(33) Ledger Code Analysis

This Report is used to generate the Ledger Codes and whether they are Income Based or Expense Based, for a certain Date Range.

The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file

  • As a Word (.doc) file the report will generate in an editable format.
  • As an Excel (.xls) file this will place the information in cell formatting into rows. Can be used for .csv file imports.
  • As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.

Report - 33

Report - 33

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (33) Ledger Code Analysis
  4. Enter in theDate Range
  5. Select the File Format (either Word DOC, Excel XLS, or PDF)
  6. Then, click SEARCH to run the Report

Note: A separate window will open where you can View, Print or Save the document.

Report - Ledger Code Analysis

Report - Ledger Code Analysis

Report Navigation:

  1. Date Range
  2. Accounting Code
  3. Code Description
  4. Account Income
  5. Account Expense

Header & Footer Information:

a. Office Name and Contact information

b. Report Name

c. Date the Report was Run / Printed

d. Page Number of Report