The Chart of Accounts Report provides a downloadable PDF of your Actionstep chart of accounts. This report exists as a more useful alternative to printing the chart of accounts screen.
Accessing the Chart of Accounts Report
The report is located in Reports > Accounting Reports.
|The (non-downloadable) Chart of Accounts screen is located at Accounting > Accounts > Accounts List.|
Upon clicking the report link, a PDF of the chart of accounts is downloaded.
Note: If you have the Reports Overview Feature Preview enabled, your report screen may look like:
Understanding the Output of the Report
The resulting PDF provides the Account numbers and names for your complete chart of accounts.
|Account||The Account column displays the Account ID for the account shown in the report table row.|
|Account Name||The Account Name column displays the name of the account that corresponds with the account ID in the Account column.|
|Note: The Chart of Accounts Report will only show accounts assigned to your current division. To see accounts assigned to a different division, you must first switch to that division.|