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GL History Report

The GL History Report gives you a complete record of all transactions posted to general ledger accounts within Udara360. Use this report to review GL-level posting activity, perform reconciliations, and support audit reviews across all branches. This guide will walk you through accessing, filtering, and exporting the GL History Report.

This report displays records only when filter criteria have been applied. Use the Filter button to search by date, GL code, GL name, or other criteria to load results.

Accessing GL History Report

  1. Log into the application using your credentials.

  2. From the dashboard, navigate to Reports in the side menu.

  3. Expand Posting Reports and Select GL History Report from the dropdown list

Filtering the Report

  1. Click the Filter button at the top right of the page

  2. Enter your preferred filter criteria

  3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full report.

Exporting the Report

  1. Click the Export button at the top of the page

  2. Select your preferred format; CSV or Excel

  3. The file will download automatically to your device

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