Display a running balance column in General Ledger Maintenance Transactions grid

This solution is not part of the standard Jiwa 7 installation due to the limitations noted below.

In Jiwa 8, a running balance column will be available on bank accounts only.

To display a running balance column on the General Ledger Maintenance > Transactions grid , install the SQL script   usp_JIWA_GeneralLedger_BuildGrid_Transactions.sql  to overwrite the existing Jiwa stored procedure.

Note that  the running balance column on this grid has limitations as follows:

• Profit and Loss accounts do not have an opening balance inserted.  

• Profit and Loss accounts have a running balance commencing on the 'From' date.

• Reordering the grid will result in the balances for each row remaining unchanged.

• Cannot reflect correctly the sign of accounts that are set as credit - they appear opposite to what you'd expect e.g. in the demo database this is the Transactions tab for creditors - notice the running balance is reflected as a negative for the credit account

The grid should appear as follows:

Open