AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • Rolodex
    • Podcast
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Forums
AUG Forums
Accounting in Acuma...
Cash Basis Reports
 
Notifications
Clear all

Questions Cash Basis Reports

 
Accounting in Acumatica
Last Post by lucas 5 years ago
3 Posts
2 Users
1 Reactions
2,077 Views
RSS
lucas
Posts: 4
 lucas
Topic starter
December 29, 2020 8:36 pm
(@lucas)
Active Member
Joined: 5 years ago

Does anyone know if there is an easy way to create cash basis P&L statement? We usually report on the accrual basis but need to run a cash P&L to help with some forecasting. 

 

We used to be on Quickbooks and it was as easy as checking a box to switch between cash and accrual basis.

 

Any insight appreciated!


2 Replies
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
March 15, 2021 4:48 am
(@timrodman)
Famed Member
Joined: 10 years ago

I haven't used this solution personally, but you might want to check this out:

https://www.augforums.com/forums/acumatica-report-designer/cash-flow-statement-that-is-accurate-based-on-actual-cash-transactions-and-the-related-accounts-they-are-allocated-to


Reply
lucas
 lucas
(@lucas)
Joined: 5 years ago

Active Member
Posts: 4
March 15, 2021 5:50 pm
Reply toTim RodmanTim Rodman

@timrodman Thanks for the link. We were planning on using the imperium cash basis reporting tool but we ended up going a different direction since the report was only really needed once. Definitly seemed like a great solution to cash basis reporting in Acumatica.


Reply
Tim Rodman reacted
Forum Jump:
  Previous Topic
Next Topic  
Forum Information
Recent Posts
Unread Posts
Tags
  • 12 Forums
  • 2,526 Topics
  • 10.9 K Posts
  • 28 Online
  • 2,397 Members
Our newest member: Joseph DiPaolo
Latest Post: Generic Inquiry Screenid changes to ScreenId=00000000
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Online Members

 No online members at the moment

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright © 2025 · AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.

‹›×

    ‹›×