CNA L&P - Accounts: How to see the activity for an account for a specific date range

How to see the activity for an account for a specific time frame

An Account Balance Report will show you the transactions for an account based on the date range you choose. 

 

Reports > Accounts > Account Balance > choose the date range and the account

 

 

 

When selecting a Date Range from all options except the Custom Date Range Specified, the results are based on your Current Accounting Period.

 

 

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