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Generate a General Ledger Transaction List Report

To generate a report on specific GL transactions, click on the left menu Accounting > Transactions. Then look for the blue filter button, in the top right corner, which will allow you to filter your search. Enter the following data to filter your search:

  • Start
  • End
  • Account
  • Client
  • Supplier
  • Documents

Click on Filter.

The search data is displayed on the screen. Using the icons at the bottom of the page, you can print or export these transactions to Excel or PDF.

The report can be saved on your computer.

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