Create ad hoc general ledger report

We desperately need one report that can show a budget manager what he/she spent money on in any given month. This means we need a meaningful description column on the report that pulls records from both Payables and Expense Management. This is the format that would be helpful:


Account # and description

Post Date Description JE # Debit Credit Total

Subtotal by Period

Total for all Periods

This report needs to be able to pull records from any past period.

  • Guest
  • May 18 2022
  • Needs review
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