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Excel Add-in: Explanation of function GL_TRANS_DATE

Introduction

With the [GL_TRANS_DATE (acc_nr;co;curr_code;VWeekFrom;vWeekTo)] function you can include the balance of all the transactions in a general ledger account by date in the worksheet.

Fields

Company

Select the administration from which you want to retrieve the Exact data. If you select Default, the data will be taken from the default company. If you select a company, the data from the selected company will be displayed.

The advantage of not selecting a company is that the same report can be used for each company. You only need to change the default company to get the right data.

Function

Select the function you want to use. In this case "GL_TRANS_DATE".

G/L account

Select the general ledger account for which you want to retrieve the balance. Select multiple general ledger accounts as follows: 8000:8999. In this case the balance of general ledger accounts 8000 through 8999 will be displayed.

Currency code

Indicate in which currency you would like the amount to be displayed (all transactions, regardless of currency code, will be included).

From date

Select a date as of which you want the balance to be retrieved. Transactions prior to this date will not be included.

To date

Select a date through which  you want the balance to be retrieved. Transactions after this date will not be included.

Range

If you select Date here, entries for which the entry date falls within the range will be included in the result. If you select Reporting date here, entries for which the reporting date falls within the range will be included in the result.

Include closing entries

Here you can indicate if you also want to include closing entries in the function.

Example

GL_TRANS_DATE("0050";17;"EUR";"1/1/2002";"31/1/2002",1,1)

Note: The balance of all the transactions entered in entry date range January 1 through January 31, 2002, including closing entries, for general ledger account 0050 for company 17 will be included in the worksheet. The amount will be displayed in the EUR currency.

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.153.383
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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