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Question

Linking excel with Acumatica Consolidated Trial Balance

  • January 13, 2025
  • 1 reply
  • 23 views
C
Freshman I

I have a consolidated trial balance report in Acumatica that combines my consolidated US tenant in a ledger, another CA tenant in another ledger as well as an elimination ledger.

Is there a way to link this report to an excel so I just need to click refresh in excel instead of redownloading the file.

 

Also, in the case of having a new GL, how do I ensure the report captures the changes?

 

 

 

 

 

    1 reply

    Gabriel Michaud
    Captain II
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    Hi Cherlene,

    Have you ever heard about Velixo? Velixo is an Excel-based reporting tool designed specifically for Acumatica. Since Velixo integrates directly with Acumatica:

    • Dynamic Linking: Velixo can pull data from your consolidated US tenant, CA tenant, and elimination ledger directly into Excel.
    • Refresh Data: With a single click, you can refresh the data in Excel without needing to re-export or re-download the file.
    • Account Groups and GL Accounts: Velixo automatically captures new GL accounts added in Acumatica, provided your configuration uses dynamic ranges (e.g., selecting all accounts in a range or class instead of hardcoding them in your report).

    The following blog post on our website deals specifically with consolidation - https://www.velixo.com/excel-for-consolidated-reporting-with-eliminations/ -- feel free to reach out to me if you have more questions or if you’d like a demo.

    Gabriel Michaud Founder @ Velixo, Excel-based reporting for Acumatica

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