Running a General Ledger (GL) Summary Report
Overview
The General Ledger Summary in Beyond shows the balance of your GL accounts for a selected date range. This report is often used by business owners or accountants to manually post payroll balances into accounting software. You can also apply filters to customize the report as needed.
Running the Report
- Go to Reports and select GL Summary.
The GL Summary Includes
- Expenses – wages, taxes, and benefits
- Liabilities – taxes, deductions, and assets
- Balanced Total
Applying Filters
At the top of the report, you’ll find filters to help narrow the results.
- First, select your desired date range.
- Use Additional Filters to refine by Run ID, Location, Department, Position, or Employee.
- After applying your selections, click Update List to refresh the report.
Exporting the Report
The GL Summary can be exported for printing or recordkeeping in the following formats:
- Excel (.xlsx)
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.