9/7/2017 - 7:24 PM

General Ledger Inquiries

General Ledger Inquiries

General Ledger Inquiry Custom Formulas [ New ]

‎06-05-2015 01:56 PM

Custom Formulas


1. GL Entry Inquiry: If looking at the Prepayments Account, get Client Name

SELECT vecDescription FROM AxVec LEFT JOIN AxReceipt ON vecKey = rClient WHERE rKey = [Receipt Key]


2. GL Entry Inquiry: Get Session Date

SELECT ssStartTime FROM AxSession WHERE sskey = [Session Key]


3. GL Entry Inquiry: Account Type:

                     WHEN 0 THEN 'Current Asset'
                     WHEN 1 THEN 'Non-current Asset'
                     WHEN 2 THEN 'Current Liability'
                     WHEN 3 THEN 'Non-current Liability'
                     WHEN 4 THEN 'Equity'
                     WHEN 5 THEN 'Retained Earnings'
                     WHEN 6 THEN 'Income'
                     WHEN 7 THEN 'Billable Cost'
                     WHEN 8 THEN 'Non-billable Cost'
                     WHEN 9 THEN 'Expense'
                     WHEN 10 THEN 'Other Income'
                     END, '')
FROM dbo.AxGLAccount
WHERE glaID = [Accrual Account ID]

4. Account Group:

SELECT agDescription
FROM AxGLAccount
LEFT JOIN AxGLAccountGroup ON glaAccountGroup = agKey
WHERE glaID = [Accrual Account ID]


5. GL Entry Inquiry: Payee for credit card and Bank entries

SELECT bename
FROM axbankentry
WHERE[Bank Entry Key] = bekey


To Use these Custom Formulas

Copy the desired Formula into the definition of your Inquiry column.