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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / How to use management ...
Microsoft Dynamics GP (Archived)

How to use management reporter to run the G/L details for all cash accounts for all our companies within GP

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Posted on by Community Member

My company has multiple entities so our GP allows us to manage the separate entities on one GP database and we switch between the companies depending on which company we are working on. 

We want to use management reporter to build a report to run/obtain the G/L details for all cash accounts. So we want to see all cash transactions for a period from every cash account in our company group. 

I believe Management Reporter has the ability to run a report taking data from multiple companies, using “@ANY” function, but I do not know how to set up a report to grab G/L details rather than balances.

Any help is appreciated!

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  • Community Member Profile Picture
    Community Member on at
    RE: How to use management reporter to run the G/L details for all cash accounts for all our companies within GP

    Hi clairegggg

    Please see the link below.

    community.dynamics.com/.../282142

    Does it work if you add each company in a tree in the company column?

    I will wait to hear back from you.

    Please feel free to email me any questions.

    Chuck Otis

    chuckotis@comcast.net

  • Community Member Profile Picture
    Community Member on at
    RE: How to use management reporter to run the G/L details for all cash accounts for all our companies within GP

    Thanks! And what would I make my column and row definitions in order to capture the G/L details of cash accounts across all companies? Even using the @ANY function, I am only able to run a report getting the cash details from the company i select when I first log in. I want all my companies to have a present month and YTD column. very new to this...

  • Community Member Profile Picture
    Community Member on at
    RE: How to use management reporter to run the G/L details for all cash accounts for all our companies within GP

    Hi clairegggg

    As you noted above, Management Reporter (MR) allows you to run a report taking data from multiple companies using the @ANY function.  You can see the G/L details/transactions of a report in MR by using the drill down function.  In Report Definition, make sure you set the Detail Level drop-down to Financial, Account, and Transaction before running the report.

    See link below.

    community.dynamics.com/.../225469

    Please let me know if you have any other questions.

    Thanks,

    Chuck Otis

    Accounting Solutions

    Winxnet

    www.winxnet.com

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