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Account Rollup Inquiry

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Author: 
Katie Anderson

Have you ever wanted to view the combined balance in multiple accounts in Dynamics GP like you can in FRx or Management Reporter?  This is possible by setting up definitions using Inquiry-Financial-Account Rollup Inquiry.  Include Actual, Budget and even Variance columns.  Accounts do not have to be in a consecutive ranges in order to be aggregated together.

Setup View:



End Result:



Drilldown View- Actual:

Tags: 
Drilldown
Setup View
Account Rollup

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