Ideas for Acumatica

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Allow Including Unreleased Journal Transactions in ARM Numbers

It would be really nice to have an option on the Report Definitions screen to include Journal Transactions that are Unreleased and Unposted with a status of Balanced.

Often accountants want to be able to put a journal entry in the Journal Transactions screen and see how it will impact the financial statements before actually releasing / posting it.

  • Tim Rodman
  • Jun 17 2017
  • Future consideration
  • Attach files
  • Rick Feterick commented
    November 06, 2017 23:54

    I currently have a large prospect for whom this need could be a deal breaker if they don't have.

  • Tim Rodman commented
    June 12, 2018 19:00

    No need to include other unreleased transactions like AP Bills in my opinion. Just Unreleased and Unposted Journal Transactions will be sufficient.

  • Donna Frasier commented
    June 12, 2018 20:52

    This would be helpful before releasing journal entries as a check & balance before having your entries made final.

  • Pamela Ong commented
    December 12, 2018 23:31

    This would be an great feature   Hope this feature will be available soonest possible.  

  • Vladimir Panchenko commented
    February 01, 2019 17:12

    Thanks Tim, I think that your idea is great!

    We'll think about it in the future.

    Also, what about AR / AR documents?

  • Tim Rodman commented
    February 06, 2019 23:07

    AP / AR documents would be even nicer, even other modules too. But at least GL documents would be a starter.

  • Guest commented
    June 06, 2019 12:40

    I agree with Tim - to just have the ability to report on unposted GL entries would be a great start. I don't think from a submodule perspective this is as important.

  • Joe Young commented
    September 13, 2019 02:22

    This seems like the logical compliment to viewing Account Details to include unreleased transactions. It would also be nice to run Trial Balance Summary with unreleased as well.

  • Jennifer Rose commented
    December 17, 2019 17:17

    YES!!  GL and cash account transactions in particular, but as others have mentioed AP, AR, and any other transactions with a trial balance impact.