SmartFusion Modules > Accounting > Fund Ledger > Accounts > Chart of Accounts

Recent Changes:  
6.189 - Added grid reporting on the chart of accounts screen.

Introduction

Use this screen to print a chart of accounts for selected account types and in various sequences.

Report Selections

Select Report sequence - determines the sorting and grouping of the report (3 sorting levels allowed):

  • Account
  • Department
  • Fund
  • Object
Configuration note: Only Parameters which have been configured will be selectable as a sort option

Fiscal year start date - Defaults to current Fiscal year start date in Organization settings under System setup

Enter range of criteria to process - Ability to select criteria based on Criteria already created under FL - Parameters - Report Criteria (This will cause the report criteria tab to be disabled on the report screen)

Include posting accounts - If checked includes posting accounts.

Include header accounts - If checked includes header accounts.

Include master accounts - If checked includes master accounts.

Include inactive accounts - If checked include inactive accounts.

Include budgets - If checked include budget.

Double space between accounts - If checked includes double space between accounts.

New page for each primary sequence - Page breaks the report at each new primary report sequence

Report Criteria

Report title

Show Range Controls

Ranges to include

  • Fund
  • Function
  • Object
  • Location
  • Department
  • Object group
  • Program
  • Modifier
  • Cost center
  • Job class

Account Range/Match

  • Enter beginning account
  • Enter ending account
  • Enter account match