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View General Ledger records and posted financial transactions across the organization. Supports review of account activity, transaction history, and financial data for reporting and audit purposes.

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View General Ledger Records

1

Navigate to General Ledger

A T GL Nav
2

Select a tab

A T GL Tab
  • By Accounts: View posted transactions and balances organized by General Ledger account.
  • By Partners: View posted transactions associated with specific customers, vendors, or partner records.
  • By Posting Transactions: View individual posted transactions and their associated accounting entries.
3

Select a fiscal year

A T GL Fiscal Year

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Export General Ledger

Export functions are only available in By Posting Transactions.
1

Select By Posting Transactions

A T GL Export
2

Select an action

  • Export: Download a G/L summary in xlsx.
  • Print: Open system print settings to print a G/L summary.