77

Improving data populations in Accounting Source Explorer (ASE) Report and Voucher transactions Report

We’ve found a number of inconsistencies in data population when running an accounting source explorer report and voucher transaction report, so would appreciate your support in getting these fixed by Microsoft. We have identified:- • The ‘document field’ is not being populated consistently even ...

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19 Comments

Read more... 19 Comments

Category: Financial reporting (75)

STATUS DETAILS
New
58

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 (75)

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 

51

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

Read more... 2 Comments

Category: Financial reporting (75)

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.

49

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 (75)

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 

38

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

Read more... 1 Comments

Category: Financial reporting (75)

STATUS DETAILS
New
34

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

Read more... 3 Comments

Category: Financial reporting (75)

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

24

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 (75)

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

23

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 (75)

STATUS DETAILS
Under Review
19

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

Read more... 0 Comments

Category: Financial reporting (75)

STATUS DETAILS
New
18

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 (75)

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.