GL transaction details report sample - Acumatica

Applies to

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

TABLE OF CONTENTS

• Applies to
• Purpose
• Coverage
• Example screen
• Demo video
• Downloads

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:

Example screen

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.

Downloads

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   Download the Generic Inquiry for this report (need help importing the Generic Inquiry?)

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