Report including Debit & Credit Transactions for a specific Account

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It is possible to generate en GP a Report including Debit & Credit Transactions for a specific Account?. I need a Report of all transactions for the account 200-19005-10 (doesn't matter if its in Dr of Cr) and the other accounts in that transactions.

Example:

Account Debit Credit
Trx_#1 200-19005-10 50.00
Trx_#1 430-19005-10 45.00
Trx_#1 550-34000-10 5.00
Trx_#2 350-44100-10 20.90
Trx_#2 200-19005-10 20.90

 

All Replies
  • Hi Edie,

    It sounds like you need to print the Cross Reference report by Journal Entry. Its in the Reports section of the Financial Area page. Here's what it looks like:

    Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITS
    ASCI, Inc.    *    PO Box 600965   *   Dallas, TX 75360    *   972-814-8550   *   leslievail@earthlink.net

  • You could also run an Account Transactions SmartList and filter for the desired account.

    Frank E. Hamelly, MCP, MCITP, MCT, MVP

    http://gp2themax.blogspot.com/

  • i run this SQL Script for the accountants regularly.  You'll just need to change the ACTNUMBR_1 values to something more meaningful to you.  It includes all the lines of the JE where the JE includes the account(s) selected.  -Trevor

    SELECT A.JRNENTRY [JE]

    , CASE A.SERIES

    WHEN 1 THEN 'All'

    WHEN 2 THEN 'Financial'

    WHEN 3 THEN 'Sales'

    WHEN 4 THEN 'Purchasing'

    WHEN 5 THEN 'Inventory'

    WHEN 6 THEN 'Payroll - USA'

    WHEN 7 THEN 'Project'

    WHEN 10 THEN '3rd Party'

    ELSE '#Error'

    END [Series]

    , RTRIM(A.SOURCDOC) [Source Doc]

    , A.TRXDATE [Trx Date]

    , RTRIM(C.ACTNUMST) [Account]

    , RTRIM(B.ACTDESCR) [Acct Descr]

    , A.DEBITAMT [DR]

    , A.CRDTAMNT [CR]

    , RTRIM(A.ORMSTRID) [Orig Master ID]

    , RTRIM(A.ORMSTRNM) [Orig Master Name]

    , RTRIM(A.ORDOCNUM) [Originating Doc Num]

    , RTRIM(A.ORCTRNUM) [Originating Control Num]

    , A.ORPSTDDT [Origin Post Date]

    , RTRIM(A.REFRENCE) [Reference]

    , RTRIM(A.DSCRIPTN) [Dist Ref]

    , RTRIM(A.SOURCDOC) [Source Doc]

    FROM GL20000 A

    JOIN GL00100 B ON A.ACTINDX = B.ACTINDX

    JOIN GL00105 C ON A.ACTINDX = C.ACTINDX

    WHERE JRNENTRY IN

    (SELECT DISTINCT JRNENTRY FROM GL20000 WHERE ACTINDX IN

    (SELECT DISTINCT ACTINDX FROM GL00100 WHERE ACTNUMBR_1 in ('19023', '19024', '39110', '87005')))

    ORDER BY JRNENTRY