GL Chart of Accounts (RPGLCA) page

Use the GL Chart of Accounts report to generate a list of all GL accounts. Includes description, account status, and account type.

For the Indented Listing, Accounts are listed in Category order (Assets, Liabilities, Equity, Revenue, CGS, Expenses, user Categories last). Each ‘header’ or ‘parent’ account number is followed by its ‘children’ or ‘sub-accounts’ in account number order, with each ‘level’ indented from the previous level.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information about Advanced Filters, click here.

To generate GL Chart of Accounts Report:

1. Open the GL Chart of Accounts (RPGLCA) page.

   a. Select Financial Management > Financial Reports > General Ledger > GL Chart of Accounts.

   Or

   b. Search for RPGLCA in the Navigation box and then select GL Chart of Accounts

   The GL Chart of Accounts (RPGLCA) page appears.

2. In the Selection list, select the information you want to view.

3. In the Sort Order list, select how to sort the report.

   The Sort On field is populated based on the order selected in the Sort Order list.

4. In the Layout list, select the layout in which you want to view the report.

   The Layout list is populated based on the type of report selected in the Selection list.

5. In the Sort Range list, you can sort the information.

   The Sort On field is populated based on the type of report selected in the Selection list.

The available sort ranges are:

• Single: Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

  • Type the item reference in the From field.

  • Click the Lookup Reference and from the Lookup For From window, select the required sort item, and click Select.

• Range: Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

  • Type the first and last values of the range in the From and To fields.

  • Click the Lookup Reference (if available) and from the Lookup For window, select the required sort item and click Select.

• All: Select this to include all available items.

6. On the Toolbar, click Run Report. The Please Select dialog box appears.

Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

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