web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

The Next Big Bite | Aussie Classics & Starting Small with Clay Wesener | EP04
Check out the Community Spotlight Video Series
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Accounts schedule reports
Small and medium business | Business Central, N...
Suggested Answer

Accounts schedule reports

(0) ShareShare
ReportReport
Posted on by AJalal 10

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

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    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). 

    pastedimage1648484947843v1.png

    pastedimage1648485000639v2.png

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 235 User Group Leader on at

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

The Next Big Bite | Aussie Classics & Starting Small with Clay Wesener | EP04
Check out the Community Spotlight Video Series

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the June Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 580 Super User 2026 Season 1

#2
YUN ZHU Profile Picture

YUN ZHU 480 Super User 2026 Season 1

#3
Grigorios Mavrogeorgis Profile Picture

Grigorios Mavrogeorgis 261 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Microsoft Training Manuals

Product updates

Dynamics 365 release plans