leannea4b's avatar
leannea4b
Contributing Partner
11 years ago
Status:
Done

Report: General Ledger Summary

Can you generate a General Ledger Summary Report that has an opening balance, a closing balance and net activity (movement column) for Accountants?

Accounts
Reporting
T:Banking and Ledger

43 Comments

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  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

     Hi mi-shell87

    Thank you for your feedback in regards to this idea.

    Along with commenting for an idea on the Idea Exchange I would recommend showing your support by voting for an idea. You can vote for an Idea using the + Vote button next to the idea's name.

  • mi-shell87's avatar
    mi-shell87
    User
    10 years ago

    This should be included as part of the reports in Essentials. Accountants need this ledger provided.

  • Rum's avatar
    Rum
    Experienced Cover User
    11 years ago

    Is this report available yet.

     

    Urgently required for accountants

  • JacobWard's avatar
    JacobWard
    User
    11 years ago

    Here are some necessary features that I believe LiveAccounts is lacking and definitely need to be included:

     

    • Being able to produce a General Ledger Summary
    • Being able to export a Trial Balance to excel
    • When entering manual journal entries, you are required to click on the drop down menu and select the account name. You should be able to type the account number and tab across.

    Without these features, I found using LiveAccounts to prepare financial statements very time consuming.

    • JP18's avatar
      JP18
      Contributing User
      11 years ago

      Yes, would be nice to be able to view the trial balance on screen and drill in to the numbers and have the choice to export to XLS or PDF. These functions are available for Balance Sheets and Profit/Loss statements so seems strangethat the same functions aren't available for the TrialBal.

    • Matthew_W's avatar
      Matthew_W
      MYOB Staff
      11 years ago
      Status changed:
      Open
      to
      New
      Thank you for your feedback Jacob, we'd be happy to consider these as features options to add into a future update for LiveAccounts. We would be keen to hear what the rest of the community thinks about these suggestions.
  • Matthew_W's avatar
    Matthew_W
    MYOB Staff
    11 years ago
    Status changed:
    Open
    to
    New
    Thank you for your suggestion and the great feedback it has already received. Anyone that hasn't already voted and commented and wants to see this please do remember to do so to show your support.
  • misstams's avatar
    misstams
    Trusted Cover User
    11 years ago

    This would be fantastic!!! To be honest, I don't know why it is not included.

    Furthermore, even on the General Ledger Detail report provided by LiveAccounts, it does not calculate the Net Activity. I understand that you could export it to Excel and calculate it yourself but this year is the first year that the client has used LiveAccounts and the Opening Balances have been included on the GL at 1/7/12 and thus we still have to do an adjustment for Opening Balances as well. (Please note, the opening balances were entered in the Opening Balances window and not as a journal)

  • interAccounts's avatar
    interAccounts
    Valued Partner
    11 years ago

    Would also be useful for this report to be exportable to Excel so it can be imported into the AccountRight software when customers need to upgrade