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What are the use of Balancing Financial dimension functionality in d365 finance and operations?

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Posted on by Ayushi Desai

Hi All,

Can you please explain me what is the use of balancing financial dimension functionality and in which scenario we use this functionality.

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Ludwig Reinhard Microsoft Employee on at

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RE: What are the use of Balancing Financial dimension functionality in d365 finance and operations?

Hi Ayushi,

A practical use case for the balancing financial dimension feature is if you want to separate your balance sheet accounts by business units or segments.

Best regards,

Ludwig

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Alireza Eshaghzadeh 14,610 Super User 2025 Season 2 on at

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RE: What are the use of Balancing Financial dimension functionality in d365 finance and operations?

Hi Ayushi,

Balancing Financial dimension is a optional field that you can use on Legder setup that can be used for interunit accounting. You can just choose one of you financial dimensions for this purpose.

Ref to D365FO standard description:

Select the financial dimension that must be balanced in all accounting entries. You must select a financial dimension that is included in all account structures that are assigned to the ledger. When you select a balancing financial dimension, all new accounting entries must be balanced for each value for this financial dimension. Automatic transactions are created to balance the entries, based on the main accounts that are identified in the Accounts for automatic transactions page. If you select a value in this field, only accounting entries are balanced. Your organization's operational processes are not considered.

Please check the following post on Microsoft docs for more info:

docs.microsoft.com/.../enable-interunit-accounting

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huijij 19,811 on at

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RE: What are the use of Balancing Financial dimension functionality in d365 finance and operations?

HI Ayushi,

Please go through the old thread:

community.dynamics.com/.../393198

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RiteshKS 260 on at

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RE: What are the use of Balancing Financial dimension functionality in d365 finance and operations?

HI Ayushi,

this article should help.

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/enable-interunit-accounting

Regards,

Ritesh

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