The Journal Summary report provides a consolidated view of all journal entries posted within a specific date range. It includes reference numbers and transaction amounts, helping users track financial activity across the organization.
When to Use It:
- Monthly or Period-End Review: Ideal for reviewing all journal entries made during a specific period (e.g., 09/01/2025 to 09/30/2025).
- Audit Preparation: Useful for internal or external audits to verify that all transactions are properly recorded.
- Error Detection: Helps identify discrepancies or unusual entries that may require correction.
- Financial Reconciliation: Supports reconciliation efforts by listing all posted entries in one place.
Who Uses the Journal Summary Report, How Often, and Why
