Procedural Note 50                   

Reports – Accounts – Entity Account Summary

This report provides a summary of the transactions for entity you would like to view.

      1. Modify the report title as needed and select the year and month of data you want to view.

            2. Update the type, depending on whether you would like to view Business, owner, supplier, pool, tenant or unallocated data. Add in the range you would like to view.

      

            3. You can then choose to view, download, export as csv, or send as an email.

            

            4. You can also print and/or save once you have opened the report (by pressing view).