How to Create General Ledger Reports in Docyt.

General ledger reports provides details on a company's net profit or loss, income, and expenses for a specific time period.

Table of Contents

• Accessing the Report
• Sample Report
  
  

How to Access

1. Sign in to your Docyt account.
2. Click on the gear icon located in the upper right corner of the screen. From the dropdown menu, choose 'Data Export' and then select 'View All'. 
   
   
3. Click the 'Plus' icon '➕' to expand the dropdown menu. 
   
   
   From the displayed options, choose 'General Ledger Report.' Then, choose the business name and months for which you need the reports. 
   
   
4. Click on 'Export Data' to initiate the processing of your report.
   
                                                              
5. Your report will be generated and will be ready for you to download.
   
   

5.   The report will begin to display in the Excel Format.

Sample Report