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GL Report
Angel Horowitz avatar
Written by Angel Horowitz
Updated over a month ago

Want to learn more about GL Codes?

Check out this article below to learn how to create GL Codes.

If you are currently using the Split GL code feature, you will want to run the report "General Ledger - Split GL Codes".


Overview

The General Ledger Report tells you how much you have "invoiced" for a program broken down by GL Code.


Authorization

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In order to access the report, you must have the "GL Sales Report" authorization assigned to the role. If you have the "Global Financial" authorization as well, the format settings will be saved from session to session.

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Where

To access the report, you can either type in the global search box, "General Ledger" or from the top drop down menu, under "Reports", you can see the report to select from.

There are two General Ledger reports. If you are specifically using Split GL codes within your system, please select the "General Ledger - Split GL Codes" version.


How

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  1. Choose Location(s)

  2. Programs: By default, the report will display all Programs but if you want to view specific Programs only, they can be selected.

  3. Dates: Select from either a predefined date range or custom date range.

  4. Format Type: We offer the ability to export your data to various software systems.

  5. Format Options: Decide if you want to show or include any additional details in the report.

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