Ideas for Acumatica

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Add ability to display, search and filter on Colsolidation Account

Some countries have their own Chart of Accounts (for example Belgium and France).  A consolidation account is identified for every GL account in those entities.  We need the ability to filter, search and display data based on the Consolidation Account specified in the Chart of Accounts.

  • Guest
  • Mar 9 2016
  • Future consideration
  • Attach files
  • Guest commented
    10 Mar, 2016 01:24pm

    For the enhancement, ideally, we would like it to be added as a Data Source in the Analytical Reports. #1 and #2 are the most important but #3 would be great. I created a mock-up of what I envision as the two Data Source windows.


    1. Data Source adding ‘Start Cons Acct’ and ‘End Cons Acct’ in Row Set just like GL Account. We would want to select by the consolidation account instead of GL account, e.g.,
      • by consolidation account
      • comma separate consolidation accounts
      • range of consolidation accounts
    2. Data Source in Column Sets just like GL Account.
      • Print the consolidation account number in a separate column either
        • Instead of the print the GL account or
        • In a column next to the GL Account column.
    1. Data Source adding ‘Start Cons Acct’ and ‘End Cons Acct’ to DEFAULT DATA SOURCE SETTINGS in Report Definitions.