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How to create a Monthly General Ledger Summary Report

This guide explains how to generate a Monthly General Ledger Summary Report for financial analysis.

Step by Step Guide: 

1. Navigate to ACCOUNTING > General Ledger > General Ledger Reports.

2. Expand the Trial Balance & Summary Reports and click on Monthly General Ledger Summary Report.

3. Enter the following information. There are up to 3 Grouping Options that can be selected for one report. Choose a different option for each group.

Grouping Options:

  • Office
  • GL Account
  • GL Account Type
  • Client
  • Master Client
  • Client Type
  • Product
  • Job
  • Job Type
  • Task Type
  • Supplier
  • Master Supplier
  • Supplier Type
  • Transaction Type
  • Department
  • Employee

4. Select EXCEL, EXPORT, or PREVIEW to view the report.