You can create any ledger in the system and then post to it for analytics or budgeting. You can then use those ledgers as another column in financial report. Or you can use Velixo reporting engine to see it clearly too. To better understand your question, consider reaching out to us so we can get an idea of you entire transaction end to end. This will help in setting things up so they post correctly and can later be reflected on the P&L
The Financial reports work based on Fiscal Period buckets. So only based on those. If you needed the turnover for a specific date, you could use the GL Account Details Screen and then choose an account an specific Dates. But that is only one account at a time. Other option, is through Excel. Velixo can provide you with GL Account turnover and you can produce your reports based on date. Feel free to reach out to us to get a demo, however you can also see one of our videos.
Instead of rolling 12 months, can Acumatica only show the current months for the year selected? Ex. If i pick Mar 2022, i want to only see Jan, Feb, and Mar ending balances
Ending Balances and only last three months. Yes and Yes. If you review the sales demo column set for 12 months rolling you can see how it simply does a -1, -2, -3, etc offset. So while it goes to -11 you can stop at -2 where period selected (March) is no offset and Jan is -2. Secondly, however this column set shows "Turnover" that is the turnover of those accounts for that given period. If instead you only want ending balance, you can change to that option from Turnover as well.
@@Cloud9ERPSolutions thank you, it worked. I come across another question: Is it possible to make the report not break when I pick different years? Ex. I pick Dec 2021 to Jun 2022, the report generates blank.
@@raymonddjojoseparto1785 Raymond best thing to do, is to contact us. This might be a bit more complex then the youtoube comment sections were designed for.
how does your EUACTUAL ledger create? can we use the attribute info to bring out the value in P&L?
You can create any ledger in the system and then post to it for analytics or budgeting. You can then use those ledgers as another column in financial report. Or you can use Velixo reporting engine to see it clearly too. To better understand your question, consider reaching out to us so we can get an idea of you entire transaction end to end. This will help in setting things up so they post correctly and can later be reflected on the P&L
Can Acumatica generate financial reports in the middle of the month/period rather than end of the month/period only?
The Financial reports work based on Fiscal Period buckets. So only based on those. If you needed the turnover for a specific date, you could use the GL Account Details Screen and then choose an account an specific Dates. But that is only one account at a time. Other option, is through Excel. Velixo can provide you with GL Account turnover and you can produce your reports based on date. Feel free to reach out to us to get a demo, however you can also see one of our videos.
Instead of rolling 12 months, can Acumatica only show the current months for the year selected? Ex. If i pick Mar 2022, i want to only see Jan, Feb, and Mar ending balances
Ending Balances and only last three months. Yes and Yes. If you review the sales demo column set for 12 months rolling you can see how it simply does a -1, -2, -3, etc offset. So while it goes to -11 you can stop at -2 where period selected (March) is no offset and Jan is -2. Secondly, however this column set shows "Turnover" that is the turnover of those accounts for that given period. If instead you only want ending balance, you can change to that option from Turnover as well.
@@Cloud9ERPSolutions thank you, it worked. I come across another question: Is it possible to make the report not break when I pick different years? Ex. I pick Dec 2021 to Jun 2022, the report generates blank.
@@raymonddjojoseparto1785 Raymond best thing to do, is to contact us. This might be a bit more complex then the youtoube comment sections were designed for.