Print the Monthly Report [Grandjean & Braverman, Inc]

This page is read only. You can view the source, but not change it. Ask your administrator if you think this is wrong.

=====Print the Monthly Report=====

//Note: A monthly report requires collection records.//

To learn more about collection records and monthly reports, visit the [[tax_coll:ledger_menu_form|]].

====Step One: Create Collection Records====

There are two ways to complete this.

===Way One: Export Report===
  - From the main menu, click on [Reports].
  - Click on [Export Report].
  - Fill out the teal box accordingly; visit the [[tax_coll:export_report|Export Report]] page for assistance.
  - When prompted with "Create ledger entries for this report?" click yes.

===Way Two: Create Collection Records===
  - From the main menu, click on [Ledger].
  - Click on [Create Collection Records].
  - Fill out the teal box accordingly; visit the [[tax_coll:get_dates_and_tax_type_form|Dates and Tax Type]] page for assistance.
  - Click [OK].

====Step Two: Print Monthly Report====

  - From the main menu, go to [Ledger].
  - Click on [Monthly Report], and fill in the information accordingly.
  - Once generated, click on "Print" in the top left of the screen.
  - Print the report.