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Trial Balance End Point

  • March 22, 2026
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mohammadnawaz51
Varsity I
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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.

Best answer by Manikanta Dhulipudi

​@mohammadnawaz51 I dont think end points is available for reports.

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https://globalpayex.com/resources/blogs/the-complete-guide-to-ar-and-ap-automation-in-acumatica/

    7 replies

    nhatnghetinh
    Captain II
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    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

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

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      https://globalpayex.com/resources/blogs/the-complete-guide-to-ar-and-ap-automation-in-acumatica/
        mohammadnawaz51
        Varsity I
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        ​@darylbowman Any Help here?

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        https://globalpayex.com/resources/blogs/the-complete-guide-to-ar-and-ap-automation-in-acumatica/
          Manikanta Dhulipudi
          Captain II
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          ​@mohammadnawaz51 I dont think end points is available for reports.

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          Acumatica Functional Consultant & Customer Experience Supervisor
            meganfriesen37
            Captain II
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            For Reporting, I usually use the following DAC’s to get the information I need

            • GL History - this has the ending balances for any period with transactions
            • GL History by Period - this will help fill in the gaps for any periods without transactions
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            Megan Friesen, Contego Software Solutions, Canada
              mohammadnawaz51
              Varsity I
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              ​@meganfriesen37 I am trying to pull the data using the From date and TO date with API but data returning zero.

               

              • FromPeriod
              • ToPeriod
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              https://globalpayex.com/resources/blogs/the-complete-guide-to-ar-and-ap-automation-in-acumatica/
              meganfriesen37
              Captain II
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              ​@mohammadnawaz51 The history tables only have the balances on a period basis and not on a date specific basis.  For that, I think you’d need to look at something custom or some type of calculation that you’d have to program into your report.  The opening/closing balances calculated on the Account Details tab are not available to pull onto reports.

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              Megan Friesen, Contego Software Solutions, Canada
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