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Microsoft Dynamics GP (Archived)

Extracting the Total Value of Expenses incurred for specific Expense head.

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Posted on by

Hi,

Good Day !

In our GP we have divided the expenses into two categories ,  General and Administration and Projects based expenses, now  i have to extract the  Total value of costs incurred "General and Administration Expenses" . if I go individually its very time consuming, is there any way to extract the Total Value of General and Administration Expenses since Jan 2016 to Oct 2016.

Thanks in Advance.

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  • Verified answer
    Praveen Kumar RR Profile Picture
    1,552 on at

    Hi Saqib,

    How you are categorizing Accounts into General and Administration?

    Using which reporting option you are generating this report currently?

    Thanks,

    Praveen

  • Community Member Profile Picture
    on at

    categorised into "General and Admin" and project based expenses... now I have to find the total value for "Gen & admin" only....

    Currently, I am extracting values month wise for each expense head via

    Inquiry>>Financial>>summary

    then search for expense head i.e Stationary which gives me the month wise result of the expense incurred under stationary expense head. as shown in below snapshot.

    fffff.JPG

  • Verified answer
    Praveen Kumar RR Profile Picture
    1,552 on at

    Correct me if i am wrong, you want to generate Report with period wise for a set of Accounts right?

    In the snapshot it is only one account selected, you want to generate for all required accounts in a same report with its periodical data

  • Community Member Profile Picture
    on at

    yes exactly... i want to generate report for "Gen & Admin" Category only from

    Jan 2016 to oct 2016.

    under this catogery i have more than 100 Expense heads i.e Stationary, salaries, office supplies, recruitment etc...

  • Verified answer
    Praveen Kumar RR Profile Picture
    1,552 on at

    You can try this Report,

    Smartlist >>Financial>>Account Summary.

    This report will generate data for entire list of Accounts and you can export it to Excel.

    In Excel you need to perform some Filtering and Data preparation.

    More such reports can be generated using AA Module.

    Thanks,

    Praveen

  • Community Member Profile Picture
    on at

    Thanks alot PRAVEEN, it really helped out me. i ectracted the list of all the accounts of both catogeries and then just removed the transactions prior to 2016 and transactions made under project related accounts.

    you made my work easy ....

    GOD bless you. thanks

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