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Add Balance at Date to Bank Account List

Stuart Hardman on 3/9/2020 10:58:14 AM
The Bank Account table has a "Balance at Date" and "Balance at Date (LCY)" field on it that is not available on the list. Currently there is no easy way of checking a bank balance at a certain date. By adding these fields to the Bank Account List all the user has to do is add a Date Filter to be able to see the bank's balance at a specific date.
Category: Financial Management
STATUS DETAILS
Completed
Ideas Administrator

Business Central Team (administrator)

Thank you for your feedback. We released this feature as part of the functionality in Add additional columns through personalization in various pages to gain more insight in Release Wave 2 2021. 

Please refer to the following link for more information: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave2/smb/dynamics365-business-central/add-additional-columns-through-personalization-various-pages-gain-more-insight 

Sincerely, 
Business Central Team

Comments

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RE: Add Balance at Date to Bank Account List

Martin Bønnelykke Jensen on 5/20/2020 8:39:25 AM

We had our concultant build this on all of our reports, so we had it on Chart of Account, Vendor list, Customer list, Bank Account list and Fixed Assets Register. This is a must have and should be standard.

Category: Financial Management