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Chart of account (COA) snapshot report

An export of your imported chart of accounts.

(GEN-502) CoA Snapshot_2.jpg

Generate a chart of accounts snapshot in 5 steps:

  1. Navigate to the Reports from the left side navigation bar
  2. Find the report - either use the search bar or find it under Audit support
  3. Customize report structure (optional)
  4. Select the format and click Create - Once your options are set, click Create to generate the report.
  5. Download the Report - You will be automatically directed to Report history and once generated, the report will appear in the reports list. Click the download icon in the Actions column to save it to your device.

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