Account Balances

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Posted on by texasbbqribs

Greetings. I worked with Dynamics GP for many years and I only work with BC from an outsider's perspective. Does BC have a table that stores balances per account/period? From my understanding, the balances on reports are calculated from the activity. Is that understanding correct?

Thank you

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Dynamics 365 Business Central

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YUN ZHU 79,385 Super User 2025 Season 1 on at

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Account Balances

Hi, just add some information.

There is a Filter totals by function in BC, through which you can directly filter the balance at a certain point in time. This is very convenient.

More details: https://learn.microsoft.com/en-us/dynamics365/business-central/ui-enter-criteria-filters?wt.mc_id=DX-MVP-5004336#setting-filters-on-lists

Hope this helps.

Thanks.

ZHU
texasbbqribs 64 on at

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Account Balances

Thank you.
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Valentin Castravet 26,819 Super User 2025 Season 1 on at

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Account Balances

Your understanding is correct. The balances are calculated based on the G/L Account No. and Posting Date fields in the General Ledger Entries Page by summing the Amount field.

Valentin Castravet

Zander ERP Services