Introduction/Purpose: 

The General Ledger Multi GL Summary Report gathers information from several general ledger accounts to provide a concise picture of financial activities. It displays account balances and transaction summaries for a specific time period, allowing decision-makers, auditors, and stakeholders to conduct quick assessments of financial health, trend tracking, and adherence to financial requirements.

How To Navigate To General Ledger Multi GL Summary: 

The navigation includes the following steps for viewing the general ledger multi GL summary report in the Financial Accounting system.

• Click on the reports tab: The reports can be accessed by clicking on the report tab on the side menu.

• Click on general ledger multi GL summary report:  The general ledger multi GL summary report can be accessed by clicking it from the final accounting report section.

General Ledger Multi GL Summary Report Listing:

A general ledger multi GL summary report in a Financial Accounting system is a feature which provides a detailed list of all transactions.

• Users can view the following information in the general ledger multi GL summary report listing page
  • Date
  • Account name 
  • Account code  
  • Contact amount 
  • Contact code 
  • Voucher no 
  • Description
  • Document/Transaction DR
  • Document/Transaction CR
  • Balance 
  • DR

User can perform the following actions 

• General ledger: The “General ledger” feature allows the user to select a specific general ledger.  

• Date criteria : The “Date criteria” function allows users to select date ranges, including options for quarterly and monthly periods.

• Status : The “Status” function allows users to select the types of accounts and their respective approval or pending statuses.

• Modify Rows : The “ Row “ function allows the user to change the view of the report in the Financial Accounting system.

• Restore : The “Restore” function allows the user to restore complete information with respect to the general ledger multi GL summary report 

• Print :The “Print” function allows users to print content by opening a print dialogue or displaying a preview of the content to be printed.

• Export : The “Export” allows users to extract  general ledger multi GL summary report data from the Financial Accounting system and save it in a format that can be used outside of the system.