Generate a Bank Account Ledger Report

Use the Bank Account Ledger report to view the ledger for each trust account that your organization configured in Latitude.

To generate a Bank Account Ledger report

1. In the Invoices window, from the Reports menu, click Bank Transaction Report and then click Preview. The Report Viewer window appears.

2. To export the report to a file, do the following:

1. In the menu bar, click the Export icon. The Export Report dialog box appears.

2. In the File name box, type a name for the report.

3. In the Save as type, click the type of file to export the report to and then click Save. When the export completes, a notification dialog box appears.

4. Click OK.

3. To print the report, do the following:

1. In the menu bar, click the Print icon. The Print dialog box appears.

2. Modify the settings as necessary and then click Print.

Note: You can also print the report from the Reports menu by clicking Bank Transaction Report and then clicking Printer.

Related Topics

Reports

Report Viewer