How To View General Ledger Report and Download It

1. Go to the left sidebar menu. Click the FINANCIAL → Reports.

2. On the Reports, click General Ledger. The system will run the current month’s report.

3. To filter the report. Click the Filter icon. The Filter Report window will open. Select from the drop-down list. Click the Apply Filter button.

4. To download the report, click the Download icon. Choose the preferred format (Download PDF or Download Excel).

5. To print the report, click the Printer icon.

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