GL transaction details report sample - Acumatica

Created by Harry Lewis, Modified on Fri, 09 Feb 2024 at 04:23 PM by Harry Lewis

Applies to

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid XRP Flex


TABLE OF CONTENTS


Purpose


Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them.  You many also want to refer to How to Modify Velixo Sample Reports.


This sample template demonstrates how to use Excel 365 and Velixo Classic for Windows to build a dynamic report of General Ledger transactions by using Generic Inquiry functions. 


Coverage

This workbook includes the following sample reports:

  • GL Transaction details


Examples



Demo video


This video presents one way to create a simple but effective transaction report.  The steps below create a more complete report including color-coded lines for beginning and ending balances.




Tutorial


In addition to the above demo video, this report sample also comes with its own step-by-step walkthrough!


Please visit: Creating a GL Transaction detail report for Acumatica tutorial.




Download the sample file


Download this report sample


Download the required Generic Inquiry


(need help importing the Generic Inquiry?)




💡 Having trouble downloading the file?
Simply right-click the link and select Save link as 

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