Financial Reporting using Chart of Accounts translated descriptions
WE have found sadly that Financial Reporting just print default account descriptions despite having translated descriptions; in different words, Financial Reporting does not check user language of preference or financial entity base language. So it will always show account description as enter...
Generating Financial Reports to an External File Type/Location
Currently, Financial Reports does not give users the ability to save generated reports to a file location without first being generated on-screen. We would like to have the ability to automatically save generated reports to an external file type (PDF, Word, Excel, CSV, etc.) and location. This...
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Looking for system alerts when the Financial Reporting MRDB and AXDB gets out of sync.
Can we be alerted when the Financial Reporting MRDB and AXDB gets out of sync?
Business Justification:
IFRS 17 Compliance - Insurance Contracts
IFRS 17 is effective for annual reporting periods beginning on or after 1 January 2023. Earlier application is permitted if both IFRS 15 Revenue from Contracts with Customers and IFRS 9 Financial Instruments have also been applied.
Validation Tool for Financial dimension value truncated in voucher
We had an issue where the Sales figure of Profit and Loss report generated from the management reporter was not matched with the trial balance and we found out that a transaction was missing in the management reporter P&L report.
Going in deep, we reviewed the voucher of the t...
Report level security
It would be nice to have the ability to setup security on report or group of reports level.
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
Sincerely,
Ryan Sandness
PM, Microsoft
PBI Cost accounting analysis integrated in the Cost control workspace
We want the PBI cost accounting analysis reports in the D365 partcostaccounting
Allow deletion of default financial reports
For large companies - Financial reports are often locked down by the reporting tree to limit the viewing or generating of certain reports to groups of people.
The default financial reports do not have trees to lock them down and may allow people to see data they should not hav...
Management reporter: Account detail options
When exporting financial reports in excel, it is possible to display account code or dimensions but it is not possible to display only the account code without the financial dimensions.
Administrator
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
Sincerely,
Ryan Sandness
PM, Microsoft