141

Suggested by Kristi Slininger – Completed 

When looking for an GL-account, for example in General ledger > accounts > main accounts there is no possibility in Operations furthermore to directly have a look on the postings. Instead a time consuming trial balance has to be run (for all accounts) before the account can be selected to view the transactions. From the technical point of view this may be ok. But from the view of an accountant not. An accountant needs the possibility to quickly access the transactions of a main account like he could in former Ax-Versions.

Status Details

Thank you for the feedback.  This feature will be delivered with the 10.0.16 build.  We have added the buttons Transactions and Accounting source explorer to the Main account page to quickly access the transactions for a single main account.  

 

 

Comments (7)
  • s j
    Sun, 27 Aug 2017 02:18:55 GMT

    This sort of feature is just expected by cus5omers and should be a product strength not a limitation..

  • Zvika Rimalt
    Sat, 25 Nov 2017 18:37:18 GMT

    It's a bit embarassing to have to explain to a client that there is no quick way to select ledger account and view all all transactions posted to that account.

  • Aris Aravidis
    Mon, 18 Dec 2017 17:42:03 GMT

    'Planned long term' is not what we were expecting for a vital functionality like that. Maybe it should be scheduled if not for short-term at least Mid-term. D365 is supposed to be an upgrade from AX2012R3..

  • Beth Zapadka
    Wed, 26 Jun 2019 01:12:57 GMT
    I agree 100%. I was surprised by lack of some standard functionality that's available out of the box for other financial applications. This is one of them. The Trial balance is great, but users often just need to quickly view details for one account. My company moved to Power BI and Power Query to get this data for users, but in Oracle Financials it was very easy to do a query or run a report to get this data and also filter it for specific dimension(s), specific transaction types, fiscal period(s), currency, etc...
  • Sil De Boer
    Tue, 22 Oct 2019 15:40:29 GMT
    The standard Analysis Matrix for main accounts and a selected dimensions in Navision / Business Central is also missed feature in D365F&O.
  • Joost van Dooren
    Thu, 10 Sep 2020 14:22:02 GMT
    Fully agree. 3 years after posting this issue, I hope you will finally take this into consideration. From an accountants and auditors view this is a real missed opportunity from Microsoft
  • Mandeep C
    Sun, 28 Feb 2021 22:33:00 GMT
    Hi All, What about Period balances display which is subset feature of direct transactions details on the main account. It was really surprising that this standard feature which was there in Dynamics since ages was missing in D365. Can the administrator please clarify that Period balances is being included and? When is this feature expected and will it appear in the Features management section to select and apply? thanks
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