The General Ledger Register is essentially a General Ledger report that can be used to view transactions that have been posted to your General Ledger in LOU Accounting.
You can expect to find transactions posted automatically by LOU for financial transactions as well as your manually created Journal Entries .
WAIT! Make sure your Chart of Accounts and Control Accounts are set up before continuing.
Historical Data
This General Ledger Register will not show AP data prior to going live on LOU Accounting. This primarily impacts clients who are going live on LOU Accounting after being live and transactional in LOU.
Go to Accounting / Financials / General Ledger Register
When you click the General Ledger Register tile, this pop-up comes up, asking you what you want to see.
- Accounting Period: Choose the Accounting Period you want to view.
- Date Range: Toggle this on if you want to run the register for a specific Date Range within the selected Accounting Period.
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- REMEMBER! You can run this report for up to one month at a time.
- General Ledger Account Types: Choose a specific Account Type or the default All.
- General Ledger Account: Choose a specific Account within the Type chosen above, or the default All.
- Department: Filter by one Department or All.
- Output Spreadsheet: Toggle to receive the register as a spreadsheet.
- Output PDF: Toggle to receive the register as a .pdf instead.
- Toggling this on toggles the spreadsheet option off and gives you the option to print in Landscape.
Once you’ve made your selections click Calculate. LOU will process the register to the output you chose. An Excel file will download to your device’s Downloads folder or a new browser tab will open with the .pdf on display. From there, you can print or save the .pdf.
Spreadsheet Output
PDF Output