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How to Create General Ledger Reports in Docyt

General ledger reports is a comprehensive financial record that summarises all financial transactions across the organisation's accounts within a specified period.

This report is exclusively available for Docyt Advanced Plan customers.

 

1. Overview : 

The General Ledger (GL) report typically refers to a detailed summary of a company's financial transactions, categorized by accounts. The GL report is essential for tracking the financial health of a business, reconciling accounts, and ensuring that all transactions are properly recorded.

2. Key Features of the GL Report in Docyt :

  • The GL report provides a detailed list of all transactions for a specific period.
  • Each entry includes key details such as date, account name, debit/credit amounts, and a description.

3. Table of Contents

A. Accessing The Report

B. Sample Report


A.  Accessing The Report

  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.

 

B.  Sample Report