Table of Contents
View Reports
Journal Inquiry
GL Inquiry
Bank Account Inquiry (What cleared each month)
Trial Balance
Balance Sheet
Profit and Loss
View Reports
You can view several Reports from the Banking and General Ledger Tab.
Journal Inquiry
Step 1: Choose the Type of Journal Entry (Bank Payment, Deposit, Sales Invoice, etc…)
Step 2: Enter in the Date Range you would like to see
Step 3: Click
GL Inquiry
Step 1: Choose the account you want to see
Step 2: Choose Date range
Step 3: Choose Dimensions (if any)
Step 4: Click
Bank Account Inquiry (What cleared each month)
Step 1: Choose the account you want to see
Step 2: Choose Date range
Step 3: Click
Trial Balance
Step 1: Enter in the Date Range you would like to see
Step 2: Choose Dimensions (if any)
Step 3: Click
Balance Sheet
Step 1: Enter in the
As at:
Date you would like to see
Step 2: Choose Dimensions (if any)
Step 3: Click
Profit and Loss
Step 1: Enter in the Date Range you would like to see
Step 2: Choose a
Compare to:
Drop down Item
Accumulated:
Period Y-1:
Budget:
Step 3: Choose Dimensions (if any)
Step 4: Click