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.
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The right process for customizing is to reach out to your Acumatica partner and take it forward with them.
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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.
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Thanks again for your help!
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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.
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Hey
It’s not picking up my beginning balance.
The -433075.05 + -108519.73 beginning balance matches the correct tile -541K. Any thoughts or suggestions to include that balance?
Thanks!
AC
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Screenshots for reference:
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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…..
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Please provide End Date as “11/05/2021” and verify.
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I added the start date here.
...but I still get the same output.
I add the @today in the End date, but when I edit the tile again, it is empty….
Thank you!
Andrew
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As
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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
Here is the -107K number that is correct.
Here is the dashboard showing $7,174 ending balance (not correct)
Here is my parameter setting. I changed the End Date to @today, but it doesn’t seem to stay in there.
Any suggestions or ideas why the number in the dashboard is different?
Thanks!
AC
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hi
Cash Account Details in “Show Summary” Mode
In Dashboard design mode, follow the steps shown in the below screenshot
Dashboarad Column Settings - Add the required columns to the Dashboard
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Can you just use the Cash Account Details GI to feed that?
CA303000
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