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Question

Trial Balance End Point

  • March 22, 2026
  • 2 replies
  • 16 views
mohammadnawaz51
Jr Varsity II
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Hi Team,

I hope you are doing well.

I am currently looking for Trial Balance or Account Details endpoints in Acumatica ERP.

We are able to successfully retrieve data for the Account Details inquiry screen. However, when attempting to filter using From Period and To Period, we are not receiving any results.

Could you please assist us in understanding:

  • If there are any specific parameters or formatting required for the period filters
  • Or if there are any limitations or additional configurations needed for this scenario

Any guidance or suggestions would be greatly appreciated.

Thank you in advance for your support.

https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/

    2 replies

    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • March 23, 2026

    Hi ​@mohammadnawaz51 

    What is your Acumatica version? From version 2024 I see the Trial Balance report has "From Period" & "To Period".

     

     

    Account Details: This report correctly displays data according to "From Period" - "To Period". This report even allows filtering by "From Date" - "To Date"

     

    Best Regards,

    NNT

    I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
      mohammadnawaz51
      Jr Varsity II
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      ​@nhatnghetinh ​@mohammadnawaz51 I am looking for webservice end point to pull the data.

      https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/
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