Error Printing Balance Sheet

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Posted on by Ezra Nielsen

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When I user the icon on the Home screen in the Reports section to print financial statements it does not give me the same date options as when I print the financial statements from within Account Schedules. Since we went live with D365 in January we entered beginning balances on 12/31/2016. I have not closed the 2016 year yet. When I print the Balance Sheet from the Financial Statement Icon the system requires a beginning date. When I print the same Account Schedule the Balance Sheet from the Account Schedules window the beginning date option is not available for the balance sheet report. What is the proper way to print the Balance Sheet?

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Financial Management

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Jennifer Reinhardt on at

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Hello Ezra,

I am unable to recreate this same issue. Are you still experiencing this?

Here are the steps I'm going through, maybe there is something different we are doing:

1. Under Account Schedules, I selected M-BALANCE which is my Balance Sheet report that is selected in General Ledger Setup. When I print from the Account Schedule I get the following options:

2. When I'm on my home page and select Financial Statements from the drop down and click Balance Sheet, my starting date is grayed out just the same:

When you go into your General Ledger Setup window and click the Reporting Fast Tab, is the appropriate Account Schedule selected for the Balance Sheet report?

Regards,
Jennifer Reinhardt

Please see our Dynamics 365 Financials Support Team Blog for helpful information:

https://blogs.msdn.microsoft.com/dyn365finsupport/

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Ezra Nielsen 810 on at

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It looks like this has been fixed and is now working correctly.

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