D365 Finance & Operations and Dynamics AX Forum

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Running Trial Balance

  • 1.  Running Trial Balance

    SILVER CONTRIBUTOR
    Posted 23 days ago
    Is there a way to run a trial balance to encompass ALL companies? We have a lot of companies out there and that's a challenge. Thanks

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    Kobe Peasah
    National Vision, Inc
    Duluth GA
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Running Trial Balance

    SILVER CONTRIBUTOR
    Posted 23 days ago
      |   view attached
    Hello,

    The native trial balance form in the GL module won't do that OOB. Have you tried the Financial insight workspace. there is one powerbi tab called trial balance that you can use to filter by legal entity.


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    Juan Sebastian Grijalba
    Berkowitz Pollack Brant
    Miami
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Running Trial Balance

    SILVER CONTRIBUTOR
    Posted 20 days ago
    Hi Kobe,

    As mentioned the financial insights workspace provides a TB which can be viewed at a group level and also financial reporting (management reporter) TB can be viewed across all LE's.

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    Mark Bailey
    Application Consultant
    Annata
    Portsmouth
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    Academy - Online Interactive Learning from Experts


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