Opening Journal Entry Reports

To open a journal entry report:

1. Click the engagement on the Engagement List page.

   Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

2. Click on the report index and name from either:

   • The hamburger menu under Journal Entry Reports

   • The Engagement View page under either Unfiled Reports or a folder.

   The journal entry report opens and displays the selected content and the most recent journal entry data.

   Notes:

   • If no journal entries exist for the journal entry type selected, this message is displayed in the report, No Rows To Show.

   • If the report data does not look correct, refresh the browser page.

   • Remarks can be added to the report on the Remarks column. See Adding Remarks on Trial Balance Reports for information about adding remarks to a report.

3. Optionally, you can click Refresh Report on the toolbar if data has changed while the report is open, or if you want to force the report to regenerate.

4. Optionally, you can click Export on the toolbar to export to an Excel file. The file will be saved to your Downloads folder.

 

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