Ledger reports on finance

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Pam Muthuarachchi

• 22 October 2019 01:10
• Edited

We currently have a manual reconciliation process between aXcelerate and the Finance system that the University uses.

With the current Finance reporting avaialble in aXcelerate, we cannot generate any reports on Contact > Finance > Ledger.

Is it possible to have some reporing capabiltiy built to report on Contact finances and ledger balances.

Usually we find the ledger balance for a particular contact under Contact > Actions > Finance. We want to know who are the contacts that has a ledger balance over $0 or minus including Credit Note entries.

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  Chloe Wilson

  • 04 August 2021 09:47

  We are supportive of this too and would love the increased capabilities of aXcelerate to allow Ledger reporting. This would be very beneficial for us and increase our overall efficiencies. 

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  Nouri Groom

  • 04 August 2021 09:47

  I would find the ability to report on the Finance Ledger really beneficial and am a little surprised this has not been built yet. There is very little oversight on the finance ledger and to have any overview requires very manual investigations on a student by student basis. 

  Having the ability to run reports on a large number of students and the outstanding balances would be of huge benefit to our business.

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  Gayle Brimble

  • 20 October 2021 02:51

  Fast, efficient and intelligent data drives our business. The ability to tap into the data in aXcelerate is crucial and with finance such a key driver for businesses, financial ledger reporting would add significant value to our business.   

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