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GL balance inquiry

  • Feb 22, 2024 4:44 PM UTC
  • 2 replies
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dalesimmerly58
Pro I
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Has anyone one been able to create a GI that is one line per GL Account and a column for each periods ending balance?  That is for account 1234 I want to see a column for period 01, period 02, etc.

I struggled with this forever

I would love to see if someone has accomplished this

 

 

    2 replies

    Laura03
    Captain II
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    • Laura03
    • Captain II
    • Feb 23, 2024 1:10 AM UTC

    Hello @dsimmerly ,

    I think a financial report or Ve lixo could easily produce a report or an Excel with one line per account and a column for each period’s ending balance. And I agree thata GI to create the same would be very difficult.

    I’d like to understand why you specifically need to use Generic Inquiry to meet this need. Guessing, so that it can be used further in business events?

     

    Thank you.

    Laura

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    ~ Laura Barber, WM Synergy
      Chris Hackett
      Community Manager
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      • Chris Hackett
      • Acumatica Community Manager
      • Apr 1, 2024 9:25 PM UTC

      Hi @dsimmerly were you able to find a solution? Thank you!

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