NAV2017:- Account Categories and SubCategories

I wrote about this cool feature introduced in NAV2017 in my earlier blog Account categories. Today we will see more in detail how this is used in NAV2017

We have to classify the Ledger accounts specially for reporting purpose and creating balance sheet and income statement.

User can define the Account category and subcategory in G/L Account master against each ledger account

Based on this NAV provided the screen to see the balances against the categories. This page gives overview of

This page show detail with balances for categories and sub categories defined. The fact boxes will show the GL Accounts associated with Account categories and subcategories which is tagged in master.

Based on this categories needed reports added in NAV2017 i.e. Balance Sheet and Income Statement which we initially creating using account schedules and now we have readily available in NAV2017.Smile

Reports are available under Financial Management.


Author: Ammolh Saallvi

I'm a Dynamics NAV/Navision developer and helps partners and end-users with their NAV implementations. I do everything from third-party management advisory, training to new NAV teams, project management, training, setup and development. Do you want to hire me to help getting your project a success? Then contact me via dropping one email from linkedin Expertise in end-to-end development of software products from requirement analysis to System Study, Documentation and Testing. Demonstrated abilities in analyzing information system needs, evaluating end-user requirements, custom designing solutions, troubleshooting for complex information systems management. Deft at carrying out risk analysis, impact analysis, project reviews and documentation. Strong Problem solving & Technical skills coupled with confident decision making for enabling effective solutions leading to high customer satisfaction as well as low operational costs. Certifications:- Microsoft Certified Technology Specialist -Dynamics Microsoft Sure Step Certified Professional Moderator at DUG Forum Specialties: • ERP Implementation • Client/Server Programming • Coding, Testing, troubleshooting and documentation. • Database Tuning and SQL • Database Performance • Debugging large programs • Project Management and Resource Management.

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