How to generate the General Ledger report

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• General Ledger Journals

  The General Ledger Journals function is used to post entries directly to General Ledger accounts and Projects. It is not used for corrections to debtor accounts. Finance > General Ledger: Journals How do I post a journal? Select the date, type, and ...

• How to generate the Chart of Accounts General Ledger report

  The Chart of Accounts General Ledger report lists all general ledger accounts configured for the school, filtered by status and sorted by your preferred grouping. Reports > Finances > Chart of Accounts: General Ledger How do I generate the report? ...

• How to manage General Ledger Accounts

  General Ledger accounts form the foundation of the school's accounting system, where all financial transactions are stored and summarised. Finance > General Ledger: Accounts How do I create a new account? Click Create new account. Enter the account ...

• How to generate a ledger detail report

  The Ledger Detail report provides detailed information about individual financial entries for a chosen account and period. Reports > Finance > Transactions: Ledger Detail How do I generate a ledger detail report? Choose the period within which the ...

• How to generate a ledger details report

  The Ledger Details report generates a detailed financial ledger for selected accounts. The report can be viewed as a PDF or exported to Excel. This article explains how to configure and generate the report. Reports > Finances > Transactions > Ledger ...