The Chart of Accounts report will let you get a listing of all of, or just a selected listing of your accounts, organized by account type, major group, and minor group. Additionally, this listing can be filtered by responsibility and church body code.
- To access the Chart of Accounts report, in Finance, click on "Other Reports" and then choose "Chart of Accounts"
- You can choose which Funds, which account types, responsibility and church body codes you want to see accounts for by checking or unchecking these options in their respective boxes.
- There are 4 different formats of reports you can choose from:
- Two columns - This will display your accounts in two columns per page, grouping your accounts by Book, then by account type, then by major, then minor groups.
- Two columns, no groups - This will also display your accounts in two columns and also arrange your accounts by book, then account type, but it will not further group your accounts by Major and Minor groups.
- Standard - This format will show all your accounts in a single column, grouped by book, then type, then major and minor group, and will also show responsibility and church body codes.
- Accounts only (no groups) - This format will show all your accounts in a single column, along with responsibility and church body codes.
- The Account status field will let you choose if you want to see Active, Inactive or both Active and Inactive accounts.
- Click Print to generate your report.