GL Accounts Statement Report

By | December 30, 2022

In Sage 300 ERP, When we need to find the Companies Income and expenditures we use the GL Accounts Statement report. It is one of the most important financial statements for a business since it displays profit and loss over time. Profit or loss is calculated by adding all revenues and deducting all expenses from both operating and non-operating activities.

In this blog, we are going to discuss working of the GL Accounts Statement report. The report will export all the data regarding GL Accounts with their balances as per the year and period provided in the filter. We can use different filter parameters such as Year, Period, Posted Transaction, Unposted Transaction, etc.

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The report data will be exported in excel file-based format with parameter per the year and period provided in the filter. We can change the output file type and the delimiter used the file based on your requirement.

Below is the excel-based generated output of the “GL Accounts Statement” report: –

GL Accounts Statement Report – Output File In Sage 300 ERP
GL Accounts Statement Report – Output File

This report includes following fields and can be modified according to your requirement.

  • Company Name
  • Company Address
  • Natural Account
  • GL Code
  • Description
  • Current Year Amounts (MTD, QTR, YTD, etc.)
  • Previous Year Amounts (MTD, QTR, YTD, etc.)
  • Budget 1 Amounts (MTD, QTR, YTD, etc.)
  • Budget 2 Amounts (MTD, QTR, YTD, etc.)

In this way user can easily fetch the required GL Accounts data for the GL Accounts Statement report which serves the purpose of this utility. We can also customize this report output with required additional fields.

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