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Accounts schedule reports

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Posted on by AJalal

Dears,

I need your valuable help. I want to use the accounts schedule feature in BC to generate the follwoing reports, anybody can help by mentioning if I can do this and the steps as well:

1. trial balance (not detailed)
2. all transactions list report
3. budget versus actual
4. expenses by dimension

Thanks in advance

Best Regards

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MahGah 15,529 on at

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Hi

Please see the following guideline which can help a lot

www.kerrypeters.com/.../dynamics-365-business-central-account-schedules-101

or this long video https://www.youtube.com/watch?v=Q2SpEgPDopc

For example for M-income you can create Column Layout such as M-Netchange then define the format as below and you have budget vs actual.

or you can create ne account schedule for expense then select your expense account in each line and only define one (or multiple dimensions).

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Dallefeld 211 User Group Leader on at

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To add to MahGah's reply.

1. There is a Trial Balance Report that let's you pick from several fields to show.

2. There is a Detail Trial Balance which list the transactions

3. Budget vs actual you would want to build an Account Schedule for

4. Check out Dimension-Total and Dimension-Detail, you will need an analysis view and you will want to play with the include dimension levels.

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