There are a number of standard reports available to you to help you manage your general ledger. See the folder of Crystal Reports supplied to your organisation.
To access these reports, select Module > General Ledger > General Ledger Crystal Reports Available. You can browse or search through reports:
- previously marked as 'favourites'
- from a specific module
- from all modules.
You can search for reports based on the report:
- description
- code.
See Running reports in the Introduction manual for general information on how to run reports in Synergetic.
Description of key reports
Report |
Description |
|---|---|
G/L Finance Report (P&L Style) |
Using a structure that you have predefined using General Ledger Finance Reports. See Maintaining general ledger finance reports (on page ). |
G/L Bank Reconciliation |
Print off after marking all cheques and deposits in bank reconciliation. |
Departmental Expense Report - Any Month |
Print report of expenditure against budget to be given to departmental heads. Defined as cost centres on general ledger accounts. |
G/L Trial Balance - Any Month |
Print a listing of general ledger accounts showing their closing balance and movement for the month selected. |
Donation Receipts by Appeal (with Payment Type) |
Donor receipts by appeal with payment type. |
G/L Finance Forecast (P&L Style) |
Forecast two years in advance by specified percentages in the luGeneralLedgerBudgetForecastPercents finance lookup table. See Maintaining finance lookup tables in the Finance manual. |
