General Ledger > Reports >

Chart Of Accounts

 

         

 

 

Overview

The Chart Of Accounts report allows you to print your chart of accounts in a variety of ways.

 

This Help page contains the following sections:

Filters and Options

Report

 

 

Filters and Options

On the Filters tab select the levels you want to include on the report in the Account Structure area. The Account Number filter allows you to further narrow down which accounts you want to display on the report. Selecting any option other than Show All displays field(s) so you can input the number(s).
 

 

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

 

On the Options tab select your Report Options such as whether you want to print a Detail or Summary report. Select the Change Appearance? check box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage. For Detail reports you can also select to Print Notes and Print Setup Information. The Detail report displays columns for Type, Account#, Description, and Closing Account. The Summary report displays only the Account# and Description columns and has an option to Print In 2 Columns.

 

For Account Status select to print Active, Inactive, or All Accounts. Select if you want to Show Inactive Levels. You can then choose your Page Break Options: None, Fund, or Department. There are also options for Include Header Lines and Include Total Lines.

 

 

Report

Click the Run Report button to display a preview of your Chart of Accounts report. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences or click the Close Report button to return to the main General Ledger page.

 

 

Compiled on 1/24/2018 8:42:27 AM