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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.

Below, you will learn: 

  • How to run a BS&A Cloud Chart of Accounts Report ot aid in the data onboarding process

Note: You can click on any image below to zoom in. 
 

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.

Access the Reports Tab

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

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


 


 



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