62

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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0 Comments

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Category: Financial reporting (89)

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 

54

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 (89)

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.

54

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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0 Comments

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Category: Financial reporting (89)

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 

43

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 (89)

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

35

Financial Reporting Datamart schedulable reset

There are many times that Financial Reporting Datamart needs to be reset, and actually you can only perform it manually. The idea is to provide a batchable class or an API that can perform the reset without user interaction, also because you need high privileges to perform the datamart reset. ...

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3 Comments

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Category: Financial reporting (89)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback.

At this point we would prefer to spend time on eliminating the need for data mart resets rather than enabling an easier solution to reset the data mart. If you do have identifiable issues where a reset is required, please work with support to log tickets for those issues.

Otherwise we have some fixes included through the 10.0.9 release and additional fixes planned for the next 6 months to improve in this area.

Sincerely,

Ryan Sandness

Microsoft

34

European Single Electronic Format (ESEF) annual financial report

The European Single Electronic Format is the electronic reporting format in which issuers on EU regulated markets shall prepare their annual financial reports from 1 January 2020. Potentially, this can be implemented using Electronic Reporting features in MSDyn365 for Finance and Operations. More...

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0 Comments

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Category: Financial reporting (89)

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,

Anastasia Yashenina

PM, Microsoft

24

D365 roles/groups from AD to control access to Financial Reporter

The current design of user access to Financial Reporter is based on manually assigned user rights/roles in D365. So in case user access to D365 is based on membership in AD groups only, such user have no access to Financial Reporter. In case manual assignment of user rights is prohibited by inter...

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0 Comments

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Category: Financial reporting (89)

STATUS DETAILS
New
24

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 (89)

STATUS DETAILS
Under Review
20

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 (89)

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

19

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

Read more... 1 Comments

Category: Financial reporting (89)

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.