Quick Dozen – Business Central Chart of Accounts and Dimensions Tips and Tricks

Dynamics 365 Business Central

Personalize the Chart of Accounts list by adding the Balance At Date column, which provides the balance based on the last date in the Date Filter.
Utilize the Net Change column in conjunction with the Balance At Date column to view Balance Sheet and Income Statement values with the date filter applied.
Incorporate on-screen trial balances for accounts that show as 'bold' for easy visibility, although transactions cannot be posted to these accounts.
Use the Indent Chart of Accounts function to ensure beginning totals match ending totals and automatically indent account names.
Correct discrepancies in the Total Assets, Total Liabilities, and Equity balances by setting up the Current Year Earnings, Total Equity, and Total Liabilities and Equity accounts correctly.
Utilize Account Categories and Subcategories for easier selection in posting groups and financial reporting.
Utilize Saved Views without the Filter Pane for more screen real estate and create custom views for enhanced usability.
Control the use of dimensions at the chart of accounts level, especially when handling multiple dimension values for various accounts.

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