View Financial Activity screen

Use the View Financial Activity screen to create a list of general ledger account balances.

You can display balances for the current period or a previous period. You can select to view balances for a specific company and/or account.

To open the View Financial Activity screen, go to Financial > Reports > View Financial Activity.

Views are available for the following:

  • Account Balances
  • Transactions
  • Divisional Balance Sheet
  • Divisional Income Statement

You can customize the way the data is displayed using filters, calculations, groups, and more. See Customize Grids for details.