Atrieve Finance

Summary Report

The Summary Report lists each sub-ledger account in the range of sub-ledgers selected. It reports the balances for closed periods and adds the amounts for unclosed periods (simulating a close) for a range of accounting periods. This allows you to produce accurate, up-to-date reports before closing periods.

Enter Starting Sub-Ledger Name

  • Enter the starting sub-ledger on which  to report.

Enter Ending Sub-Ledger Name

  • Enter the ending sub-ledger on which to report.

Enter Ending Period of UNPROCESSED Transactions

  • Enter the last period of unprocessed transactions on file.

Enter Reporting Period

  • Enter the period number of your current processing period.