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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

A/R Activity Summary Report

  • Updated:

This article will show you how to run a General Ledger (GL) Summary report to view the activity for Accounts Receivable (A/R) for a specified time frame. 

 

Review the Reports Overview article to learn to use filters and fields, save a custom report, and set up a scheduled report email. 

 

 

Instructions

  1. Navigate to Reports
    reports
  2. Select GL/Revenue Reports > General Ledger Summary or Long-Term GL Summary
    gl revenue reports
  3. Select the From and To dates
    from and to
    • Note: If you want to know a total for your A/R account to balance with your formal accounting system, you should make your start date match the date you first began using CivicRec.
  4. Click Filters > GL Filters and select the A/R account
    gl filters - ar account
  5. Click Apply
    apply
  6. View the report
    gl summary
    • GL Type: The type of payment account
    • GL Code/Desc: Displays the code and description for the A/R item
    • GL Debit: Shows the dollars being charged into A/R
    • GL Credit: Shows the dollar amount being paid out of A/R
    • GL Net: The total change (debits-credits) for the date range chosen
    • Note: The Debit, Credit, and Net columns will always show four decimal places.

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