No no branches at all..
No sorry I lost the will to resolve it :)
Hello Iqra is there anyway of just leaving the unpaid bit unallocated do you think or do you have to leave all of it on the system as it was paid an completely unapplied? Thanks Malinda
Thanks very much LauraSo if I want to see the balance on all accounts YTD for any given period regardless if any activity has taken place is there standard report do you think that does this?I have tried to write my own reports within Acumatica but I can’t get the column set up correct to do month and YTD whereas in excel it is very easy for me. I have no experience in writing computer language and I feel it is beyond me to be honest. Best RegardsMalinda
Hello LauraI managed to get the Rows in OK just using trial and error , it was the column headings which could show the month and YTD for the Financial year and with the Balance Sheet bringing forward opening balances as well. This was a while ago when I first starting working with the system, the company and me were new to this software. However we never had demo reports for me to look at for help with the columns. I think I just got a bit frustrated which is why I just decided to map my TB to a excel sheet to solve my problem. I think I should chase the demo reports really and try and find out why I did not have them to use as a prompt, and try and keep some momentum going with getting the system to do the work.Thanks again Malinda
I’m just here to rant! I’m having this same issue. I uncheck “suppress zero balances”. Seems like that should give me a trial balance with EVERY account in my chart of accounts. Cool, that would make spreadsheet manipulation easy as you move from month to month. But no. Acumatica doesn’t act that way. The trial balance appears to be based on a data table called GLHistory and that table only contains data if there is activity in a period. What garbage. Sure this minimizes the data in that table but the result is reports like the trial balance that are incredible difficult to work with. I’ve worked with other systems (Peoplesoft, SAB, Dynamics) and they all have a configuration option to have the history table populated with EVERY element regardless of if there is activity. Like I said, I don’t have a resolution but maybe if enough people yell about this Acumatica will do something about it. Hello thereI’m not sure the rant will make a difference, but I empathise and it’
R Harrison I have you shared the idea of having the TB work in the way we want in the ideas area? I have not yet done so but wonder if it’s a good idea? Malinda
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