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Microsoft Dynamics AX (Archived)

Trial Balance Across Fiscal Years

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We just ended our first fiscal year with AX.  I have a request that the trial balance be run from certain time periods last year to this year.  However, when running a trial balance across fiscal years AX gives the warning:

"From date is in fiscal year 2014.  To date is in fiscal year 2015.  Dates must be in the same fiscal year." 

I try to stay away from finance as much as possible but this was requested and I would greatly appreciate any help in figuring out how to display the trial balance across fiscal years.

-Will

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  • Suggested answer
    Chandu Naresh Profile Picture
    982 on at

    You can use the MR to generate the Trial Balance across years.

    In AX, you cannot generate the TB report for a period exceeding one fiscal year

  • lally Profile Picture
    8 on at

    Hi All ,

    In this case what would be solution to take the TB for previous period in Ax 2012 R2 / R3 ?

  • Suggested answer
    Chandu Naresh Profile Picture
    982 on at

    You can select TB for any fiscal year whether it is Previous Year or current year. But the report will be generated for that fiscal year alone (for ex: you can generate TB for FY 2013 separately and FY 2014 separately )

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