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Creating GL Account...
 
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Questions Creating GL Account as the Main Group and expand into Subaccounts

 
Acumatica Analytical Report Manager (Financial Report Writer)
Last Post by Tim Rodman 7 years ago
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Sarimanok
Posts: 2
 Sarimanok
Topic starter
February 27, 2018 2:48 am
(@sarimanok)
New Member
Joined: 5 years ago

Hi,

I'm just new to ARM. Would it be possible to create a grouping in which GL Account as the main Group or Level then expand into Subaccounts? Please see below  a sample screenshot. 


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
February 27, 2018 11:12 pm
(@timrodman)
Famed Member
Joined: 10 years ago

Hi Humar,

Welcome to ARM. I also recommend checking out Velixo Reports (click here).

If I understand correctly, I think what you are looking for is the Expand feature.

Click the magnifying glass in the Data Source column of the Row Sets (CS206010) screen:

 

Then choose Sub in the Expand field:


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Sarimanok
Posts: 2
 Sarimanok
Topic starter
April 10, 2018 1:49 am
(@sarimanok)
New Member
Joined: 5 years ago

Hi Tim,

Thanks for your reply.  What I'm looking for is the dynamic one the will auto populate subaccounts underneath GL Accounts. I just manually set the GL Account Code and SubAccount Code.  Btw,  Thanks for the velixo lin. This tool is very helpful.  Cheers...:)


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
April 11, 2018 10:28 pm
(@timrodman)
Famed Member
Joined: 10 years ago

I'm trying to picture what that would look like. So one line for the GL Account in total, then separate indented lines underneath for each Subaccount where the total of the Subaccount lines equals the first GL Account line?


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