Report: General Ledger Summary

[leannea4b]

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

[GeorgeElias]

Definitely need this one!

[interAccounts]

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

[misstams]

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)

[Matthew_W]

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.

[JacobWard]

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.

[Matthew_W]

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.

[Rum]

Is this report available yet.

Urgently required for accountants

[JP18]

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.

[mi-shell87]

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

[Steven_M]

 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.