GL Transaction Details Sample Template - Sage Intacct

Created by Harry Lewis, Modified on Tue, 23 Jan 2024 at 05:52 PM by Harry Lewis

Applies to:

  • Velixo NX
  • Sage Intacct



This sample report showcases how to use Excel 365 and Velixo NX to build a dynamic report of General Ledger transactions by accessing the Sage Intacct GLDETAIL object using the SI.QUERY and the SI.QUERYFILTER functions to provide a filter



This workbook includes one sample report: GL Transaction Details.


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As with all Velixo samples, if you wish to view data, it will be necessary to adjust the Connection settings to connect to your ERP instead of Velixo's sample data

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