Skip to main content
Question

General Ledger Report for all accounts for a particular year

  • June 6, 2023
  • 5 replies
  • 177 views

Forum|alt.badge.img

Hello!  

Do any of you know how to run a general ledger for all accounts for a range of dates (most commonly quarter or year) with a beginning and an ending balance showing all account detail for the period selected?

 

Thanks,

Kay Howe

Jackson, OH 740-418-5250

5 replies

estebanperalta54
Captain II
Forum|alt.badge.img+4

Hi @khowe86 see the GI attached. It has many columns but you should be able to add/remove and filter for data you’re looking for


ravallone
Freshman I
  • Freshman I
  • June 6, 2023

Can people share GI’s?


kkeating24
Semi-Pro I
Forum|alt.badge.img+1
  • Semi-Pro I
  • May 7, 2025

Hi @khowe86 see the GI attached. It has many columns but you should be able to add/remove and filter for data you’re looking for

This is literally just the GLTran table.  There is no beg/end balance per the OP’s request.  

Wonder if anyone has this, basically something like the FINANCE> Transaction for Account without the account limitation in inquiry form. 


  • Freshman I
  • February 19, 2026

A General Ledger Detail Report that can be run by account(s), date range, or periods is badly needed. It needs to contain as described in the original post in a concise manner. The out-of-the-box “GL Detail Report” I ran of our 2025 activity to provide to our auditors was over 37,000 pages! I had to provide it in .pdf format because it maxed out the rows in Excel (couldn’t get the full report).  I ended up running two separate reports to chunk the year into smaller bits so that I could export to excel so our auditors had a file that was easier to work with.  Despite that, our auditors reported that they had to dump the report through some AI tools to get it in a format they could work with.  The report design layout is part of overall problem with this report.  Please ​Acumatica, give us a solution and consult with an accountant on it. 


DEVO001
Freshman I
  • Freshman I
  • February 19, 2026

Hello!  

Do any of you know how to run a general ledger for all accounts for a range of dates (most commonly quarter or year) with a beginning and an ending balance showing all account detail for the period selected?

 

Thanks,

Kay Howe

Jackson, OH 740-418-5250

I’m not sure if this is helpful but I run the “Transactions for Period” under “Reports” in the General Ledger module.  I was able to run a detailed GL report.