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Account Details - Velixo
So I am aware of the GI function with Velixo, but that requires you to have the GI name in order to use (which I usually get by going to Edit General Inquiry). But for a GI like Account Details, which is listed as a GI in Finance but it it no customizable and thus I cannot see the GI name, how would I recreate that GI in excel using Velixo? Said another way, is there a way to see the GI name for a GI that is not "customizable" meaning that in the top right under customization in the GI there is no "Edit General Inquiry" option.
Apologies, I am certain there are more technical terms from what I am trying to explain but I don't know them.
For « coded » inquiries like Account Details, you have to create a GI-based version that returns the same data. For the specific inquiry you’re looking for we already have everything available for you here: https://help.velixo.com/en/articles/5617016-list-general-ledger-transactions-for-a-range-of-accounts-and-financial-periods
If you need help with any other inquiry do not hesitate to reach out!