Viewing the General Ledger Summary

The General Ledger summary provides an overview of all account balances in your system. This guide explains how to use it for financial analysis.

1. Go to the 'Reports Module' and click on 'General Ledger Summary.'
2. Filter accounts by date range or specific categories (e.g., Assets, Liabilities).
3. View opening balances, closing balances, and transaction summaries for each account.
4. Export the summary for external analysis or record-keeping.
5. Use the General Ledger summary to monitor financial performance over time.

• Go to the 'Reports Module' and click on 'General Ledger Summary.'
• Filter accounts by date range or specific categories (e.g., Assets, Liabilities).
• View opening balances, closing balances, and transaction summaries for each account.
• Export the summary for external analysis or record-keeping.
• Use the General Ledger summary to monitor financial performance over time.