I am attempting to create a generic inquiry to feed into a dashboard. We are wanting this GI to show the balance of our cash account as of @Today - the only thing we can get to show is the period end balance. I’ve attempted to recreate the transactions by period filters/parameters but have been unsuccessful. Any insight would be greatly appreciated.
Cash Balance GI as of Today
hi
Cash Account Details in “Show Summary” Mode
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/fb3135c1-5766-49e5-a6d2-a92f32e2e9a6.png)
In Dashboard design mode, follow the steps shown in the below screenshot
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/c0bb06d9-5033-46c0-9ecb-65ff5e1a29a3.png)
Dashboarad Column Settings - Add the required columns to the Dashboard
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/e779ec0a-3495-4e47-be1e-f897c66b0a5e.png)
Thanks
Hi
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/c84153a2-38c7-4e07-bd72-ea8b8eb34fe4.png)
Hi
Here is the -107K number that is correct.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/6694411e-14dc-4687-b9f3-e11464ebf335.png)
Here is the dashboard showing $7,174 ending balance (not correct)
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/54fda0d5-bbca-437e-8ba4-7bdc932eca51.png)
Here is my parameter setting. I changed the End Date to @today, but it doesn’t seem to stay in there.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/3508e19f-e99f-40e9-9c2b-7a137cab2795.png)
Any suggestions or ideas why the number in the dashboard is different?
Thanks!
AC
HI
- You have provided the Start Date in the GI but in the Dashboard inquiry parameter you have given the Start Date as EMPTY.
- Can you please provide the Start Date as 10/24/2021 in the Inquiry Parameters and verify
Hi
As
Thanks
Hi
I added the start date here.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/a4428c1a-cf13-47e2-8222-e95520f206d3.png)
...but I still get the same output.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/7b1da9ea-b4f6-4504-940d-3882037816b7.png)
I add the @today in the End date, but when I edit the tile again, it is empty….
Thank you!
Andrew
Hi
Please provide End Date as “11/05/2021” and verify.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/74676b32-6709-4888-a195-0ccc1a6aa646.png)
Hello!
I am still getting different numbers in the dashboard. I changed the End date to 11/5/2021 but the numbers still do not match the Cash Account Details…..
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/941eb2ab-662a-45de-9986-e770b1496893.png)
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/b3f2f246-35fa-49aa-8d59-8525a84e78ce.png)
Hi
Screenshots for reference:
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/ff41f8be-489f-4292-bdad-d6f32a66f8bd.png)
Thanks
Hi
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/5222a713-4fcb-49c1-b193-5c88f140d1ad.png)
Thanks
Hi
Thanks
Hey
It’s not picking up my beginning balance.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/568bb8a1-24d2-4e24-9358-01c67ea001ae.png)
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/37f02370-c785-4dc9-9b92-6d4872e9cf18.png)
The -433075.05 + -108519.73 beginning balance matches the correct tile -541K. Any thoughts or suggestions to include that balance?
Thanks!
AC
Hi
Thanks
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/2020beb6-c105-412d-99da-00d57d2bf0a9.png)
Hi
As shown below, there is no Beginning Balance field in the Column Settings for the Cash Account Details Inquiry Added to the Dashboard. Hence you do not have this option.
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/8650b95f-e49b-48ad-8402-f730a615eaaf.png)
Thanks
Hi
Thanks again for your help!
Hi
To make simple, this new dashboard can also be fine tuned to show only the beginning balance of a specific to a Cash Account with the Starting Date and End Date parameters, and placed adjacent to the Account Details dashboard widget.
Thanks
Hi
The right process for customizing is to reach out to your Acumatica partner and take it forward with them.
Thanks
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