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GL Function for Dynamics NAV
GL Function for Dynamics NAV and Business CentralRelated Articles... Overview =GL (What, Account, Start Date, End Date,..., Data Source) Purpose: Returns the budget, balance, net change, debits, or credits of the Dynamics NAV G/L Account of a given company, based on filters. Interactive Tutorial This interactive tutorial provides a step-by-step introduction to t...
GL Function for Dynamics GP
GL Function for Dynamics GPRelated Articles... Overview =GL (Where, What, Account, Start Period, End Period,..., Data Source) Purpose: Returns the budget, balance, or net change of the Dynamics GP G/L Account of a given company, based on filters. How-To Video Introduction to the Dynamics GP GL function This video provides a step-by-step introduction to the Jet GL function...
Best Practices - G/L Reports
Best Practices - G/L ReportsAdditional Resources... Overview Jet Reports offers the user a great deal of design flexibility. Using Excel's formatting capability, you can have almost unlimited potential for determining how your reports will look. You also have a great deal of flexibility on how you use the Jet Excel add-in's capabilities to find and display the data for your re...
Converting from Management Reporter or FRx to Jet Reports or Jet Basics
Converting from Management Reporter or FRx to Jet Reports Overview Welcome to Jet! This sequence of videos comparing Management Reporter to Jet offers a useful overview of how to build financial reports using Jet.  Whether you use Management Reporter or FRx, or have never used either tool, you may find that it gives you useful context for understanding how to translate y...
Tutorial Videos for using Jet Reports Financials
Tutorial Videos for using Jet Reports Financials Overview The Jet Reports Financials extension for Dynamics 365 Business Central allows you to quickly and easily create accurate financial statements, in the format you need, directly inside of Microsoft Excel. The tutorials listed here show you how to install Jet Reports Financials, quickly modify the downloadable sample re...
Modifying a template with Jet Reports Financials
Modifying a template with Jet Reports Financials Easy How-To Video Downloading and modifying a Jet Reports Financials sample report This video provides a quick overview of how to download and modify any of the sample reports available for the Jet Reports Financials extension to Dynamics 365 Business Central. Step-by-Step Access the Sample Reports. ...
GL Function Reference
GL Function ReferenceRelated Articles... Overview =GL (What,Arg1,Arg2,Arg3,...,Arg22) The GL function is available for Dynamics NAV databases, and Dynamics GP databases. Purpose (with NAV or GP): Returns the budget, balance, net change, debits, or credits of the G/L Account of a given company, based on filters. For details, see one of the followi...
How to create a report with Jet Reports Financials
How to create a report with Jet Reports Financials Easy How-To Video Creating a Jet Reports Financials sample report This video provides a quick overview of how to create your own financial report using the Jet Reports Financials extension to Dynamics 365 Business Central. Goal Here we have an Operating Expense Variance Report showing - for a s...
Jet Reports Fast Financials for NAV and Business Central data sources
Jet Reports Fast Financials for NAV and Business Central data sources Easy How-To Video Creating a Fast Financials report for Dynamics NAV This video provides a quick overview of how to create your own financial report using the Fast Financials feature in the Jet Excel add-in. Goal Here we have an Operating Expense Variance Report showing - for a specific...
Reverse Signs on Jet Function Results
Reverse Signs on Jet Function Results Overview Often times when building financial statements, the sign needs to be reversed in the report. Use a negative sign before the GL(), NL(), of NF() functions to reverse the sign rather than multiplying by -1. =-@GL("Balance",....)=-@NL("Sum",....)=-@NF($D4,....) It creates a more efficient report to reverse a sign using Excel formattin...
Installation and Use of Jet Basics
Installation and Use of Jet BasicsJet Basics is an add-in for use with Microsoft Dynamics GP and Dynamics NAV to give users a simple way to create financial reports inside of Excel. Here are a few videos to help you install and use Jet Basics. Jet Basics Installation Series for Dynamics GP for Dynamics NAV Jet Basics GL Function ...
Jet Basics GL Function
Jet Basics GL FunctionRelated Articles... =GL (What, Arg1, Arg2, Arg3, ... , Arg22) Purpose: Returns the budget, balance, net change, debits or credits of the G/L Account of a given company based on filters. For additional information and examples of the GL function, see the GL function reference . For details, see one of the following: GL Func...
Jet Basics - GL Function for NAV
Jet Basics - GL Function for NAVRelated Articles... =GL (What, Arg1, Arg2, Arg3,..., Arg22) Purpose: Returns the budget, balance, net change, debits or credits of the G/L Account of a given company based on filters. Interactive Tutorial NAV GL() Function Tutorial This interactive tutorial will walk you through how to use the Jet GL() Function for Dynamics NAV ...
Jet Basics - GL Function for GP
Jet Basics - GL Function for GPRelated Articles... =GL (What, Arg1, Arg2, Arg3,..., Arg22) Purpose: Returns the budget, balance, net change, debits or credits of the G/L Account of a given company based on filters. Examples of the GL function To retrieve the balance of G/L account 000-1100-00 , you would type the following: =GL(,"Ba...
GL function drilldown with Dynamics GP
GL function drilldown with Dynamics GP This article pertains to Jet Reports versions 2017 R2 (16.1) and higher. Overview With Jet Reports, many values returned by the GL() function for Dynamics GP are available for "drill down" so that you can view the underlying transactions that are reflected in the returned value. How-To Video Drilldown of the GL() Function with Dyn...
Excluding Closing Dates
Excluding Closing DatesHelp Topics... Sometimes you may want to exclude closing dates from your query when you are using date filters. This can be accomplished by putting <>C& in front of your date filter. This information is only relevant to Dynamics NAV users. Example This example uses a Cronus USA database, which has closing dates of 12/31/17, 12/31/18, and 12/31/19: =NL("Sum"...
Fiscal Year Beginning Balances in the GP GL function
Fiscal Year Beginning Balances in the GP GL function This topic is only applicable to Dynamics GP users. Period 0 In Dynamics GP, Period 0 is a special period.  It holds the fiscal year beginning balance. Normally you wouldn't specify it in either the start period or the end period of a Jet GL() function.  Period zero balances are automatically include...
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