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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Total accounts and its...
Finance | Project Operations, Human Resources, ...
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Total accounts and its usability in financial reportting

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Posted on by AY-23051805-0 26
I've set up total accounts in my main accounts now. as shown in the screenshots. 
however, i don't see any uses for total accounts especially in financial reporting. for example trial balance:
total account statement:
now I'm not sure if total accounts is working or lacking some setups. 
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,532 Super User 2025 Season 1 on at
    Total accounts and its usability in financial reportting
    RE: Financial reports, you have the Total Account mapped to a line in the Row definition in Financial reporter, right?  Have you tried resetting the FR Data mart?
  • AY-23051805-0 Profile Picture
    AY-23051805-0 26 on at
    Total accounts and its usability in financial reportting
    Hi Frank, 
     
    Yes, I've setup in total accounts like shown below:
    It also shows from its sub account：
    My question is what are its uses, I don't see it reflect in financial reports. 
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,532 Super User 2025 Season 1 on at
    Total accounts and its usability in financial reportting
    It's not clear from your screenshots.  Have you mapped the accounts you want to sum to the Total account here?
     
     

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