GL transaction details report sample - Acumatica

Applies to

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

TABLE OF CONTENTS

• Purpose
• Coverage
• Example
• Download this sample file

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:

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