Financial reporting replaces account schedules

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users, automatically Sep 1, 2022 Oct 2022

Business value

In order to make it easier for new users to get started with Business Central, we rename the account schedules capability Financial Reporting. We also separate the definition of a financial report from that of the definition of rows and columns, so that it's clearer that a financial report is a combination of row and column definitions plus additional parameters.

Feature details

You can now search for Financial Reporting in the in-product search field as well as links from some Home pages.

The link Financial Reporting will open a list of financial reports, and you can add user-defined reports to the list. The financial reports will have their own name, a row definition, a column definition, and additional parameters that will be set when you open the Financial Report page. In earlier versions, this page was called Overview.

The objects that have been known as account schedules will now be called Row Definitions, for which you can still define a default column layout and an analysis view. Column layouts become Column Definitions. For both row and column definitions, you can edit the definitions separately from the financial reports. You can now copy column definitions, making it easier to make variants of a column definition.

More details coming: The name changes will be propagated to pages that referenced Account Schedules.

Tip

When you search for Account Schedules, you'll see search results for Financial Reporting.

New copy column Definition action

New list of financial reports

New page to edit financial report definition

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See also

Prepare Financial Reporting with Account Schedules and Account Categories (docs)