Click Groups statement on the Home Page to show a summary of every Group's accounts (as held in the Group Ledgers, see 5.5) between the dates selected at the top.
It now has a column on the right Status. This means that data for Inactive Groups is now also included.
To show all individual transactions between the selected dates, tick Show transactions.
To download the Groups Statement, press the Download Excel button at the bottom of the page.
The statement will be downloaded in the format displayed onscreen (with or without Transactions).
You will be given the choice of Opening the file onscreen or Saving the file in your default download location. Clicking the arrow next to Save gives the option of doing a Save-as to a specified location.
Excel Download (with Transactions)
Revision History
| v 1 | 01/04/2020 | Graeme Bunting | Original Article |
| v 2 | 23/05/2024 | John Alexander | Update for Active / Inactive Groups |
Comments
0 comments
Please sign in to leave a comment.