Detail Ledger Report

The Detail Ledger report allows you to print a list of all detail transactions for the specified accounting period or a date range.

Note: specify the first and last period of your accounting year to print a year-to-date report. This report is especially useful as a reference before running the Close Year utility.

Filters

Complete the following filters as needed:

  • Account Number: This filter lets you narrow down which accounts you want to display in the report. Selecting any option other than Show All displays fields so you can input the numbers.
  • Account Structure: select the levels you want to include in the report.

Note: If you see companies listed in the Account Structure filter, see General Ledger Plus for information on running reports.

 

Options

Complete the following options as needed:

  • Change Appearance?: check the box to change the font type and size. A drop-down option controls the white space between columns by a percentage.
  • Banded Rows?
  • Filter By
  • Report Options
  • Export Options
  • Page Break Options

 

Report

  1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. 
  2. Click the Clear Preferences link to reset all of your report preferences to their default values if needed.
  3. Click the Close Report button to return to the dashboard.

 

Updated

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

If you have an issue that requires help or feedback, please Contact Support.