Search for General Ledger (GL) Codes in a Report

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This article will show you how to use filters on a Report to search for specific GL codes.

Instructions

  1. Sign in to Recreation Management

  2. Navigate to Reports:Menu displaying various options with Reports highlighted for selection.

  3. Select any report with relevant information regarding GL Filters:The Reports screen with the GL/Revenue Reports tab expanded and the General Ledger Summary report highlighted.

  4. Expand the Filters:The General Ledger Summary report screen with the Filters drop-down menu highlighted for selection.

  5. Configure the following GL Filters:The General Ledger Summary report with the Filters drop-down menu expanded and the GL Selection and GL Codes section highlighted.

    • GL Selection: Add the number or label

    • GL Codes: Select the code or codes to search for

  6. Click Apply:The General Ledger Summary report on the Filters drop-down menu screen with the Apply button highlighted.

  7. View the report:Example report results for the General Ledger Summary featuring the GL Type, GL Code/Description, GL Debit, GL Credit, and GL Net fields.

    Note:

    The Debit, Credit, and Net columns will always show four decimal places, however, the totals will show two decimals.