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Q&A: General Ledger


I need to subtotal my GLS accounts in a different order to report on income for a branch of the firm. I know I can re-order the accounts in my Chart of Accounts, but I’m hesitant to change the order because it is already in the order the firm typically needs. I only need this alternate order for reporting purposes; what can I do?   Read More...


General Ledger Q&A: Edit GLS Client

September 2019    Tags:
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A couple of months ago, we changed the name of our firm. I updated Firm Information in System Configuration which changed the name on our statements and Tabs3 reports, but I noticed that our GLS reports still show the old name. How do I change the firm name on GLS reports?   Read More...


I created a new liability account in the Chart of Accounts. However, I later realized that it needed to be an income account instead. Can the Account Type be changed after saving the account?   Read More...


Is there a quick and easy way for me to see how much money is in each of my bank accounts?   Read More...


We used to maintain separate sets of books for our firm and its subsidiaries, but changed to one set of books a few years ago. However, now I need to run reports on one of the old subsidiaries and can’t remember how to do so. How can I access the older data to run my reports?   Read More...


I need to review one of our account’s monthly balances for the last two years. Can I do this without printing multiple reports?   Read More...


I want to see all journal entries that were entered on a certain date, regardless of their transaction date. Is there any report that will show this?   Read More...


We're looking at the reconciliation report current balance and comparing it to the current balance on the balance sheet. It matches this month, but didn't last month. Why is this?   Read More...