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General Ledger

This Help File Page was last Modified on 07/21/2012

General Ledger

This Help File Page was last Modified on 07/21/2012

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General Ledger

This Help File Page was last Modified on 07/21/2012

Previous topic Next topic  
□The General Ledger Listing offers no options.  It is what it is.
•On the Main Menu, Select Reports and Choose the General Ledger sub-menu, then Click General Ledger.

 

□General Ledger Listing tabs - There are two tabs on the General Ledger Listing dialog.
•The Preview tab displays the General Ledger Listing.
•Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively.
•Page Up/Page Down - Moves the report to the previous or next page, respectively.

HelpFilesGeneralLedgerReportSample

General Ledger Listing - Preview tab

 

•Arrows - The arrows allow you to move back and forth, from page to page.
•Number - Indicates the page number you are viewing.
▪You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.
▪If you enter an invalid page number, it will be ignored.
•Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.
•Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).
•Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.
•Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

▪When you Click the Zoom To Percentage button, the Percentage selector will be displayed.
▪You may then Click the Up  or Down ‚ arrows to set the exact amount of Zoom you want.
•Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed General Ledger Listing, and may also be converted to a PDF or various other types of documents, or into an Excel® Spreadsheet file.
•Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.
•Exit the Preview tab by Clicking the Close button x on the right at the top of the Form.

 

•Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

HelpFilesGeneralLedgerReportDataView

General Ledger Listing - Data View tab

 

•Arrows - Click the arrows to move through the record.
•Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons):
▪Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.
▪Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.
▪Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.
•Exit the Data View tab by Clicking the Close button x on the right at the top of the Form.