Chart of Accounts List

Owned by James Koenig (Unlicensed)
Last updated: Jul 04, 2015 by Conner Helton (Unlicensed)
1 min read

Version: AN-506

Printed Report Title:  Chart of Accounts

Report Summary

Simple list of the full chart of accounts. 

Default Location In OBeer

Base Module: Orchestrated Reports → Financial Reports

 

Typically Used by

Owners and Comptrollers to get a list of the chart of accounts to give to auditors, personnel, stakeholders or to get a quick current account balance view.

Key Requirements

No specific requirements are needed to run this report. 

Tips

  • Select "Hide Inactive Accounts" or "Hide Accounts with $0 Balance" to shorten the report 

Parameter Entry Options

Required:

  • Show Current Totals
  • Show Account Codes
  • Enter DisplayLevel; (1 - 4)

Optional:

 

  • Hide Inactive Accounts
  • Hide Confidential Accounts
  • Hide Accounts with $0 Balance

Parameter Entry Image

 


Report Example

 

Chart of Accounts (Limited)

 Chart of Accounts (Full)