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Rolling Monthly Financial Report

August 4, 2013 by Tim Rodman

Last week someone posted on the LinkedIn Acumatica User Group asking about how to create a rolling monthly financial report.

Now, it’s always dangerous to assume that you know what someone is asking for just by reading a couple of sentences, but I thought I would live dangerously and try to answer the question.

Disclaimer: This is my first time trying to write a financial report in Acumatica so MY METHOD MIGHT BE COMPLETELY WRONG. But, it does seem to work, and sometimes that is good enough. I have gone through part of the course on Acumatica reporting, but nothing so far that relates to the financial report writer. My method is based purely on dusting off my FRx knowledge and trying to make it work in Acumatica.

So, here it goes. In order to demonstrate the concept, I made a less than 8 minute long video on YouTube.

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica ERP Software User Group, Acumatica Financial Statements, Acumatica PL, Acumatica Profit and Loss, Acumatica Training

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