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Ensure Payment Transaction Totals Match the GL Summary Row

  • Updated:

This article will show you how to ensure that your Payment Transaction Totals match the General Ledger (GL) Summary row in Reports.

 

 

Instructions

  1. Navigate to Reports
    reports
  2. Select Transaction Reports > Transaction Report
    transaction report
  3. Apply filters
    report filters
    • Note: Do not filter Transaction Reports down to a specific time. Our GL reports do not have a time component and can only filter by date. If you try to compare with the time filter on, the results will not be useful.
  4. Look at the Total 
    total
  5. To view the GL Report, click on Reports at the top
    reports link
  6. Select GL/Revenue Reports > General Ledger Summary
    gl summary report
  7. Apply filters
    gl filters
  8. Make sure that the General Ledger Summary matches the Transaction Total
    gl total

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