PSA L&P - Reports: How to get a list of the accounts in your chart of accounts and a list of accounts available to add to your chart of accounts

How to get a list of accounts in your chart of accounts and a list of accounts available to add to your chart of accounts

  1. Go to Ledger & Payables → Reports.
  2. Under Standard Reports select Accounts.
    • Reports → Accounts → List:  generates a list of the accounts you have in your chart of accounts. 
    • Reports → Accounts → Available Account List: generates a list of the accounts you can pull into your chart of accounts from the diocese chart of accounts.
    • If you are not in a diocese the Available Account List does not apply to you. The Account Dimension Codes report will give you the codes that have been created for you to use in creating a new account. If you need a new code to use in an account, see: How to add a new description/code for an account code level
      list_and_Available_account_list.png

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