EFoqus- Advanced Account Schedules
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Often, users feel limited by the out-of-the-box account schedules in Dynamics 365 Business Central due to the lack of non-G/L values. This can make it challenging to get AR, AP, inventory and even jobs or warehousing numbers into financial reporting. Thankfully, the Advanced Account Schedules application is here to help! Without being able to pull non-G/L data, you may be missing out on useful insights that can be found in your raw data in Dynamics 365 Business Central. The Advanced Account Schedules App allows you to access data from anywhere in Business Central so you can create meaningful reports without having to navigate various data sources. Advanced Account Schedules enables you to: - Access data from anywhere in Dynamics 365 Business Central, even outside the G/L - Generate meaningful reports for Excel or PowerBI without extracting data from multiple sources - Access draft data enabling you to easily use quotes, orders and data from journals in your reporting - Calculate sums or choose single values and count records in a dataset - Seamlessly integrate with existing Dynamics 365 Business Central account schedules functionality How it Works Advanced Account Schedules allows you to define an Indicator which has a Method, table and filters: Lookup – Find any single value Sum – Sum of all records within a filter of records Count – Count all records within a filter of records Min and Max – The border values within a filter of records Average – Calculate the mean value of all records in a filter Custom – Allow a developer to create custom indicators Examples of Indicators that can be created: Number of invoices in a period & mean value of items sold Ageing and due balances from AR and AP Customer count (filtered by regions) Split values on non-posting codes Outstanding quotes & open orders Supported Editions - Essential and Premium editions of Microsoft Dynamics 365 Business Central Supported Countries - All countries where Business Central is available Supported Languages - Czech (Czech Republic), Danish (Denmark), German (all areas), Spanish (Spain and Mexico), Italian, Icelandic, Dutch (Belgium), Finnish (Finland), French (all areas), Japanese, Korean, Norwegian, Russian, Swedish and English (all areas)
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