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Daniel Lehn
Daniel Lehn
@daniel-lehn
Forum Home   |   Recent Posts
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Profile Activity
Topics: 8 / Replies: 13
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Reply
RE: Sum of Report Column

Hi Tim, The report I'm creating displays ending balances for each account. There are two columns for displaying the ending balances on this report, ...

7 years ago
Forum
Acumatica Report Designer
Reply
RE: Pay an AP bill with a Credit Card

Shawn that's a great idea, thanks for sharing this -- I also did not think of this, but it makes sense.

7 years ago
Forum
Everything Else
Topic
Sum of Report Column
7 years ago
Forum
Acumatica Report Designer
Replies: 3
Views: 5059
Reply
RE: ARM Reports - Colors

Right, the hex value would be easiest, and that input could be enhanced with a color wheel or an eyedropper for reading the hex value of on-screen col...

7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Topic
ARM Reports - Colors
7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Replies: 3
Views: 3091
Reply
RE: scanning a document directly into an Acumatica window?

Hi Ray, This is not exactly what you're looking for, but comes close: The process for this is to scan to email, view email in Acumatica, then use tha...

7 years ago
Forum
Everything Else
Topic
Automated ARM reporting
7 years ago
Forum
Everything Else
Replies: 1
Views: 2477
Reply
RE: Selected Branch Name on Report

I was able to come up with a solution to this. The variable I needed is "Branch.AcctName," but the trick was using it to define a variable below the h...

7 years ago
Forum
Acumatica Report Designer
Topic
Preview Unreleased Journal Entries
7 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Replies: 1
Views: 2543
Reply
RE: Selected Branch Name on Report

Unfortunately the applicable one didn't work, it just shows a blank field when I use it -- =Report.GetDescription('OrganizationBranchReportParameters....

8 years ago
Forum
Acumatica Report Designer
Topic
Selected Branch Name on Report
8 years ago
Forum
Acumatica Report Designer
Replies: 7
Views: 5710
Reply
RE: Rolling 12 Month Report Profit & Loss (P&L) in Acumatica

That makes sense, yes. I forgot about the "ending balance" type. I took the report in a different direction, but I'll remember this if I find this nee...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Reply
RE: Rolling 12 Month Report Profit & Loss (P&L) in Acumatica

So we've talked about a rolling 12-month P&L starting at an arbitrary period, we've talked about a P&L that prints within a start and end peri...

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)
Topic
Customization Project - removal
8 years ago
Forum
Everything Else
Replies: 1
Views: 5239
Reply
RE: ACCOUNTENDINGBALANCE difference

I'm glad to have provided a rare error, for what it's worth. I'll further explore this Validate Account History function. Thanks for taking the time t...

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Reply
RE: ACCOUNTENDINGBALANCE difference

Thanks Gabriel, I'll take you up on that offer for review. I'm excited to start using Pro. Thanks for your work on this, it's a good product. Daniel

8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Topic
ACCOUNTENDINGBALANCE difference
8 years ago
Forum
Velixo Reports for Excel and Acumatica (Financial Report Writer)
Replies: 4
Views: 7918
Reply
RE: Change Account Class

Previously we had two different user basically doing this with no luck, and it works now. Thanks!

8 years ago
Forum
Everything Else
Reply
RE: Change Account Class

They are both expense-type accounts. Indeed, changing between those two would not be a good time!

8 years ago
Forum
Everything Else
Topic
Change Account Class
8 years ago
Forum
Everything Else
Replies: 4
Views: 7030
Reply
RE: Exporting to Excel - Column Headings on Every Page

Hear hear.

8 years ago
Forum
Acumatica Analytical Report Manager (Financial Report Writer)

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