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Filter out closing entries

Dain Opland on 7/8/2020 8:40:31 PM
It would be nice to exclude closing entries from financial reports when using a date range that crosses over year end. This functionality exists on "G/L Balance by Dimension", but it is not present in Account Schedules or other financial reports. On the flow field filters, it would be nice to enter in something like 12/01/19..01/31/20&<>C12/31/19 without receiving an error.
Category: Reports and Business Intelligence
STATUS DETAILS
Needs Votes

Comments

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RE: Filter out closing entries

on 11/14/2024 2:08:59 PM

This should be a standard functionality. Also in the GLentries it should be identified, enabling to integrate into a datawarehouse/lakehoude. Currently we are using the Source Code, but becomes difficult when you should have multiple database's.

Category: Reports and Business Intelligence

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RE: Filter out closing entries

Randall Brown on 9/25/2024 4:19:10 PM

This should be standard product. I remember when I was a salesperson doing demonstrations back when it was NAV, this worked.

Category: Reports and Business Intelligence

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RE: Filter out closing entries

Ariel Keith on 3/6/2024 2:48:09 AM

I have had a client who needs this functionality as well. Would love the ability to exclude or include Closing Entries as needed.

Category: Reports and Business Intelligence