General Ledger Report

Ways to get help while you work:

  • Handy Tool Tips
    for each field on every screen. When you hover in a particular field, Geni gives you hints about the information that should appear in the field; in addition, if more than one answer is available, Geni displays all of the possible entries for quick reference and selection.
  • Quick-Pick Lists
    are generated from integrated data contained in the setup, case management and accounting features of the program to make data selection quicker and learning how to use Geni faster.
  • Help Screens
    are available by pressing the Help button on the Taskbar at each level of the program or Ctrl+H on pop-up screens so each user can “learn as you go.”

This financial report can be printed on-demand anytime to show income and expense allocations to the Chart of Accounts by Division by Date.

Click MANAGEMENT > REPORTS > FINANCIAL REPORTS > GENERAL LEDGER REPORT on the main Taskbar.

Immediately upon clicking the General Ledger Report tab, the print overlay screen opens. Please make the following selections:

  • Enter desired start date; default is current date
  • Enter desired end date; default is current date
  • Enter Division Code
  • Select print to “S”creen or “P”rinter; default is “P”rinter
  • Enter number of copies
  • Click Print for print results or ESC to return to the previous screen