Custom Report Formats - GL Accounts

Custom Report Formats - GL Accounts

When the report has all of the Categories you require, you're ready to start binding in the General Ledger (GL) Accounts.

To do this, check the GL's you'd like to bind to a Category, click the Category in the middle pane, and then click "Add".

The Accounts will be removed from the GL Account pane and be added to the Category pane. (This may take a few seconds).

Use the Search Bar to find specific account codes, names, or P&L groups 


If you need to remove one or more GL Accounts, simply reverse this process - select the GLs from the Category pane, and click "Remove"

Congratulations, you're ready to start viewing your Monthly Forecasts using this report!

Need more information?

Send us a Support ticket to Support@Plus.Live

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