Creating a Detailed General Summary

The Detailed General Summary provides transaction-level details for all accounts in your system. Learn how to generate this report for detailed analysis.

1. Go to the 'Reports Module' and click on 'Detailed General Summary.'
2. Filter by account, transaction type, or date range.
3. View detailed transaction data, including references, amounts, and descriptions.
4. Export the detailed summary for further analysis or reporting.
5. Use this report to identify discrepancies or audit account transactions.

• Go to the 'Reports Module' and click on 'Detailed General Summary.'
• Filter by account, transaction type, or date range.
• View detailed transaction data, including references, amounts, and descriptions.
• Export the detailed summary for further analysis or reporting.
• Use this report to identify discrepancies or audit account transactions.