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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Journal entries report
Microsoft Dynamics AX (Archived)

Journal entries report

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Posted on by Lionel07 495

Hello Experts,

Is there any report in Ax 2012 that can give me the following infomation:  All journal entries posted in a specific time period, detailing at a minimum; the journal entry number, the journal amount, the general ledger accounts debited and credited, the journal entry date and time, an indication as to whether or not the journal entry is manual or systems generated, the name of the person who posted the entry and the name of the person who approved the entry.

Any help would be greatly appreciated.

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  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Lionel07,

    There is no standard report available that includes all the information you listed above.

    You have two options to overcome this shortcoming:

    Option1: Run multiple reports and combine the results for example in Excel.

    Option 2: Create you own customized report.

    The first option might only be a feasible workaround if you need to analyze the data once. If you need this report on a regular basis you might be better off developing your own report, i.e. Option 2.

    Best regards,

    Ludwig

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Lionel07,

    Did you get this one resolved?

    Best regards

    Ludwig

  • Lionel07 Profile Picture
    Lionel07 495 on at

    Not yet Ludwig. am following Crispin John Augustine advise and see if i can get the data I want.

  • Verified answer
    Galyna Fedorova Profile Picture
    Galyna Fedorova 3,566 on at

    Hi Lionel07, Why don't you want to use Voucher transactions inquiries form located in General ledger module? I believe most of the data required by you is there. Through personalization you can simply add additional columns. You can filter those data by Posting type = Ledger journal to see only transactions from general journal.

  • Lionel07 Profile Picture
    Lionel07 495 on at

    Hi Galyna, I follow your advise but the approver field is coming up with "0" what does this mean? Would it be safe to say that the person who posted the journal is the approver? if yes why woouldnt it pick up the user name?

    Please help if you can.

  • Galyna Fedorova Profile Picture
    Galyna Fedorova 3,566 on at

    Hi Lionel07,

    I don't think that you can say that the person who posted the journal is always the approver. It depends on the business scenario. I would recommend reaching out to the developer and find out what is the datasource for your Approver field and why it's 0.

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