Journal report with amounts and details?

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  • Updated 5 months ago
Does anyone know how to create a journal report with the amounts and details of each journal shown?

I cannot find how to filter any report to show this and seems ridiculous that this isn't possible but I can not figure it out.

Many Thanks
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Helen Poggio

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Posted 10 months ago

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John G, Information Support Analyst

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Hello Helen,

Call up the Custom Transaction Detail Report and then filter it for Journal transaction type.  Add and remove columns to produce the information you require.

I hope this helps.


regards,
John
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Helen Poggio

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Thanks for your reply John.  Where would I find this report located as I cannot find this under any of the report headings?
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Linda Putland, Accredited Partner

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Hi Helen - if you go to Reports - then choose Accountant - then choose Journal - then choose your date range... now click Modify Report - and select Filters - then the last filter you will see on this screen (without scrolling) is Transaction Type - click this - then in the middle drop down list choose Journal. Click OK to see your report - this shows General Journal entries with their debit and credit amounts.... I think this may be the type of report you want?  you can then memorise it...  You can also see other transaction types and view the various debit and credit amounts that make up that entry.  Cheers Linda
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Helen Poggio

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Thanks Linda, I am using Reckon One so I cannot these same options in there but will figure something out.

Thanks.
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Margaret

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I've just followed this lot and like you Helen, can't seem to get the required report in Reckon One. Is there info out there somewhere???
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Linda Putland, Accredited Partner

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Sorry - I didnt pick up that you were asking about Reckon one....I assumed it was Reckon Accounts you were asking about (didnt look at the email properly!) - I have no idea how to do it in Reckon One - hopefully someone else will have an answer?  Cheers Linda
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Bobber

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No-one does as it can not be done.  Not even an option - CTRL-P gives you a screen dump, not a report in same format as I view the screen. Shame.