General Ledger Overview

From General ledger, Overview, identify important tasks and monitor key accounting activities so you can keep your financial data accurate and up to date.

Video: General Ledger Overview Tour

• Needs attention — Review items that require immediate action, such as out-of-balance or pending journal entry batches, so you can resolve issues quickly and keep work moving. Out-of-balance and pending batches are pre-filtered lists that display journal entry batches meeting specific criteria, and you can adjust filters as needed. You can also monitor open fiscal periods at a glance and close them once all transactions are posted to help maintain accurate financial records.

• Closing Assistant — Track unposted transactions across subledgers so you can post remaining activity and confidently close fiscal periods.

• Fiscal Years — View and manage open fiscal years to support accurate reporting, prevent errors, and prepare for audits.

Tip: Review Closing Fiscal Years Tutorial.