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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Net Change and Balance...
Small and medium business | Business Central, N...
Answered

Net Change and Balances - 2

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Posted on by Teet R. 5

Our company migrated to Dynamics 365 this year. Opening balances were input to Jan 1st 2021. For reporting purposes I need to run a report that shows Net Change -> so only movements for 2021.

Luckily Dynamics 365 Business Central enables me to run account schedule for balance sheet rows with "Net Change" chosen for "Row Type".

Unluckily I can't find a way to run account schedule for Q1 Net Changes that would leave out postings with date Jan 1st - these are inputs that created Opening Balances. When I choose Day and type in 02/01/21..04/05/21 it does nothing.

Is there any way to run account schedule for period Jan 2nd - March 31st?

I appreciate all answers, including longer workarounds.

pastedimage1617622338173v1.png

Categories:
Dynamics 365 Business Central
I have the same question (0)
  • JAngle Profile Picture
    JAngle 159 on at

    What about using the trial balance report? Available as a report you output or as an excel report you refresh

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Teet,

    A few questions or places you should check:

    1. On the Account Schedule, the Row Type = Net Change

    pastedimage1617628950065v1.png

    2. Column Layout is defined:

    pastedimage1617628983462v2.png

    I have entries on 1/1/21 and if I enter a Date filter = 1/2/21..T my 1/1 entries are excluded.

    Check your setup.

    Hope this helps.

    Thanks,

    Steve

  • Teet R. Profile Picture
    Teet R. 5 on at

    Thanks for proposing trial balance report.

    However, we need the Balance Sheet report with different account definitions (group report accounts) that can be achieved by using the functionality available in account schedules. I am almost happy - I only miss the Net Change function that could truly extract the movements for 2021.

    At present it looks I have to run the report separately for Jan 1st and March 31st and do the deduction in Excel.

  • Suggested answer
    Teet R. Profile Picture
    Teet R. 5 on at

    Thanks!

    The problem was wrong layout chosen for the account schedule in question.

    After substituting the existing layout with M-NETCHANG magic started to happen!

    Thanks again!

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