Analyze Client Activity - General Ledger

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

The General Ledger view provides you with a snapshot view of the client's beginning balances, current debit and credit amounts, and period-end balances for general ledger accounts with activity.  

From any client-specific screen, use one of the following methods to access the General Ledger view.

Drill-down feature

Click any of the blue hyperlinks to drill down and view the transaction details for a specific general ledger account. You can then click on specific debit and credit amounts to view the source transaction within the Actions > Enter Transactions screen, the Actions > Enter Payables screen, the Actions > Enter Invoices screen, or the Actions > Manage Customer Payments screen.

Fields & buttons

Related topic: Analyze Client Activity

Share This