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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / General ledger setup -...
Small and medium business | Business Central, N...
Suggested Answer

General ledger setup - account schedule for reporting

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Posted on by Yuko Peters 49

Hi,

In the general ledger setup under reporting fast tab, there is setup for acc. schedule for balance sheet. 

Which mentions "specifies which account schedule name that is used to generate the balance sheet report"

pastedimage1652401410878v2.png

When I run the report (balance sheet in this example) from the chart of accounts, it calls for Balance Sheet (28024, Report Request), and not account schedule report. 

pastedimage1652401612346v3.png
Does anyone know which report the setup on gen. ledger setup is referring to?
I have the same question (0)
  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,096 on at

    Hi, 

    What is your tenant localization and version of your environment.

    As I cant see Balance Sheet action in Business Central US localization of version 20

    Also do you have any customization done in Chart of Accounts page?

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

  • Yuko Peters Profile Picture
    Yuko Peters 49 on at

    Hi Vaishnavi,

    This is in NZ localisation and no customisation (cronus), version 20

  • Suggested answer
    Vaishnavi J Profile Picture
    Vaishnavi J 3,096 on at

    Hi Yuko,

    The Balance Sheet action that is visible in Chart of accounts list page is by default it is not coming from any setups. Microsoft has given this action which pulls Balance Sheet report (28024). Refer the below screenshot.

    pastedimage1652416131225v1.png

    If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much

  • Yuko Peters Profile Picture
    Yuko Peters 49 on at

    Hi,

    thanks for confirming. Yes I did notice that the balance sheet report is calling for a different report which is not account schedule. 
    i was hoping someone might have an answer as to where the setups in the gen ledger set is used. 

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 235 User Group Leader on at

    You want to Choose Account Schedule in Business Central to run your Account Schedules.

    pastedimage1652456444221v1.png

    pastedimage1652456479018v2.png

    This will print your account schedule, once you choose your schedule and column layout.

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