Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

How cross Companies in Trial balance summary report

(0) ShareShare
ReportReport
Posted on by 2,046

Greeting everyone

how can i make cross between Companies in Trial balance summary report

i open LedgerTrialBalanceDP so how can i make it cross between Companies in code?

  • Laurentiu Mikael Avram Profile Picture
    10 on at
    RE: How cross Companies in Trial balance summary report

    Could you please relate to D365 for customization for Trial Balance across companies?

    "In case you use multiple companies that share the same Chart of Accounts, you just have to add additional columns that filter for your different companies and illustrate the data in separate columns."

    Thank you in advance!

    Laurentiu 

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: How cross Companies in Trial balance summary report

    Hi mohammed,

    You just need to setup a report in the Management Reporter.

    This post here describes how a trial balance report can be created for a single company:

    gfeaxblog.wordpress.com/.../

    In case you use multiple companies that share the same Chart of Accounts, you just have to add additional columns that filter for your different companies and illustrate the data in separate columns.

    In case your companies make all use of different Chart of Accounts then you need to make a mapping in the row definition.

    Also, this is not too difficult and described here:

    dynamicsax-fico.com/.../

    Hope this helps.

    Best regards,

    Ludwig

  • mohammed.mqi Profile Picture
    2,046 on at
    RE: How cross Companies in Trial balance summary report

    thanks for replay

    so i can keep both of them with cross between Companies

    and with current Company

    and i've checked about that but so many features

    if you can just mention what i need that's will be usefull

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: How cross Companies in Trial balance summary report

    Hi mohammed,

    You can use the management reporter for that purpose.

    It can do this out of the box.

    No need to develop something in my opinion.

    Best regards,

    Ludwig

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

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

WIN Power Platform Community Conference 2025 tickets!

Jonas ”Jones” Melgaard – Community Spotlight

We are honored to recognize Jonas "Jones" Melgaard as our April 2025…

Kudos to the March Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 294,095 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 232,866 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,158 Moderator

Leaderboard

Product updates

Dynamics 365 release plans