Here are a few options for customizing and using General Ledger Reports

Setting a Custom Month Range for the Posting Period

If you want to include data for a period of months, you can enter a customized month range for the report. For example, you can set the range of months for a quarter, two months, six months, or any combination of months that you need to report. The month range feature is not available for all reports.

Saving Reports

You can save multiple copies of a report per user, per dataset. In your report settings, you can save reports with a new name and enter comments or a description of the report. You can also save the report for its purpose, as a private user report that only you can view, or a public report that any user can view and print.

Including Open Transactions

You can view all open general ledger transactions on reports before posting, so you can see the effect of transactions before they are finalized. This is an easy way to verify the transaction details and correct them before posting, if necessary.

Batch Reports

You can set up a different batch for the reports you want to print weekly, monthly, or anytime. The batches can include ACS default reports or your own customized reports. You can set up as many report batches as you want to meet the needs of your organization.

Selecting the module to generate a report

In the Financial Reports window, a selection bar is available on the Reports tab. Depending on the ACS modules that your organization owns, you can click the selection bar to select the type of report you want to generate, whether it is General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, or Purchase Orders.