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Re-print a previous end-of-month rollover report

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Summary


Learn how to re-print a previous end-of-month rollover report, showing all transactions within a selected period.

To re-print a report for all ledgers by date, you can generate a rollover report. This report will list all transactions on all ledgers, ordered by date. Keep in mind that it will only include transactions within the selected rollover period.

Note: Only transactions within the selected rollover period will be included in the report.

To print a ledger report by date:

  • Go to: Accounting > Trust > Reconciliation
  • Click on Archives at the top of the search filters
  • Select the desired period from the Rollovers drop-down box

  • Click Save to PDF

  • Select a Report Template

The report will automatically download as a file to your device.

  • Click the Printer icon to print
Tip: Choose the correct rollover period to ensure the report includes all relevant transactions.

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