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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Generate Trial Balance...
Finance | Project Operations, Human Resources, ...
Answered

Generate Trial Balance using different Chart of Accounts in D365 FO

(2) ShareShare
ReportReport
Posted on by Community member 6
We are implementing Dynamics 365 Finance & Operations for a client with 1 legal entity. Since multiple chart of accounts can be set up for a legal entity, how can be choose the chart of accounts to be used for generating Trial balance and how can we switch between multiple chart of accounts?
 
Also, to avoid human error, is it possible to block/suspend a chart of accounts through standard functionality?
I have the same question (0)
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at
    Hi,
     
    For a legal entity, you can only select one chart of accounts to be used. After the first transaction, you can't change the CoA anymore on the Ledger form. If you need to report using another CoA, you can use financial reports with a specific row structure.
  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    Only one chart of accounts can be assigned to each legal entity. In the configuration of a financial report, you can usually choose which chart of accounts to use. As Andre said, you can think about financial reporting. In standard functionality, D365 FO has no direct functionality to block or pause the chart of accounts.
    Best Regards,
    Hana

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 551 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 450 Super User 2025 Season 2

#3
BillurSamdancioglu Profile Picture

BillurSamdancioglu 278 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans