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ARM Report: How to Retrieve Account Class value/description on Col set if the row set is set to Expand based on Account(code/description)


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Hi All,

I am trying to retrieve Account class value on a col set based on row set account class value.

My row set is set to expand based on (code-description) but one of my customers wants this to account class next to the account code.

I have tried using @startAccountgroup and @endaccountgroup. This has not worked.

If any suggestions please let me know.

 

 

Best answer by Laura02

Hello @amitkaryekar ,

I see no way to include GL Chart of Accounts’ Account Class field on financial reports in the current supported versions of Acumatica.

Please consider adding your Idea to the Ideas section of this forum.

Acumatica ARM reports  meets the needs of about 90% of clients, in my experience.  For the 10% with most complex financial reporting needs, we recommend Velixo Excel add-in).  Please search this forum for more information about Velixo.

https://community.acumatica.com/financials-7/financial-reporting-in-acumatica-11057

 

Laura

 

 

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Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • July 14, 2023

Hello @amitkaryekar ,

I see no way to include GL Chart of Accounts’ Account Class field on financial reports in the current supported versions of Acumatica.

Please consider adding your Idea to the Ideas section of this forum.

Acumatica ARM reports  meets the needs of about 90% of clients, in my experience.  For the 10% with most complex financial reporting needs, we recommend Velixo Excel add-in).  Please search this forum for more information about Velixo.

https://community.acumatica.com/financials-7/financial-reporting-in-acumatica-11057

 

Laura

 

 


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • July 14, 2023

In the meantime, one work-around is to include the account class at the beginning of Account Description on the chart of accounts. Each expanded line of the financial report will then include account number, Account class, and Account Description.


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