90

Sub-ledger access from Financial reporting

The financial reporting does currently no allow access to subledger information. The following cases require access to sub-ledger for management reporting / financial statement purposes:

1. In the balance sheet, receivables are stated on the debit side, payables are stated on the credit...

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1 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

We are actively doing work in the area of financial insights to enable subledger data from our PowerBI solution and the data model that enables that reporting as a first step to provide additional subledger data within the trial balance. We’d recommend you look at that if you haven’t already.

Sincerely,

Ryan Sandness

PM, Microsoft 

87

Allow the use of totalling financial dimensions through the financial reporter

In the financial dimensions value, it is possible to create a value and mark this value to calculate from a range of other dimension values. This looks exactly as using Main Account Totals accounts. In Financial Reporter designer, these total dimension values appear and can be selected in the sam...

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1 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for the suggestion. I've verified that this indeed is a gap in reporting through financial reporting. It looks like totalling financial dimensions don't have their balances integrated or calculated during data integration. So the value is brought over, but not the balances. 

 

We'll take a look a look at adding this functionality in a future release. Please add votes if this is a feature that we should prioritize. 

 

Thank you

Ryan Sandness, PM

87

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...

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2 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

 

Sincerely,

 Ryan Sandness

PM, Microsoft 

86

Management Reporter - Report comment functionality

Hi,

We would like to see the MR comment functionality again in D365FO.

Thanks,

Ludwig

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2 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Under Review
Ideas Administrator

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.

51

Financial Reports: Import external data from Common Data Service (CDS)

In Management Reporter (AX2012 ->) you had the option to link to Excel sheets to consolidate data from external sources in the reports. This option is currently not available in Dynamics 365 Financial Reports. The request is to integrate Financial Reports into Common Data Service (CDS) to a...

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1 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Needs Votes
Ideas Administrator

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,

PM,

Microsoft.

49

General Ledger Simulations included in the Financial Reporting

As the General Ledger Simulations are became standard (not Exil anymore), it would be great to modify the Financial Reporting in order to include also simulations transactions. General Ledger Simulations are widely used and there are no reports to check them, expection for account statement and...

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0 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Needs Votes
47

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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0 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Needs Votes
Ideas Administrator

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.

Ryan Sandness

PM, Microsoft

34

Additional consolidation accounts included in Financial Reports

The Additional consolidation accounts should be included in Financial Reports to be an alternative to reporting through Main accounts or Main account categories. A row modifier as Consolidation account is supported today could also be an alternative, but the best way to design reports would be to...

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0 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.

Sincerely,

Jinnie Wong

PM, Microsoft

28

Display financial dimension names on financial standard reports

When we generate standard financial reports or screens using financial dimension sets (for example, trial balance, accounting source explorer or ledger settlement), the description of the financial dimension doesn't appear. This is not convenient as sometimes financial dimension codes are just co...

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0 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Needs Votes
28

Sorting to be available in Account and Transactions Reports of the Management Reporter

Management Reporter contains the option to sort report amount based on the amounts or the alphabetical characters. But thats only applicable for the Financial page (Main page of the report), there is not drill down sorting available on Account and on Transaction page of the report.

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0 Comments

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Category: Financial reporting (105)

STATUS DETAILS
Under Review