General Ledger Report
To review all client transactions in a single report, we recommend creating a custom transaction review task. This will pull in all transactions in the ledger in the given close period.
To create a custom file review task:
Go to the Transaction Review section, then choose + Add Report
Select + Add New Task
Add a task title
Enter the logic Account Is not blank.
This logic returns all transactions because all transactions must have an account.
Reviewing the general ledger table
Make sure to change the date range if you want to see transactions older than 1 month.
💡 Each close period has access to the trailing 12 months of transaction data.