Hello everyone,
We want to start using the Financial analysis overview for our operating companies in D365, but we have missing data.
After some analysis, I believe the problem is with the main account categories we have defined for our main accounts. We have a lot of out of the box, custom main account categories created by ourselves assigned to our main accounts which are not part of the calculations displayed in the PoweBI dashboard content. I found that the following entities are used as the basis of the Financial Performance: GeneralLedgerActivities and BidgetActivities.
Is there some way to see which main account categories are used in the calculations, so we can see how to proceed further with this?
We have a lot of Financial reports based on the existing main account categories as they are currently in the system.
I checked the option link main accounts, but if we use option Link all it changes the main account category to most of the accounts and will cause issues with our existing Financial reports.
Any advice is highly appreciated.
Regards,
Teodora
