The Chart of Accounts Report page allows Trust Accountant users to view and generate a copy of the Chart of Accounts in report form.
To generate the Chart of Accounts Report, go to:
- Configuration > Chart of Accounts Report
- Select Report Type as Listing or Mapped. Listing displays the report as a singular list of accounts while Mapped displays the report to group the same account names into categories
- Select the Format type to generate the report e.g. PDF, Excel Spreadsheet, Print to Screen
- Select the Sort By option to Default, Account Code or Account Name
- Click Generate Report

Mapped Report Type preview:

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