Currently, In the year-end closing process, "Transfer balance sheet dimensions" can be selected or not (Yes/No switch). That means if YES is selected, it will transfer balances in all Balance Sheet main accounts along with their Financial Dimensions.
However, it is commonly required to close some financial dimensions and get opening balance without any dimensions and also for few main accounts, it is required to get the opening balances with Financial Dimensions.
Feature is somehow available for P&L accounts but not for Balance Sheet heads where it is equivally important even more important in our case.
Looking forward for its incorporation at earliest possible.
Comments
Dynamics should add this feature to avoid the manual invention in the system.
Category: General Ledger
we are struggling and manually doing the adjustments, Microsoft should immediately add this feature
Category: General Ledger
we are struggling and manually doing the adjustments, Microsoft should immediately add this feature
Category: General Ledger
we are doing adjustments manually which is causing problems and creating errors, Microsoft should immediately add this feature.
Category: General Ledger
It should be implemented at the earliest as to avoid the struggle we are facing while making manual adjustments.
Category: General Ledger
Dear Microsoft team, We are struggling and manually doing the adjustments, Microsoft should immediately add this feature. Thanks you for your support
Category: General Ledger
Microsoft should add this feature asap to avoid the struggle we are facing while making manual adjustments.
Category: General Ledger
We are struggling and manually doing the adjustments.
Category: General Ledger
It should be implemented at the earliest as we are struggling and manually doing the adjustments.
Category: General Ledger
Elimination of manual adjustments is a vital expectation from a dynamic system, which Microsoft should push for inclusion as a standard feature.
Category: General Ledger
Administrator on 8/5/2024 7:03:27 PM
This functionality is already available through the Optimize year end close functionality that was introduced in 10.0.29. The functionality is documented here: Optimize year-end close - Finance | Dynamics 365 | Microsoft Learn