Here are the steps on how to print Chart of Accounts report:

  1. Go to GL Account Detail menu.
  2. When GL Account Detail search opens, the Chart of Accounts tab is opened by default.
  3. Click Export then select Excel or PDF or Text.
  4. Upon export, it should automatically save the exported data in the format selected. 

  1. Open Report Parameters screen of Chart of Accounts report. (See How To Print General Ledger Reports)
  2. Fill out Selection Criteria section. User can select from the combo box list, or manually type on the field of the Field Name column. If field is left blank, all records will be included in the report.
    • Profit Center - This refer to the segment with Segment type. This may vary depending on the segment name you entered when you create your Account Structure. Use this to filter the account ids based on the selected segment code.
    • Primary Account - This refer to the segment with Primary type. Use this to filter the account ids based on the selected primary account.
    • Account Type - This refer to the type assigned on the accounts when it is created. Use this to filter the accounts based on the type selected on the field.
    • Account Group - This refer to the type assigned to the accounts when it is created. Use this to filter the accounts based on the type selected on the field.
    • Account Description - This refer to the description assigned to the accounts when it is created. Use this to filter the accounts based on the description selected on the field.
    • Account Id - Use this to filter the report by the selected account ids based on the condition setup.
  3. Preview the report by clicking the Preview toolbar button. The report looks like this:

You can also print this report directly from Chart of Accounts screen and then follow the same steps.

 

 

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