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Account summary is empty


antoons60
Jr Varsity III
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Hi:

There are no GL accounts in Account Summary for a company under a tenant. The tenant was created with the Sales Demo dataset. I specified the Actual Ledger for the new company. All the financial periods for 2023 are active for the new company. What did I miss? 

The master financial calendar

COA for James Bicycles

Account Sry

Please help me asap since I have to get ready for a demo.

Thanks

Toon Six

AntoonS@ICGTechnology.com

c: 973 727 9665

Best answer by antoons60

Hi Kandy:

Thanks a lot for the quick answer.  I need to have Journal transactions to see a list of GL accounts that were used by the Journal Transactions. I see the Purchase Receipts transaction. No problem. 

Studying Acumatica is never ending. 

Have a good day. 

Toon Six

 

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3 replies

Kandy Beatty
Captain II
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  • Captain II
  • 2137 replies
  • October 16, 2023

HI @antoons60 

Are there transactions in that Ledger? Check the Account Details:

Is your Ledger associated with the correct Branch?

 


antoons60
Jr Varsity III
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  • Author
  • Jr Varsity III
  • 23 replies
  • Answer
  • October 16, 2023

Hi Kandy:

Thanks a lot for the quick answer.  I need to have Journal transactions to see a list of GL accounts that were used by the Journal Transactions. I see the Purchase Receipts transaction. No problem. 

Studying Acumatica is never ending. 

Have a good day. 

Toon Six

 


Kandy Beatty
Captain II
Forum|alt.badge.img+16
  • Captain II
  • 2137 replies
  • October 16, 2023
antoons60 wrote:

Hi Kandy:

Thanks a lot for the quick answer.  I need to have Journal transactions to see a list of GL accounts that were used by the Journal Transactions. I see the Purchase Receipts transaction. No problem. 

Studying Acumatica is never ending. 

Have a good day. 

Toon Six

 

It is a lot of studying! Glad you found the answer! 


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