How To: Running the Chart of Accounts Listing (15-20)

Overview

This selection can be run at any time for a complete or partial listing of the current G/L Chart of Accounts.

Special Notes

  • Columns can be sorted by clicking on the column heading.

Step-by-Step

Click image to enlarge.

  1. In the ‘Enter From Account Number’ field, enter the first six digits of the G/L number that you want to start the listing with. Leave this field blank to start the listing with the first G/L account on file.

  1. In the ‘Enter To Account Number’ field, enter the first six digits of the G/L number that you want to end the listing with. Leave this field blank to end the listing with the last G/L account on file.

  1. Click ‘Done.’

Click image to enlarge.

  1. The Chart of Accounts appears:
    1. Click ‘Print’ to print a copy of the report to paper or a spooler. Then enter a printer or spooler ID, or enter “PDF” to print directly to a PDF file. If printing to PDF, accept the pre-prompted location on your computer or enter a new one.
    2. Click ‘Export’ to view the file in Excel. The information appears on separate tabs as it does in Tyler.
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