This lesson covers my top 10 list of reports I produce using account schedules other than a trial balance, income statement, and balance sheet. Hopefully this list will spark some ideas of what else you might be able to do using account schedules!

One of the concepts I see students in my Dynamics 365 Business Central account schedules class get stuck on is exactly how to use the show opposite sign function when constructing an income statement. Let's talk about it.

The Copy and Paste function for Dynamics 365 Business Central Account Schedules is a huge time-saver and anyone who designs reports for account schedules should know how to use this important feature.

Every numbers person needs to deal with zeros, and the most frequent thing we all do with zeros is to get them out of the way. Here are a few tips and tricks to help.

Just like any piece of software, there are some bugs in Dynamics 365 Business Central account schedules, and the best way to deal with them is to know they exist.

It’s super easy to share your account schedule designs with other people. I share mine all the time and I’ve asked more than a few people to share their designs with me.

Row numbering in account schedules can make you a little crazy until you understand what you need to do to get it right the first time. In this lesson, we examine five different ways to number the rows for the same account schedule.

If your account schedules are not balancing, there’s one really great place to check and two best practices that will save you some long hours balancing any account schedule.

Setting up account schedules to use budget entries is very simple. When designing any column layout, simply choose budget entries instead of general ledger entries when filling out the ledger entry type field.

Analysis views give us the ability to reach into our dimensions, past the two Globals, and into the full list of dimensions, allowing us to combine any four dimensions we want at a time in any account schedule.

Using dimensions along with account schedules is when you really start to get powerful with your reporting. Once you incorporate dimensions you can move beyond just financial reporting and produce other types of reports.

Using the Export to Excel function is the single most important time-saver when using account schedules because once you create your first Excel workbook and set all the formatting you’ve created a “shell” that never needs to be set up or changed again.

You’ve got a few options to get account schedules out of Dynamics 365 Business Central. You can print them, export them to Microsoft Excel, or you can even simply copy and paste the results out of Business Central and into Excel.

I use account schedules to answer many questions as part of my daily job and, in most cases, I use the drill down feature to get the answers. It’s a very intuitive feature to use and I will show you how in this lesson.

Let’s talk a little walk through some past versions of Business Central (formerly known as NAV) to see how far we’ve come. Over time, the filters for account schedules have moved all over the screen, in different places in most major versions.

Account Schedules uses a curious convention to determine periods of time in the column layout. The default option if you open account schedules for the very first time is Comparison Date, but I always recommend using the other option, Comparison Period.

Formulas in Dynamics 365 Business Central Account Schedules are the hardest concept for most users to grasp, because their use is just not intuitive. There are a few basic concepts that can help get you started.

Formatting options for Dynamics 365 Business Central are pretty basic, but there are a few tricks you should know to get the most out of what you have.

In this lesson, we'll cover column layouts. Just like with row setups, there are many available options in the column layouts. This large variety of options can sometimes be overwhelming to the new account schedule user.

In this lesson, I’ll show you which columns to choose in the row setup for account schedules as a beginning point and go through some simple explanations of how they are used.