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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)

  • 14 July 2023
  • 2 replies
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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.

 

 

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Best answer by Laura02 14 July 2023, 21:11

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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.

 

Laura

 

 

Badge +18

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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