\/p>\n
Step 3: View Shared Vouchers<\/h3>\n
You can open the connected ledger to view shared vouchers, including invoices, payments, and notes.<\/p>\n
Step 4: Convert Supplier Invoice to Purchase<\/h3>\n
If your supplier has shared a sales invoice, you can use Convert to Purchase to create a purchase bill in your books. Items, taxes, and dates are copied automatically.<\/p>\n
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\n\t\t\t\tWhy Businesses Use Shared Ledger\t\t\t<\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778649755604{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #4c3cce !important;}”][vc_column width=”1\/2″]\n
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\n Balance Clarity<\/span>\n <\/h3>\n Both sides see the same vouchers, reducing balance confusion.<\/p>\n <\/div>\n <\/div>\n<\/div>[vc_empty_space]
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\n Less Rework<\/span>\n <\/h3>\n Convert supplier invoices into purchase bills with fewer manual entries.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column][vc_column width=”1\/2″]
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\n Safe Viewing<\/span>\n <\/h3>\n Counterparties can view shared vouchers without editing your records.<\/p>\n <\/div>\n <\/div>\n<\/div>[vc_empty_space]
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\n Easy Identification<\/span>\n <\/h3>\n myBillBook marks connected parties for quicker shared ledger access.<\/p>\n <\/div>\n <\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778567909349{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #f1f0fc !important;}”][vc_column width=”1\/6″][\/vc_column][vc_column width=”2\/3″]
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\n\t\t\t\tWhat You Can Do with Shared Ledger\t\t\t<\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]<\/p>\nView Connected Ledgers<\/h3>\n
See shared buyer or supplier ledgers in one place when parties are paired.<\/p>\n
Check Shared Vouchers<\/h3>\n
View invoices, payments, and notes shared between connected businesses.<\/p>\n
Convert Sales Invoice to Purchase Bill<\/h3>\n
Turn a supplier\u2019s sales invoice into your purchase bill with one tap.<\/p>\n
Control Ledger Sharing<\/h3>\n
Suppliers can stop sharing for a specific party anytime.<\/p>\n
Manage Privacy in Bulk<\/h3>\n
Bulk privacy switches are available through customer support, as mentioned in the release note you shared.<\/p>\n
Handle Matching Edge Cases<\/h3>\n
If duplicate mobile numbers are found, myBillBook shows a party selector. Deleted parties are archived from the buyer\u2019s view, and default cash sales are skipped from linking.<\/p>\n
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\n\t\t\t\tHow Shared Ledger Stays Controlled\t\t\t<\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_column_text]<\/p>\nShared Ledger Controls<\/h3>\n
Use this section to make the page accurate and expectation-safe.<\/p>\n
Read-Only Access<\/h3>\n
The shared view is read-only for the buyer or supplier. They can view vouchers but cannot edit your books.<\/p>\n
Auto-Pairing by Mobile Number<\/h3>\n
Shared Ledger connects parties when both sides have the same mobile number saved.<\/p>\n
Duplicate Mobile Numbers<\/h3>\n
If the same mobile number exists in multiple parties, myBillBook shows a party selector instead of linking automatically.<\/p>\n
Deleted Parties<\/h3>\n
If a party is deleted, the buyer\u2019s shared view is archived.<\/p>\n
Cash Sales<\/h3>\n
Default cash sales are skipped when linking.<\/p>\n
Sharing Can Be Stopped<\/h3>\n
Suppliers can stop sharing at any time for a party.<\/p>\n
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\n\t\t\t\tUseful for Businesses That Work with Regular Buyers or Suppliers\t\t\t<\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778650533826{padding-top: 32px !important;padding-bottom: 32px !important;background-color: #4c3cce !important;}”][vc_column width=”1\/2″][vc_column_text css=”.vc_custom_1778590353935{padding-top: 16px !important;padding-right: 16px !important;padding-bottom: 16px !important;padding-left: 16px !important;background-color: #ffffff !important;border-radius: 5px !important;}”]<\/p>\nWholesalers<\/strong><\/span><\/h3>\nShare voucher visibility with regular buyers and reduce repeated balance confirmation calls.<\/p>\n
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Manufacturers<\/strong><\/span><\/h3>\nGive dealers or buyers visibility into shared invoices, payments, and notes.<\/p>\n
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Distributors<\/strong><\/span><\/h3>\nManage connected ledgers with retailers, dealers, and suppliers more clearly.<\/p>\n
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Retailers<\/strong><\/span><\/h3>\nConvert supplier sales invoices into purchase bills with fewer manual entries.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n
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\n\t\t\t\tManage Shared Ledgers with Less Confusion\t\t\t<\/h2>\n\t\t\t\t\t<\/div>\n<\/div>[vc_empty_space][vc_row_inner css=”.vc_custom_1778568832014{padding-bottom: 28px !important;}”][vc_column_inner width=”1\/4″][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_btn title=”Book Free Demo” style=”custom” custom_background=”#ffffff” custom_text=”#4c3cce” shape=”round” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Ffreetrial.mybillbook.in%2Fbook-demo-v1.html|target:_blank”][\/vc_column_inner][vc_column_inner width=”1\/4″][vc_btn title=”Start Free Trial” style=”outline” shape=”round” color=”blue” size=”lg” align=”center” button_block=”true” link=”url:https%3A%2F%2Fmybillbook.in%2Fapp%2Fcreate-account”][\/vc_column_inner][vc_column_inner width=”1\/4″][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1778568700477{padding-top: 32px !important;}”][vc_column css=”.vc_custom_1720434037319{padding-top: 0px !important;}”][vc_column_text]<\/p>\n
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Frequently Asked Questions<\/h2>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t
Is this Shared Ledger different from the SharedLedger Portal?<\/h3>\n\t\t\t\t\t\n\t\t\t\t\t\t
Yes. The SharedLedger Portal is mainly for sharing a customer portal link. This Shared Ledger feature focuses on connected buyer-supplier ledgers where both sides can view shared vouchers.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t
What does \u201cSee What Your Counterparty Sees\u201d mean?<\/h3>\n\t\t\t\t\t\n\t\t\t\t\t\t
It means both connected parties can refer to the same shared vouchers, such as invoices, payments, and notes, instead of comparing separate screenshots or manual entries.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t
Can Shared Ledger create purchase entries from supplier invoices?<\/h3>\n\t\t\t\t\t\n\t\t\t\t\t\t
Yes. If a supplier\u2019s sales invoice is shared, the buyer can use Convert to Purchase to create a purchase bill with copied items, taxes, and dates.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t
What happens if one mobile number is saved for multiple parties?<\/h3>\n\t\t\t\t\t\n\t\t\t\t\t\t
myBillBook shows a party selector so the correct party can be selected before connecting the ledger.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t
Are cash sales linked in Shared Ledger?<\/h3>\n\t\t\t\t\t\n\t\t\t\t\t\t
No. Default cash sales are skipped from linking, so they do not appear as connected buyer-supplier ledger entries.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n
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