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I am looking to edit some of the default main account category names in D365, e.g. change TANFIXEDASSETS to FA - Tangible
Not looking to add or create any, just editing the existing default ones.
As a test, I amended the TANFIXEDASSETS, as above, but when I ran the financial insights report (Embedded Power BI report) the category name remained as TANFIXEDASSETS.
Should this update automatically in the report, or is there some syncing that needs to be done? (I have waited to allow our overnight PBI update to kick in)
Thank you for any help you can provide.
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