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Hello all,

I have been looking out for ways to find out the list of the transactions/master data where a specific subaccount has been used. How can I get the list?

Any suggestions?

Thanks.

hi @Harry,

what are you thoughts on the trial balance detail report? you can add an additional filter by subaccount

 

Hello,

Try this in a Test Copy of your tenant…

If you try to delete a subaccount and it’s used in various customers, vendors, etc.  Acumatica will tell you where it’s used in Tools → Trace.

Laura

HI @Harry 

Along with other suggestions to this, there is already an inquiry call Account by Subaccount that you could possibly use. Depending on the size of the Chart of Accounts, you can use this to see transactions.

 

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