36

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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Category: Financial reporting (51)

STATUS DETAILS
Planned
Ideas Administrator

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

 

Sincerely,

Kristi Weekley

PM, Microsoft 

26

Financial Reporting using Chart of Accounts translated descripcions

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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Category: Financial reporting (51)

STATUS DETAILS
Planned
Ideas Administrator

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

 

Sincerely,

Kristi Weekley

PM, Microsoft 

18

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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Category: Financial reporting (51)

STATUS DETAILS
New
18

Management Reporter - Report comment functionality

Hi,

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

Thanks,

Ludwig

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1 Comments

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Category: Financial reporting (51)

STATUS DETAILS
New
11

Allow copy/pasting on row modifier & CALC column to show details at transaction level

My client is using FR to create Budget Planning summary report in D365. One of the limitation of FR is the ability to list all budget plan documents on a row definition. In order to work around this, we have to manually  create rows with document number filter on the row modifier. Since t...

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Category: Financial reporting (51)

STATUS DETAILS
New
9

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 acces...

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1 Comments

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Category: Financial reporting (51)

STATUS DETAILS
New
8

Cash flow Direct method application

Are you interested in introducing the cash flow "Direct method" statement, by capturing and collecting directly from the accounting database records and that after scrutinizing, controlling, sequencing and classifying all the accounts records, for a better transperency of the captured fig...

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Category: Financial reporting (51)

STATUS DETAILS
Under Review
7

Allow use financial dimensions in CFO Overview Workspace filter

It's great to analyze the Trial Balance inside the CFO Overview, and to expand all down one level in the hierarchy, but the only that I missed it's on the right side, with FILTER options, to have the possibility in order to filter by financial dimensions. This out of the box functionality would ...

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Category: Financial reporting (51)

STATUS DETAILS
New
7

Financial dimension attributes

A lot of customer require to ability to report on financial dimension in hierarchies. To support this requirement users can build dimension hierarchies, use number sequence logic in the dimension code or use dimension totals. These options don't allow for easy reporting using PowerBI. The financ...

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Category: Financial reporting (51)

STATUS DETAILS
New
7

Export Formulas to Excel for Calculated (CALC) Columns and Rows

When exporting reports to Excel with "Include Formulas" ticked, formulas are maintained for TOT Rows but NOT for Rows and Columns of type CALC.

This would be an very useful feature to have. I know it was listed on Connect but don't see it here.

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2 Comments

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Category: Financial reporting (51)

STATUS DETAILS
New