Financial report: balance sheet row definition in Dynamics 365 Business Central
When setting up the chart of accounts I like to structure it with the same format that I like my balance sheet row definition to look like. In the example below you can see that I have things grouped together with begin and end totals. This is going to help me when I go to create the balance sheet row definition.
Financial Reporting
Row Definition
Let's start with creating a row definition. Follow these simple steps to complete this task.
- Search for Row Definitions and select (Financial Report) Row Definitions
- Open the new record. From here we're going to select insert > Insert G/L Accounts and select only the balance sheet accounts.
- Once you have the rows added now, we're going to work on cleaning up. There are several things here we're going to focus on.
a. Update the Total Type from Total Accounts to Formula
b. Add Totaling for new Row Numbers
c. Update Show from Yes to If Any Column Not Zero
d. Update Show Opposite Sign for the liability accounts
Next we're going to test this. Search for Financial Reports and select from the reports and analysis section.
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Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link: Kristen Hosman | Linktree
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