Best Practive – Saving Reports

  • Best Practive – Saving Reports

    Posted by vicki-estes on January 6, 2017 at 10:02 am
    • Vicki Estes


      January 6, 2017 at 10:02 AM

      We have historically printed general ledger, AR and AP postings. Is it a best practice to save reports as pdfs or just recreate when needed. My biggest issue is with general ledger postings as they cannot be recreated in the order the entries are entered – they print out in account number order.

      I am trying to reduce the amount of paper in our office.

      Vicki Estes
      Accounting Manager
      Sit Investment Associates Inc.
      Minnepolis MN

    • Shari Bruno


      January 6, 2017 at 10:25 AM

      Hi Vicki,

      The only reports we keep in paper are check registers, everything else we just reprint if needed, though most of the time we can get the information from a SmartList.

      What process are you using to reprint the reports?

      Shari Bruno
      Accounts Payable Specialist
      Bible League International
      Crete, IL

    • Stuart Gallion


      January 6, 2017 at 11:37 AM

      If you don’t want to print the G/L postings at the time they are done, you can recreate a close approximation of it using the cross-reference option under Financial>>Reports>>Financial. There are many options for how you can select the group of postings that you reprint.

      Stuart Gallion
      Project Accountant/GP System Administrator GP2010SP1/FRx6.7
      Stanford Hotels Corporation
      San Francisco CA

    • Shelby Jackson


      January 9, 2017 at 7:54 AM

      If you want to save all of your GL postings and reports, you can just print to PDF and save your postings in a folder by year and then by month. This will allow you to have copies of everything while maintaining organization, all without printing hard copies.

      Shelby Jackson
      Director of Finance
      Independent Insurnace Agents & Brokers of America
      Alexandria VA

    • Sara Young


      January 9, 2017 at 1:24 PM

      What Shelby said.  We do this for both GL entries and our monthly reconciliations.  For the GL, we use the GLTRX number (which is not repeated if you have monthly, quarterly and annual saved Journal Entries) and for Trial Balances we use the Natural Account + description and date is at the end (ie. 1010 Cash Trial Balance for Nov-16 @ 2016-12-04)

      Sara Young
      US Accounting Manager
      San Francisco CA

    vicki-estes replied 7 years, 5 months ago 1 Member · 0 Replies
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