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Account summary is empty

  • 16 October 2023
  • 3 replies
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Userlevel 2
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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

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Best answer by antoons60 17 October 2023, 00:58

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3 replies

Userlevel 2
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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

 

Userlevel 7
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HI @antoons60 

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

Is your Ledger associated with the correct Branch?

 

Userlevel 7
Badge +16

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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