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April 14, 2025
Question

Accounting Backlog Report

  • April 14, 2025
  • 1 reply
  • 0 views

Is there a way to run or customize a report to show the Accounting Backlog for a particular month?

1 reply

Candice C
April 14, 2025

Good morning, @AlchemyGHS

 

Welcome to the Community! 

 

You should be able to use any of the Transaction List or Transaction Details reports to get the results you'd like. You can customize the report by adding new columns, filtering, and much more. Here's how: 

 

  1. Go to the Reports tab on the left-hand menu bar. 
  2. Select the Standard Reports option. 
  3. Scroll down and click on the report you'd like to use. 
  4. Press the Customize button in the top right-hand corner. 

 

Feel free to come back if you have any other questions or concerns. I'll be right around the corner.