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Shiloh Jones

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Acumatica Tip: Summarized Debits and Credits for Expense-Type GL Accounts

We were working on a project and came across a need that required some customization that we'd like to share in this Algorithm Acumatica Tip.

The Need: A Grid Showing Summarized Debts and Credits for Expense-Type General Ledger Accounts.

The Catch: We wanted totals for both period-to-date (PTD) and year-to-date (YTD) on the same generic inquiry (GI). 

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