Navigating the General Ledger Report

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The General Ledger Report lists all transactions and changes made across all your accounts in Church360° Ledger and details Checks, Journal Entries, and Deposits.

Access the General Ledger Report by clicking on the Reports icon and selecting “General Ledger.”

There are a variety of ways to customize your General Ledger Report. Choose from any of the following options to customize your report:

Date Picker—allows you to select the specific time frame for your report (Fiscal Year, Month, or Quarter).

Type—pick a single transaction type or a combination of transactions.

Payee—choose a single payee or a combination of payees.

Group by Payee—group the transactions by payee.

Account—sort by specific accounts or a combination of accounts.

Group by Account—group your transactions by account.

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