Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Ledger Balance
Microsoft Dynamics AX (Archived)

Ledger Balance

(0) ShareShare
ReportReport
Posted on by lally 2

Hi All ,

How to find a Ledger balance for particular date in AX 2009 ? Does any form shows the balance for ledger account ?

Example - Aug 30th ,2017 balance.

Thanks in advance.

*This post is locked for comments

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Ledger Balance

    Hi lally,

    In the COA, you can select "Balance-Setup", which will open a small form for you that allows you specifying the date or date range that you need for your balance investigation.

    bal2.png

    Best regards,

    Ludwig

  • lally Profile Picture
    lally 2 on at
    RE: Ledger Balance

    Hi Ludwig ,

    Regarding Ax 2009 , the options what you highlighted shows the as on date balance only , it does not have option to know ledger account balance for a particular date .

    Any help ?

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: Ledger Balance

    In D365

    You have multiple reports like trial balance ,dimension statement.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Ledger Balance

    Hi lally,

    For AX2009:

    Navigate to: GL/CommonForms/ChartOfAccountDetails

    Open the form and select the account you are interested in.

    Then click one of the balance buttons

    ax2009bal.png

    For D365FO:

    Here you have more options, such as for example 

    - Trial Balance form under GL/inquiries and reports

    - Open the main accounts form, select your account and then select the account Statement button

    Best regards,

    Ludwig

  • lally Profile Picture
    lally 2 on at
    RE: Ledger Balance

    Hi All ,

    How to find a Ledger balance for particular date in AX 2009 & Dynamics 365 ? Does any form shows the balance for ledger account ?

    Example - Aug 30th ,2017 balance.

    Thanks in advance.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Ramesh Kumar – Community Spotlight

We are honored to recognize Ramesh Kumar as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Kempeth Profile Picture

Kempeth 4

#1
Andy Adamak Profile Picture

Andy Adamak 4

#1
Community Member Profile Picture

Community Member 4

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans