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General Ledger Summary

The General Ledger Summary report provides a concise overview of all financial transactions recorded in your general ledger. It offers a snapshot of your business's financial performance and position over a specified period, allowing you to quickly assess your accounts.

Creating a General Ledger Summary Report

To create a new General Ledger Summary report:

  1. Navigate to the Reports tab in the left navigation pane.

  2. Scroll through the list of available reports and click on General Ledger Summary.

  3. Click the New Report button.

    General Ledger SummaryNew Report
  4. Configure the report parameters as needed, such as the reporting period.

  5. Click Create to generate the report.

The generated report will display the totals for each account, giving you a clear summary of your company's financial activities during the selected period.