What report shows me 'hidden' accounts with ledger activity last year?
- 02 Dec 2023
- 1 Minute to read
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What report shows me 'hidden' accounts with ledger activity last year?
- Updated on 02 Dec 2023
- 1 Minute to read
- Print
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You may have families who are now Hidden, but had charges, payments and/or credits posted to their Ledger Card during the prior year (or any date range you select). To print a list of these family accounts:
- Go to Reports > Standard Reports > Family Accounting > Account Activity.
- Choose the report named “Primary Accounts Only (w/Activity)”.
- Select the Date Range of your choice, such as Last Year.
- Set the Group and Sort options to “Group by” Visibility. This will give you separate pages for “visible” and “hidden” accounts.
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