Account card
The Account card report enables printing out the turnover of each separate account or From–to range of accounts.
In the right corner of the command line, you can find the Print button. It offers saving and printing out predefined reports, depending on your settings in Report types in PANTHEON.
To prepare the report, select the criteria in the header to define which data you want in your report. You can use the Tab key to move between the fields.
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Search
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Search by all data in the columns.
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Date from
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Starting date, from which you want to show the overview. By default, the current date, but can be changed.
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Date to
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Ending date, until which you want to show the overview.
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Account
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Account code.
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Subject
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Filter by account subject.
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If you are preparing a report on the account level (without subject filter), the turnover also shows the closing and opening journal entries.
In the footer, you can see the total Debit and Credit values and the total balance of all entries.