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Journal Summary report

How to use the Journal Summary report in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated this week

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


Access

To access the Journal Summary report:

  1. In AccountsPrep, click Reports.

  2. On the drop-down, click Journal Summary.


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 multiple journals at once

  • Click Uncheck all to clear all checked boxes

  • Use the Search box to find a specific journal/batch name



Exporting

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

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