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How to filter out cancled transactions in the Financial Reports

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Posted on by moon-06012153-0

I want to exclude cancled transactions(reversed entries, reversed invoices, original invoices) from my Financial Reports. Please answer the two questions below. Thank you in advance.

I plan to find the cancled transactions in the General Ledger Entries, set up a Dimension, and then deduct them in the Row Definition. For reversed entries, I plan to use the 'Reversed' filter in the General Ledger Entries and then set up a Dimension. However, I don't know how to filter out reversed and original invoices in the General Ledger Entries. Please let me know.

If there's a better method than #1, please let me know.

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Dynamics 365 Business Central

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YUN ZHU 95,975 Super User 2025 Season 2 on at

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Hi, If you have already categorized by Dimension, you can filter using the standard functions below.

Or just add dimensions to the page.

How to add Shortcut Dimensions on the page in Dynamics 365 Business Central (Shortcut Dimension 3 ~ 8)

How to add Dimensions to the page (Other than Global and Shortcut dimensions)

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moon-06012153-0 28 on at

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Thank you for your answer.

For reversed invoices, I can filter them out by using the 'Descriptions' filter and 'Reversed' search word.

However, I can't filter out the original invoices in general ledger entries. Could you explain how to do this?

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Pallavi Phade 4,401 on at

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Namaste @moon-06012153-0

Can you check this boolean "Reversed" - Yes and Source Code - "REVERSAL" Filter in General Ledger Entries . Hope this will help

Warm Regards

Pallavi Phade

www.linkedin.com/in/pallaviphade131116

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moon-06012153-0 28 on at

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Thank you. I ask one more question.

I need to find the original purchase invoices of reversed purchase invoices in the General Ledger Entries. In this case, the Source Code is PURCHASES. Please help me find it.

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OussamaSabbouh 6,871 on at

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Hello ,

Don’t use dimensions for this. Business Central already tracks reversals in G/L Entry. To exclude canceled transactions from Cash Flow / Account Schedules, simply filter on Reversed = No and Reversed Entry No. = 0. This removes both the reversing entries and the original invoices that were reversed. It’s standard, automatic, and upgrade-safe. Using dimensions here is unnecessary and error-prone.

Regards,

Oussama Sabbouh

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moon-06012153-0 28 on at

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Thank you. I have to exclude caceled transactions from Cash Flow Statement in Financial Reports. Could you let me know how to filter on Reversed = No and Reversed Entry No. = 0 in Financial Reports?

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