GL > Financial & Management Reporting

From the chart of accounts menu their are several reports you can run to report on financial postings, fiscal year, year-to-date, by customer and by dimension.

Some of these reports can be customised to show specific information about your business.

Examples of reports you can customise are:

• 264 - Financial Bookings

• 310 - Fiscal report, 12 Months

• 313 - Period and Year to Date

• 314 - Statement of Accounts by Dimensions, 12 months

• 329 - Period and Year to Date by Customer

• 465 - Fiscal report, Year to Date Actuals

For more information about setting these reports up please refer to the following articles:

• Folders, Reports & Documents Summary > Financial Postings Report 264

• Custom Management Reporting

RUNNING THE REPORTS

Once you have setup your reports in the settings module, you can then run your reports.

• Go to finance & administration module > general ledger sub menu > chart of accounts

• Click on the reports icon > from the drop down, select your report

Open

1. Once the report is selected, complete the report criteria

2. Click the PDF button, to generate a PDF of the report

Open

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