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How to added start date and end date Paramater Balance sheet Report ?

  • October 19, 2023
  • 1 reply
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How To added new Parameter Start date and end date in default data source settings Added

Best answer by Laura02

Hello @Rajginoya ,

We can Add Start Period and End Period to the Parameters of Financial Reports by setting both options to “Request.”

There is no option to add Start/End Dates to the Report Parameters for Financial Reports (ARM Reports).

Financial Reports are designed to print for Financial Periods, not for smaller periods of time. Balance Sheets, specifically, have cumulative account balances from Company Inception through End Period.

Acumatica ARM Financial Reports meet the needs of about 90% of clients, in my experience. For those with the most complex financial reporting needs, we recommend Velixo.

https://community.acumatica.com/isvs-and-marketplace-103/velixo-6-for-acumatica-released-4740

 

Laura

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Laura02
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  • October 19, 2023

Hello @Rajginoya ,

We can Add Start Period and End Period to the Parameters of Financial Reports by setting both options to “Request.”

There is no option to add Start/End Dates to the Report Parameters for Financial Reports (ARM Reports).

Financial Reports are designed to print for Financial Periods, not for smaller periods of time. Balance Sheets, specifically, have cumulative account balances from Company Inception through End Period.

Acumatica ARM Financial Reports meet the needs of about 90% of clients, in my experience. For those with the most complex financial reporting needs, we recommend Velixo.

https://community.acumatica.com/isvs-and-marketplace-103/velixo-6-for-acumatica-released-4740

 

Laura


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