Recommended for Accounts Supervisors and Managers

Delivered online via video conference

Duration is 30 minutes

About this course

Introduction

  • Obtaining a Report List
  • Commonly Used Reports: Ledger Balance

Ledger Balance Filters

  • Running the Ledger Balance Report
  • Filtering the Ledger Balance Report

Checking For Overdrawn Client & Deposit Balances

  • Future Postings & Balance Filtering
  • Other Filters
  • Running the Report

Check For Credit Balances On Office Or Disbursements

  • Future Postings & Balance Filtering
  • Other Filters
  • Running the Report

Exporting Report Results

  • Export Types
  • Sorting & Filtering
  • Subtotals
  • Sum & Count Functions