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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to download transa...
Finance | Project Operations, Human Resources, ...
Answered

How to download transaction listings

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Posted on by Erich James 22
Hi, I would like to know how to download the transaction listings posted in MS Dynamics 365 Finance and Operations.
 
Below are the information that I need.
 
1. Period of transaction
2. Date of the transaction
3. Ledger Code
4. Procurement Category
5. Transaction reference/ document reference
6. Journal reference
7. Voucher reference
8. Description of the transaction
9. PO reference
10. Contract (or project) reference
11. Debit 
12. Credit
13. Financial Dimension (on different columns)
I have the same question (0)
  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 19,852 Most Valuable Professional on at
    Hi,
     
    There is not an OOB report for this purpose.
    You need to generate a custom report.
    For this purpose I would advise you to generate from Power BI which is easier to manage.
  • Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    Hi,
    As Billur said, there is no standard transaction list report. You can check this document. It introduces various methods of viewing journal entries and transaction records, but it may not be so comprehensive. You still have to customize it to suit your needs.
    View journal entries and transactions - Finance | Dynamics 365 | Microsoft Learn
    Best Regards,
    Hana

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