General Ledger Download

Joe Gilmore

Hello,

I want to download the general ledger for all accounts for a period of time. This is easy to do but the format that it comes in is not desirable. The account numbers are noted in the heading of a section of transactions. I want the account number notes in each line of the transactions. how do i do this?

Elizabeth Perron

Hi Joe,

I noticed a peer has not answered your question yet. The Community is the most effective place for best practice advice from your peers and Customer Support is the fastest way to get product related technical questions answered.

If you still need an answer, since it is a technical product question and if you haven't done so yet, please contact Support. I want to make sure you get a response if you still need one. Just click on Help at the top of this page > Blackbaud Customer Support to access them.

Additional tip: I searched the Blackbaud Community for general ledger tips and found @Jennipher Noble had a session last month focused on General Ledgers. Here are her future sessions in case you are interested.

Please let me know if I can help in a different way.

In harmony,

Elizabeth

Blackbaud Financial Edge Community Manager

Thomas Walker

Joe have you tried to use a query to get the format your looking for?

Joe Gilmore

Hi Thomas,

Thanks for your suggestion. Yes a query would be best but none have pre-loaded in my system. I'm a great accountant but building a query from stratch is out of my wheelhouse. there are so many parameters in database view to choose from.

Could you send me a screen shot of a similar query that you have which I can start from? The criteria tab and output tab

Thomas Walker

Joe, please email me at Thomas.walker@blackbaud.com and I will get you something. Also, I think there are prerecorded trainings that can walk you through the basics of query.

Regards,

Tom