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General Ledger Report Updates


The General Ledger Report in Axxess Home Care now includes a Branches filter and a Report Type filter, so users can generate the report for multiple branches and in the desired format. These enhancements streamline data collection and accounting processes.

Generate the General Ledger Report


To generate the General Ledger Report, navigate to the Report Center under the Reports tab. In the Billing/Financial Reports section, select General Ledger Report.


Reports tab ➜ Report Center ➜ Billing/Financial Reports ➜ General Ledger Report


Select the branches you want to include in the report from the Branches filter.


From the Report Type menu, select Appended, Batched, Consolidated or Summarized.


Complete the remaining required fields and click Generate to generate the report.


Appended Report Type


The Appended report type generates a single workbook for all selected branches with separate worksheets for each branch.


Batched Report Type


The Batched report type generates a separate workbook for each selected branch.


Consolidated Report Type


The Consolidated report type generates a single workbook for all selected branches with separate worksheets for each branch and a consolidated general ledger summary worksheet for the selected branches.


Summarized Report Type


The Summarized report type generates a consolidated general ledger summary worksheet for the selected branches and separate general ledger summary worksheets for each selected branch.


Updated on 06/14/2023