Skip to main content
Solved

Monthly GL Expense


I am trying to create an ARM report that gives me monthly expense by GL/Subaccount.

I’m running into an issue that I assume can be resolved.  We are still fairly new on Acumatica.

I want to be able to enter the period end/financial period and only populate the columns through that period.  As you can see since we have values in June already entered, how do I limit the report to only show values through this period - May 31, 2023.

I’ve created separate columns for each month and used the following as my data source:

 

Is this best practice for a 12 month period report and how do I limit the report to only show values through financial period entered?

Any assistance would be appreciated.

Best answer by Laura02

Hello,

Here are the examples from the above Acumatica solution:

For every column of the GL type, create a formula in the Visible Formula row with the

code shown in the following examples:

For example:

  • For a column with Start Period = 01-, End Period = 01-, the formula can look like: =iif(Left(@StartPeriod,2)=1 And Left(@EndPeriod,2)>=1, True, False)
  • For a column with Start Period = 02-, End Period = 02-, the formula can look like: =iif(Left(@StartPeriod,2)=2, True, False)
  • For a column with Start Period = 03-, End Period = 03-, the formula can look like: =iif(Left(@StartPeriod,2)=3, True, False)
  • For a column with Start Period = 04-, End Period = 04-, the formula can look like: =iif(Left(@StartPeriod,2)=4, True, False)
View original
Did this topic help you find an answer to your question?

4 replies

Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3033 replies
  • June 20, 2023

Hello, and welcome to Acumatica! Did you notice this previous post with instructions for limiting columns that print on ARM reports using visibility formulas?

https://community.acumatica.com/analytical-reports-238/how-to-hide-columns-outside-the-range-of-start-and-end-periods-on-arm-report-13197

 


  • Author
  • Freshman I
  • 4 replies
  • June 20, 2023

Laura, 

I did not see this.  Will this work if I want to have a total column too?  I guess we can export out to excel and have a total column.  I’ll try it.

Thanks for the help.


Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • 3033 replies
  • Answer
  • June 20, 2023

Hello,

Here are the examples from the above Acumatica solution:

For every column of the GL type, create a formula in the Visible Formula row with the

code shown in the following examples:

For example:

  • For a column with Start Period = 01-, End Period = 01-, the formula can look like: =iif(Left(@StartPeriod,2)=1 And Left(@EndPeriod,2)>=1, True, False)
  • For a column with Start Period = 02-, End Period = 02-, the formula can look like: =iif(Left(@StartPeriod,2)=2, True, False)
  • For a column with Start Period = 03-, End Period = 03-, the formula can look like: =iif(Left(@StartPeriod,2)=3, True, False)
  • For a column with Start Period = 04-, End Period = 04-, the formula can look like: =iif(Left(@StartPeriod,2)=4, True, False)

Forum|alt.badge.img
  • Freshman I
  • 27 replies
  • August 9, 2023

How can i prepare a report like this?


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings