Account Balances

(1) Share

Report

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

Categories:

Dynamics 365 Business Central

All responses (3)

Answers (1)

Suggested answer

YUN ZHU 77,981 Super User 2025 Season 1 on at

Like (0)

Report

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

Like (1)

Report

Account Balances

Thank you.
Verified answer

Valentin Castravet 26,349 Super User 2025 Season 1 on at

Like (0)

Report

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