Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Digital Workflows
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
Accounting Solutions (Citrix)
Technical Release Notes
Canadian Payroll/Accounting Solutions
How to: Run an Accounting Report
Step 1: On the left navigation under Accounting, click ACCOUNTING REPORTS.
Step 2: Click RUN REPORT.
Step 3: Select a Category from the drop down menu.
Step 4: Select a Report Type from the drop down menu.
Step 5: Enter a File Name for your report.
Step 6: Apply the filters you would like to run the report for in the Filters section.
Step 7: Click RUN.
Step 8: Once the report is generated, it will appear on the Accounting Reports grid. Click on the PDF file or CSV file to view.
The PDF will open and you can print or save and the CSV file will download automatically for you to open and view.