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Balancing Finanical Dimension Checkbox

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What is purpose of "Balancing Financial Dimension" Checkbox in GL module. In which scenarios, one should not enable this checkbox??

  • Nikhil More Profile Picture
    Nikhil More 111 on at
    RE: Balancing Finanical Dimension Checkbox

    Thank You Ma'am

  • Nikhil More Profile Picture
    Nikhil More 111 on at
    RE: Balancing Finanical Dimension Checkbox

    Thank You

  • Nikhil More Profile Picture
    Nikhil More 111 on at
    RE: Balancing Finanical Dimension Checkbox

    Thank You Sir

  • Nikhil More Profile Picture
    Nikhil More 111 on at
    RE: Balancing Finanical Dimension Checkbox

    Thank You

  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 16,455 Most Valuable Professional on at
    RE: Balancing Finanical Dimension Checkbox

    Hi,

    When activated, you can not post transactions if that specific dimension is not balanced. I had used that functionality for one case that I use the dimension of company dimension activated. For some legal purpose there were two companies that is reported as different ledgers but should be created as a one company in Dynamics.

  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Balancing Finanical Dimension Checkbox

    Hi Nikhil,

    Replenish:

    This functionality is typically used in the public sector customer base because it requires that posting definitions be used to automatically balance each transaction. It doesn't use the interunit debit and credit accounts that are defined on the Accounts for automatic transactions page to automatically balance the accounting entries.

    In addition, the similar question and discussions are found for you, you can browse for more explanations.

    Hope it will be useful!

    What are the use of Balancing Financial dimension functionality in d365 finance and operations? - Dynamics 365 Finance Forum Community Forum

    Best Regards,

    Hana

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: Balancing Finanical Dimension Checkbox

    Hi Nikhil,

    The feature initially got introduced as part of efforts to support public sector requirements. In case you have e.g. business unit to be able to have an own balance sheet and P&L, this feature ensures the proper posting by adding an additional validation for having a specific dimension in balance.

    Read more here: How do I set up balancing financial dimensions? - Finance | Dynamics 365 | Microsoft Learn

  • Verified answer
    Anton Venter Profile Picture
    Anton Venter 19,493 Super User 2025 Season 1 on at
    RE: Balancing Finanical Dimension Checkbox

    If this is enabled, the debit and credit always has to balance per financial dimension and the system will not allow posting if the transactions do not balance per financial dimension. I think it would be different depending on the dimension and the accounting requirements.

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