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.
Reports are available under Financial Management.