How to Run a Trial Balance and Aging Reports in Dynamics 365 Business Central

In this blog and video, we show how to run a trial balance and aging reports in Dynamics 365 Business Central.

This will be helpful to any Dynamics user who:

  • Is a current Dynamics 365 Business Central user
  • Is the process of evaluating a move to Dynamics 365 Business Central
  • Recently transitioned from Dynamics GP or Dynamics NAV
  • Transitioned from a non-Microsoft ERP or accounting solution

Trial Balance and Aging Reports in Dynamics 365 Business Central

The video below demonstrates how to run Trial Balance, both summary and detail, and Aged Payables reports in Dynamics 365 Business Central. These are some commonly used reports in Dynamics 365 Business Central.

In the video, we go over the following:

  • Search functionality – 0:25
  • Summary Trial Balance – 0:50
  • Detail Trial Balance – 3:05
  • Aged Payables Reports – 5:10

For an overall head-to-head analysis of the two systems, read our Dynamics GP vs Dynamics 365 Business Central blog.

If there are other type of reports you are interested in seeing a demo of or are interested in other functionalities available in Dynamics 365 Business Central, feel free to reach out to us here.

Webinar - Dynamics GP | AP and AR Close

The closing processes for AP and AR are mirror images of each other. During this session, we will explain the process to close AP and AR monthly and share some tips and tricks.

October 18
9:00 am – 9:25 am PST

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Webinar - Dynamics GP - AP and AR Close

Oct. 18
9:00 am – 9:25 am PST

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