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Session Id : sLxxtlK5py8q8/b5kGnVtT
Finance | Project Operations, Human Resources, ...
Suggested answer

Trial Balance including Net Income

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Posted on 6 Mar 2023 17:35:07 by 33

I'm searching for a Trial Balance including the Net Income.

I can only find the report Trial Balance, but there is no Net Income mentioned in that report.

From other ERP systems I'm used to that the Net income is standard at the bottom of the report.

Can someone tell me where to find this report or am I doing something wrong?

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,341 Super User 2025 Season 1 on 06 Mar 2023 at 18:18:06
    RE: Trial Balance including Net Income

    Financial reporter comes prepopulated with demo reports only.  You have to configure your own financial reports. It sounds like I_MINTRIAL was created by someone in your company.  

    Yes, to reflect Net income, you have to define a row in the report that includes all your P&L Main accounts.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    17,153 Most Valuable Professional on 06 Mar 2023 at 18:17:29
    RE: Trial Balance including Net Income

    You can copy paste from Excel. 

  • Nathalie K Profile Picture
    33 on 06 Mar 2023 at 18:10:41
    RE: Trial Balance including Net Income

    For example I can use report I_MINTRIAL and then design how I want to?

    So I have to add al the GL accounts into this report on every line by myself? And then make subgroupes for all different costs groups? And at the end I have the Net Income from accounts 4000..9999?

  • Suggested answer
    Ramit Paul Profile Picture
    22,375 Most Valuable Professional on 06 Mar 2023 at 17:58:34
    RE: Trial Balance including Net Income

    Hi,

    In accounting, no one can give net income from trial balance report.

    To do this we need to have profit and loss/ income statement report.

    As Billur suggested, Dynamics already have these reports available in the management reporter.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    17,153 Most Valuable Professional on 06 Mar 2023 at 17:37:15
    RE: Trial Balance including Net Income

    Hi,

    You can use financial reports for that purpose.

    You can design how ever you want to.

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