GL transaction details report sample - Acumatica

Modified on Wed, 20 Sep 2023 at 10:02 PM

Applies to

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


TABLE OF CONTENTS


Purpose

This guide showcases 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 this sample file


Download this report sample


Download the required Generic Inquiry for this report

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