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



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. 


This workbook includes the following sample reports:

  • GL Transaction details


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.


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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