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Suggestion: Creating a dynamic account schedule that updates when new accounts are added, or modified based on their account subcategories

Currently in Business Central: We are able to generate the M Account Schedules based off of the account sub-categories. Each time an account is added or modified, the account schedules need to be regenerated for the updated information.

Use Case: We have many individuals working in companies and not everyone remembers to update the account schedules for changes or additions. A lot of time is spent looking for differences and then further time is spent regenerating the schedules on top of this.
STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback. We released this feature as part of the functionality in Control how Account Schedules for core financial reports are generated in 2020 Release Wave 2.

Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365-release-plan/2020wave2/smb/dynamics365-business-central/control-how-account-schedules-core-financial-reports-are-generated

Sincerely,
Business Central Team

Comments

B

Agree!

Category: Reports and Business Intelligence

B

account schedules to include categories and sub categories in the design

these reports should also dynamically update rather than having to edit each report for every company , account by account in some events

Category: Reports and Business Intelligence