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Finance | Project Operations, Human Resources, ...
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How does one view a general ledger account with a running balance?

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Posted on by 10

I have not found a way of viewing a general ledger account with a running balance. It seems logical, from an accounting point of view, to be able to do this in order to have an overview of an account.

Does anyone have an answer, suggestion, or solution?

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  • Joseph Markovich Profile Picture
    3,976 on at

    Would the Summary Inquiry screen work? Financial > Inquiry > Summary. This will give a running balance for each period where you can drill into the period and look at the details.

    Not sure if this would satisfy your requirement or not.

    Another option is some kind of Excel or SSRS reporting. One of the columns could be a running total.

    Joe

  • Satterfield Profile Picture
    5 on at

    I faced similar kind of issue last time, I am still searching for some proper solution Same issue still no fix to this.

    Liteblue

  • Jannicke Profile Picture
    5 on at

    Hi Rick, did you find a solution? I'm also looking for a report which shows the running balance of the account. Thanks

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