{"id":7307,"date":"2023-01-20T09:47:31","date_gmt":"2023-01-20T09:47:31","guid":{"rendered":"https:\/\/navision-beratung.de\/?p=7307"},"modified":"2023-01-20T09:47:31","modified_gmt":"2023-01-20T09:47:31","slug":"how-to-ein-einfaches-kontenschema-in-business-central-erstellen","status":"publish","type":"post","link":"https:\/\/navision-beratung.de\/en\/how-to-ein-einfaches-kontenschema-in-business-central-erstellen\/","title":{"rendered":"How-to: Create a simple chart of accounts in Business Central"},"content":{"rendered":"

In this article, we will use a simple example to show you the basic steps you need to take to create a chart of accounts or a financial report in Dynamics 365 Business Central.<\/p>\n

This will give you a quick impression of the possibilities offered by the 'Account schemes' tool in BC.<\/p>\n

\"\u00dcbersicht
Overview of the account schemes in Business Central<\/figcaption><\/figure>\n
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<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

Preparation of a financial report using the example of a short-term income statement\u00a0
\n<\/strong><\/h2>\n

As an example, the following quick guide describes how you can create a simple Current income statement<\/strong> in BC.<\/p>\n

To do this, all P&L accounts from the chart of accounts are first included in a new analysis and then processed further.<\/p>\n

Start in the role center Finances<\/strong> by clicking on Financial reporting<\/strong> or account schema in older BC versions:<\/p>\n

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Overview of financial reporting<\/figcaption><\/figure>\n
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<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

Then click on '+ New<\/strong>' to create a new report. You can now freely assign a name and a description:<\/p>\n

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Create new financial report<\/figcaption><\/figure>\n
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<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

We then define our own column layout. (Alternatively, an existing layout could also be used) To do this, click on the drop-down arrow in Column definition and then click on '+ New<\/strong>‚:<\/p>\n

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Edit column definition<\/figcaption><\/figure>\n

Now assign a name and a description again<\/p>\n

Add accounts<\/h2>\n<\/div>\n<\/div>\n

About the Line definition<\/strong> you can now add the accounts you need for the analysis to the financial report for the analysis (this is also done here as an example for basic understanding).
\nTo do this, select the relevant report and choose the action Edit line definition<\/strong>.<\/p>\n

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Edit line definition<\/figcaption><\/figure>\n
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<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

Select the name and choose the action 'Edit line definition<\/strong>'.<\/p>\n

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\"\"<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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About the item 'Insert<\/strong>'\/ 'Insert G\/L account' <\/strong>you will now receive a selection of the chart of accounts<\/p>\n

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Insert G\/L accounts<\/figcaption><\/figure>\n
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<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

Whereby we filter our case by P&L<\/p>\n

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G\/L account overview<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

You can now print the financial report. Business Central also offers the option of saving reports as Microsoft Excel workbooks, Microsoft Word documents, PDF and XML files.<\/p>\n

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Print financial report<\/figcaption><\/figure>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

Do you have questions about financial accounting or the chart of accounts in Microsoft Dynamics 365 Business Central?<\/h2>\n

Contact us - our specialized consultants will be happy to help you!<\/p>\n

Phone: +49 (89) 21 111 848<\/strong>
\nE-Mail:<\/strong> vertrieb@br-ag.com<\/a><\/p>","protected":false},"excerpt":{"rendered":"

In diesem Artikel zeigen wir Ihnen, anhand eines einfachen Beispiels, die grundlegenden Schritte, die Sie f\u00fcr die Erstellung eines Kontenschema bzw. einem Finanzbericht in Dynamics 365 Business Central ben\u00f6tigen. Auf diese Weise bekommen Sie schnell einen Eindruck welche M\u00f6glichkeiten Ihnen das Tool \u201aKontenschemata\u2018 in BC bietet. Erstellung eines Finanzbericht anhand dem Beispiel Kurzfristige Erfolgsrechnung\u00a0 Exemplarisch […]<\/p>","protected":false},"author":1,"featured_media":6271,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"Finanzbericht in Dynamics 365 BC einfach erstellen","_seopress_titles_desc":"Lernen Sie die Erstellung eines Finanzberichts in Dynamics 365 Business Central. Einfache Schritte zur Erstellung einer Kurzfristigen Erfolgsrechnung. Kontaktieren Sie uns!","_seopress_robots_index":"","footnotes":""},"categories":[2,9],"tags":[],"class_list":["post-7307","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-central","category-how-to"],"_links":{"self":[{"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/posts\/7307","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/comments?post=7307"}],"version-history":[{"count":0,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/posts\/7307\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/media\/6271"}],"wp:attachment":[{"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/media?parent=7307"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/categories?post=7307"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/navision-beratung.de\/en\/wp-json\/wp\/v2\/tags?post=7307"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}