Reports: General Ledger Reports

General Ledger Reports

There are 5 General Ledger Reports:

1. Debit / Credit (Ledger) Report

2. Debit / Credit (Student) Report

3. Debit / Credit (Student - Detailed) Report

4. General Ledger Report

5. Search Ledger Comments Report

Details on how to generate each of the above reports are detailed below.  

Debit / Credit (Ledger) Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "Debit / Credit (Ledger)"

D: Type in the start date

E: Type in the end date

F: Click on "Get Report"

G: Report has run successfully

H: This report can be printed or downloaded to excel

Debit / Credit (Student) Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "Debit / Credit (Student)"

D: Type in the start date

E: Type in the end date

F: Type in the user

      - For all users type in "ALL"

G: Click on "Get Report"

H: The Report has run successfully

I: Click on the print logo to print

Debit / Credit (Student - Detailed) Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "Debit / Credit (Student - Detailed)"

D: Type in the start date

E: Type in the end date

F: Type in the user

      - For all users type in "ALL"

G: Click on "Get Report"

H: The Report has run successfully

I: Click on the print logo to print

General Ledger Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "General Ledger"

D: Type in the start date

E: Type in the end date

F: Type in the user

      - For all users type in "ALL"

G: Select which reports to run

H: Click on "Get Report"

I: The Reports has run successfully

      *If you have run multiple reports you may need to scroll down

J: Click on the print logo to print

Search Ledger Comments Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "Search Ledger Comments"

D: Type in the comment or key word you are looking for

E: Click on "Get Report"

F: The Report has run successfully

G: Click on the print logo to print

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