nexusdms.netQ: Instructions to Print/Export Key Ledgers
We recently purchased Fynlo and require immediate guidance on accessing, printing, and PDF exporting critical ledger reports for reconciliation.
Please provide the step-by-step procedure for printing and PDF exporting the following reports:
General Ledger (GL): Transaction history for a single GL account (e.g., Revenue/Expense).
Bank Ledger: Chronological report for a designated bank account.
Customer Ledger: Detailed Statement of Account for an individual customer.
Your prompt instructions are crucial for effective account management. Thank you.
Hannah_Fynlo
Dec 17, 2025A: Hi nexusdms.net,
Here’s a quick guide to access and export your key ledgers in Fynlo for reconciliation:
1. General Ledger (GL)
- Reports → General Ledger → select/search account type → set date range via filter
- Export → Excel
Shows all transactions for the account, including bank accounts, in chronological order.
https://assist.fynloapps.com/hc/en-us/articles/4574138845214-General-Ledger-Report?
2. Bank Ledger
Fynlo doesn’t have a separate Bank Ledger. Use the General Ledger filtered by your bank account to see transactions.
3. Statement of Accounts
- Reports → Statement of Accounts → select customer → set date range
- Export → Excel
https://assist.fynloapps.com/hc/en-us/articles/4844074008222-Statement-of-Accounts-A-Key-to-Client-Vendor-Relationships
Tip: Adjust filters before exporting to include only the transactions you need.
Let us know if you need any more help. 😊
Verified purchaser
We require the ability to generate these ledger outputs in both PDF format and via direct print commands