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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to display the sum...
Finance | Project Operations, Human Resources, ...
Suggested Answer

How to display the summary main account field on the voucher

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Posted on by Charlotte Yin 35
Hi all,
 
Please find the attached screenshot. In AX 2012, if we select the account type as Vendor/Customer and then select the posting profile, the related main account will be displayed. However, in D365, I couldn't find any place to view this information. Do any of you know how to display it?
 
The reason I am asking is that I want to check if the main account is correct for the voucher before posting, especially when the account type is Vendor/Customer. If there is a place where I can check this, please let me know. Thank you in advance!
 
 
 
Best regards,
Charlotte
I have the same question (0)
  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,573 Moderator on at
    Hi Charlotte, I am not sure if you are looking for this, but if you click on Posting profile, you will see the summary account as below.
     
  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,631 Moderator on at
    On the Pending vendor invoice, select Financial tab>View accounting.  The Vendor balance account is the Summary account.
     
     

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