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Journal Summary Report

Journal Summary Report

How to use the Journal Summary report in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over 2 weeks ago

To access the Journal Summary report:

  1. In AccountsPrep, click Reports.

  2. On the dropdown, click Journal Summary.

This report is a summary of every batch entry. This includes all journal or batch entries (standard, double and quick journal entries) as well as all bank, cheque, deposit, sales and expense batches.


Filter by accounts

Use the accounts selector drop-down menu to choose which journals to include or exclude.

Filter to select multiple journals.
  • Click Check All to select check the boxes of multiple journals at once

  • Click Uncheck all to clear all checked boxes

  • You may use the Search box to find a specific journal/batch names



Exporting

Click Export to Excel to export the on-screen results to Excel.

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