Account schedules

The account schedules functionality is part of the Analysis & Reporting section of the Financial Management area. It is meant to create customized financial reports based on the General Ledger information, the Budget information, or on the analysis views information. Account schedules can group data from various accounts and perform calculations that are not possible directly on Chart of Accounts.

When defining account schedules, both the information that will be displayed on rows and columns can be defined.

Just to see how it works, we will create a simple account schedule that will compare the budgeted amounts versus the real amounts. To do so, we will follow the given steps:

  1. Navigate to Departments/Financial Management/Reports ...

Get Microsoft Dynamics NAV now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.