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Running the General Ledger Report

Generate the General Ledger report to review a complete record of all account transactions, including debit and credit entries, across your organization.

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Prerequisites

  • At least one journal entry or accounting transaction has been posted in the system
1

Open the General Ledger report

Navigate to Accounting > Reports > General Ledger. The report page will load automatically.
2

Run the report

Click the Run Report button to generate the report. The system will retrieve and display the relevant ledger data.
3

Review the results

Once the report has loaded, verify that the results display account information along with Debit and Credit columns for each transaction entry.
The report may take a few moments to load depending on the volume of transactions in your system. Wait for the page to fully finish loading before reviewing the results.
Use the General Ledger report to reconcile account balances, audit transaction history, or prepare financial statements. If no data appears, confirm that transactions have been posted within the selected date range or filters.