Difference between revisions of "How do I Print a Ledger Listing?"
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== Summary == | == Summary == | ||
The following article explains how to print a Sales or Purchase Ledger listing. This will give you a printed history of the account that will show all the transactions that you can view in the Customer or Supplier History option. | The following article explains how to print a Sales or Purchase Ledger listing. This will give you a printed history of the account that will show all the transactions that you can view in the Customer or Supplier History option. | ||
+ | |||
+ | Alternatively you may wish to print a Nominal Ledger listing. This report will list all nominal transactions per centre for the given period. Be warned this may be a very large printout so you are advised to choose a PDF print output. | ||
== More Information == | == More Information == | ||
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** If you want to print the history for suppliers in an Account Group, enter this in the {{DataPrompt|From group}} field and the {{DataPrompt|To group}} field. | ** If you want to print the history for suppliers in an Account Group, enter this in the {{DataPrompt|From group}} field and the {{DataPrompt|To group}} field. | ||
* Click {{Button|Print}} to print the transactions. | * Click {{Button|Print}} to print the transactions. | ||
+ | |||
+ | === Nominal Ledger Listing === | ||
+ | Go to {{Menu|{{NL}}|Nominal Reports|Nominal Ledger Listing}}. | ||
+ | * If you wish to print transactions for the current financial period, leave the date range as it is. | ||
+ | ** To print a range of transactions enter the date range to suit. | ||
+ | * You may also specify a centre, range of centres or type of centre using the {{DataPrompt|P&L or B/S}} dropdown. | ||
+ | * Prior to clicking {{Button|Report}}, press {{KeyPress|A-P}} and choose your PDF printer e.g. {{DataValue|92}}. | ||
+ | * Save the pdf document into a suitable location. | ||
== See also == | == See also == | ||
* [[How do I find a customer?]] | * [[How do I find a customer?]] | ||
+ | * [[How do I find a supplier?]] | ||
* [[How do I view customer or supplier transaction history?]] | * [[How do I view customer or supplier transaction history?]] | ||
+ | * [[What does nominal review show me?]] | ||
− | {{KB_Tags|customer, supplier, history, document, transaction, ledger, listing}} | + | {{KB_Tags|customer, supplier, history, document, transaction, ledger, listing, nominal listing}} |
− | {{How}}{{KB_PL}}{{KB_SL}} | + | {{How}}{{KB_PL}}{{KB_SL}}{{KB_NL}} |
Revision as of 16:34, 30 June 2020
Contents
Summary
The following article explains how to print a Sales or Purchase Ledger listing. This will give you a printed history of the account that will show all the transactions that you can view in the Customer or Supplier History option.
Alternatively you may wish to print a Nominal Ledger listing. This report will list all nominal transactions per centre for the given period. Be warned this may be a very large printout so you are advised to choose a PDF print output.
More Information
Sales Ledger Listing
Go to " Sales Ledger Sales Reports Ledger Listing".
- If you wish to print transactions up to the end of the current financial period, leave the "Transactions" option set to 'Current'. To print all transactions, set 'Transactions' to 'All'.
- In the "From customer" field, enter the customer code for whom you want to print the history and press <Enter>. This will put the same customer in the "To customer" field.
- If you want to print the history of all accounts, leave both of these fields blank.
- If you want to print the history for a range of customers, enter the first customer in the "From customer" field and the last customer in the "To customer" field.
- If you want to print the history for customers in an Account Group, enter this in the "From group" field and the "To group" field.
- Click [Print] to print the transactions.
Purchase Ledger Listing
Go to " Purchase Ledger Purchase Reports Ledger Listing".
- If you wish to print transactions up to the end of the current financial period, leave the "Transactions" option set to 'Current'. To print all transactions set 'Transactions' to 'All'.
- In the "From supplier" field, enter the supplier code for whom you want to print the history and press <Enter>. This will put the same supplier in the "To supplier" field.
- If you want to print the history of all accounts, leave both of these fields blank.
- If you want to print the history for a range of suppliers, enter the first supplier in the "From supplier" field and the last supplier in the "To supplier" field.
- If you want to print the history for suppliers in an Account Group, enter this in the "From group" field and the "To group" field.
- Click [Print] to print the transactions.
Nominal Ledger Listing
Go to " Nominal Ledger Nominal Reports Nominal Ledger Listing".
- If you wish to print transactions for the current financial period, leave the date range as it is.
- To print a range of transactions enter the date range to suit.
- You may also specify a centre, range of centres or type of centre using the "P&L or B/S" dropdown.
- Prior to clicking [Report], press <Alt+P> and choose your PDF printer e.g. '92'.
- Save the pdf document into a suitable location.
See also
- How do I find a customer?
- How do I find a supplier?
- How do I view customer or supplier transaction history?
- What does nominal review show me?