Saturday, December 8, 2018

General Ledger to show transactions and balances within specified period range and not include the beginning / running balance for each account.

Scenario:

        Navigate to Reports> Financial > General Ledger

        To be able to see all transactions and balances withinspecified period range and not include the beginning and running balance foreach account

 

Solution:

1.       Click Customize

2.       Add Accounting Period field under the Filters tab > Transactions folder

3.       Click the Select Multiple button

4.       Choose the periods

5.       Rename then Preview or Save the report

6.       Choose same accounting periods in the Periodfield.

7.       Click Refresh

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