Need the ability to summarize quarter to date (QTD) amounts in the “Periods Covered” attribute of column definitions.
US public companies and many other companies need to report on quarter to date amounts for each month of the quarter. An example might be for a company with a Jan-Dec fiscal year to report in February on the QTD profit and of this quarter (January + February) compared to the QTD profit and los...
Financial reports- Save print settings
In older version of AX, you were able to set print settings in the report designer.
That tab is no longer available and in D365 you must enter your report print settings every time you print a financial report.
It would be nice if there was a way to save your print setti...
G/L Balance by Dimension
The G/L balance by dimension matrix which is run from the Chart of Accounts, Balance, G/L balance by Dimension is not showing all the dimension values. It appears to show the first 32 dimensions only. Can you extend the number of columns available to display all the dimension values.
Allocation Journals Grouped postings
Group Allocations Journal lines created to reduce the number of entries created by main account and dimension
Requirement to include more than 11 financial dimension in Financial dimension set in MSD for reporting
The customer wants to generate reports such as Trial Balance with more than 14 Financial Dimensions in separate columns. Currently, they are only able to generate such reports with 11 Financial Dimensions.
Ability to apply preferred order of the automatic insertion of Row definition
A feature that enables the user to add their preferred order when they do the automatic insertion of MainAccounts and other financial dimensions or account setup
Automatic insertions only allow the insertion order with the defaulted pre-defined rows
For Examp...
FR FiscalPeriodName field should show the period name instead of the period number.
From FR designer, on Column header text, the dynamic text “FiscalPeriodName” should show the period name instead of the period number. This doesn’t make sense, as the “FiscalPeriod” is catered to show the period number. Some
customers hope we can redesign the filed for FR.
Financial Reporting - drill down on Budget control statistics
If we add a column where the book code is set to Budget control, there is no possibility to view transaction details and jump to budget control statistic form.
On Actual column it will drill down to ledger account transactions on Budget it will open budget entries form.
Thank you,
Jinnie Wong
PM
Financial Reporting - reporting tree - page options
In Financial reporting under reporting tree we can specify NP under page options, but this definition is still visible after generating the report, it's only blocked for selection. It woudl be better not only block, but as well hide it. Than it will work in the same way as NP for row/column.
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,
Jinnie Wong
Financial reporting format with Destinations setup
an addiotnal setup to choose the report format and destination for batched reports. (file, email, Print, Screen)
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,
Jinnie Wong
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,
Jinnie Wong