The General Ledger page has been updated with a couple of key changes based on continuous feedback:
New Export Format
We have received common feedback that the current export of data onto one tab in Excel is then a little time consuming to reformat or search for key areas to review the data further. As from this release, the export will now split out each Account Code into separate tabs.
Additional Detail
As the export now splits onto separate tabs, we're now also able to reformat the display of data and a common request we have received is to separate the transaction details from the Reference type to further help with reconciliations. You will now see a new Details column in each tab
Download History
As there are a number of team members that can be using this section at the same time, we have also created a View Downloads button. When you create an export, it will schedule a back ground task whilst it is preparing the data and simply click on the View Downloads button to check if it's ready to download. Each download will mark the user who has created the report so it's easier to select and download your report:
We hope you enjoy the new General Ledger screen!