Skip to main content

How to: Multi-Project General Ledger

The Multi-Project General Ledger eliminates the need to navigate to a specific project to see or search for transactions within the company.

Updated over a month ago

Step 1: Under Accounting, click GENERAL LEDGER.

Step 2: Click SHOW ALL PROJECTS.

Step 3: Click the PROJECT VIEW tab.

From here, take advantage of the ability to view transactions of all projects within your company. Use the filters to show transactions for a particular project, account, set code, and more.

Filtered GL's can be exported as excel or PDF files. To export the GL or filtered GL, click EXPORT toward the top right-hand corner, then click PDF or EXCEL.

Note: The PDF option can only capture one page worth of transactions, whereas the excel option can export all pages of transactions.

Did this answer your question?