Account

Here are the steps to view Account List Report. To learn more, you can also watch this RADIX Online tutorial video:

Account List Report

To view Account List Report in Radix, first select the desired company.

1. Go to Reports > Accounts > Check List > Account.

2. Account List Report Criteria form will open. Set all the details here such as:

View - Select the view from the list of options displayed.

Companies - Press F4 button and select the company, for which you want to view the report, from the list of companies displayed.

Company Group - To print Company Detail and Address from group, tick here.

GL Group - To view report for all the general ledger groups, select All option, otherwise to view report for any particular general ledger group, select Equal To option and then select the general ledger group.

Account Code - To view report for all the accounts, select All option, otherwise to view report for any particular account, select Equal To option and then select the account.

Broker - To view report for all the brokers, select All option, otherwise to view report for any particular broker, select Equal To option and then select the broker.

Area Code - To view report for all the Area Codes, select All option, otherwise to view report for any particular Area Code, select Equal To option and then select the Area Code.

Referred By - This field contains the name of the person who referred the customer/supplier.

To View the list of Customers/Suppliers referred by a specific "Referred By", select the "Equal To" option and then choose the desired "Referred By" from the list.

Hide Zero Balance? - To hide list of zero balance accounts in the report, select Yes option, otherwise select No.

Party Group - To view report for all the party groups, select All option, otherwise to view report for any particular party group, select Equal To option and then select the party group.

Accounts Having Transaction? - Tick here, to view list of such accounts in which transactions are done.

Horizontal Line? - To print horizontal line in the report, tick here.

Print Date? - To print today's date in the report, tick here.

Same Page? - Tick here to view all the entries on the same page.

3. Click on '2. Option' and select other criteria such as:

Area Group - To view report for all the area groups, select All option, otherwise to view report for any particular area group, select Equal To option and then select the area group.

Blacklist A/c Only - Tick here, to view list of only blacklisted accounts in the report.

W/o Balance - Tick here, to view list of accounts without any balance.

City - To view report for all the cities, select All option, otherwise to view report for any particular city, select Equal To option and then select the city.

Credit Limit - Select any one option from the drop-down list to filter by credit limit after entering the credit limit.

MSME/Udyam Type: Please select any one option from the drop-down list to filter by MSME/Udyam Type.

State - To view report for all the States, select All option, otherwise to view report for any particular State, select Equal To option and then select the State.

Please Note: To set all these criteria for future, you can tick on Save Criteria option.

4. After entering all the details, click on Show button. Report will open according to the selected criteria.

5. Here, you can click on Customize button to Customize the Report.

6. You can also print the report by clicking on Print icon on the top left corner of the page or press CTRL+P shortcut key.