Suggested by Chris Scott – Completed
We often run the same financial report in slightly different versions, such as an detailed income statement and a summary income statement. It would save a lot of time if we could simply copy an Account Schedule and edit it, rather than building an account schedule from scratch.
In a multi-company scenario, it would also help to be able to export account schedules from one company and import them into another company.
Status Details
Thank you for your feedback. We released this feature as part of Business Central Fall 18 (October) release.
Please refer to the following link for more information:
https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-work-account-schedule#to-copy-an-existing-account-schedule
Sincerely,
Ivan Koletic
PM, Microsoft
Thanks for the suggestion, we will review this for a future release.
Best Regards,
Theresa Nistler
This is a great idea... I hope it is added soon!!
Can't we just a new report and an action item to PAG 104 'Account Schedules' , like we have it on PAG 113 'Budget' for REP 96 'Copy G/L Budget'
I agree to Dirk for getting a function similar to the 'Copy G/L Budget '
I hope it gets implemented soon... It will save a lot of time!!
+1 this is needed for production environments to mitigate Microsoft changing the account schedules as communicated in a dialog box any time you make changes to the OOTB account schedules. "Warning: This account schedule may be automatically updated by the system, so any changes you make may be lost." Need this sooner than later.
This is absolutely essential in working with test companies, production companies, multiple companies to be able to copy the format without having to recreate the layout each time.