BS&A Cloud Chart of Accounts Report Instructions

This document provides instructions on how to export Chart of Accounts data from BS&A Cloud to support the data onboarding process.

Note: Some BS&A clients may have different system functionalities. If these instructions do not apply to your system, Senior Data Advisors can collaborate with the client to identify an alternative report that meets their needs.

1. Select General Ledger Reports.
2. Click the Setup icon.

3. Within the “GL Number Segments" section, select Chart of Accounts Setup.
4. Click on the Printer icon then select “Export List View to Excel”.