GL transaction details report sample - Acumatica

Created by Harry Lewis, Modified on Thu, 25 Apr 2024 at 07:46 PM by Harry Lewis

Applies to

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid XRP Flex



Please see Introduction to Report Templates for information about Samples, Demos, and Production Templates and the differences between them.  You many also want to refer to How to Modify Velixo Sample Reports.

This sample template demonstrates how to use Excel 365 and Velixo Classic for Windows to build a dynamic report of General Ledger transactions by using Generic Inquiry functions. 


This workbook includes the following sample reports:

  • GL Transaction details

Example screen

Demo video

This video presents one way to create a simple but effective transaction report.  The steps below create a more complete report including color-coded lines for beginning and ending balances.


In addition to the above demo video, this report sample also comes with its own step-by-step walkthrough!

Please visit: Creating a GL Transaction detail report for Acumatica tutorial.

Download the 
sample file

Download this report sample

Download the required 
Generic Inquiry

(need help importing the Generic Inquiry?) 

💡 Having trouble downloading the file?
Simply right-click the link and select Save link as 

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