Ledger Reports

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.

Table of Contents

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