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General Ledger Reports

Using the Create Accounts Preview Report

After Using Create (G/L) Accounts, print this Preview report. This report displays account numbers, status (active or inactive), and account group.

To view this report, you must enter data into the fields in the Setup > Reports > G/L Create Accounts window, click the Preview button, then click Print.

  1. Select a Sort By option:
    • Account Number (then select From/To range)
    • Segment (then choose the segment)
    • Account Group
  2. Choose the option Select Account Groups by Sort Code Range, then fill in the From / To Sort Code fields. If you do not select this option, enter the range of account groups for the selection in step 1.
  3. In the table, select the range of Segments.
  4. Include the following details (optional):
    • Subledger
    • Optional Fields
  5. Click Print.