Filtering, printing and exporting

Filtering by period

Click Filters. A banner opens under the title, with a toggle and the From: and To: fields.

1. 1Filtersopens the banner; a new click closes it and removes the filter.
2. 2The periodin the title, instead of the fiscal year's dates.
3. 3The toggle, From and Tothe toggle, to the left of From:, turns the filter on or pauses it without closing the banner. From and To give the period's dates: GestiClub first suggests those of the club's season, and you choose your own in the calendar.

The period applies to the journal, the account extract, the balance sheet, the results and the cost centers view, as well as to their printing and their export. The chart of accounts and the budget do not depend on the dates. The filter is kept in the browser from one visit to the next, and reset when you change fiscal year.

Print and Export xlsx act on the view displayed. Print opens a PDF in a new tab; Export xlsx downloads the Excel file of the same data.

• Entries: Journal Entries.
• Balance Sheet: Interim Balance Sheet while the fiscal year is open, Balance Sheet once closed; Opening balance with that option.
• Results: Interim Income Statement while the fiscal year is open, Income statement once closed; with the Budget option, the title adds "Budget comparison".
• Cost centers: the income statement of the chosen cost center, whose name completes the title.
• Chart of accounts: the fiscal year's chart of accounts.
• Account Extract: Print opens the Account extracts window: tick the accounts you want, or Select all, then click Print. Only the accounts that have movements appear in the PDF. Export xlsx exports the account displayed.

The budget is printed from its window (see "Entering the budget").