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BC - Department or Cost Center Expense Statements

  • 1.  BC - Department or Cost Center Expense Statements

    SILVER CONTRIBUTOR
    Posted 19 days ago
    We are relatively new to Business Central (BC) and still working through reports.  What tool do teams use to provide expense statements to department managers.  We have set up as a dimension cost center codes for departments and yet getting it out to them is difficult.  Is it an account schedule, analysis view, Jet statement or what?  Maybe there is a sample out there I could start with.

    Thanks,
    Deb


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    Deb Peters, CMA
    Director of Finance, HR & IT
    Midwest Rubber Service & Supply
    Plymouth MN
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  • 2.  RE: BC - Department or Cost Center Expense Statements

    NAVUG ALL STAR
    Posted 19 days ago
    If you want a statement type, you will need to use Account Schedules. Though it takes time, you can do the setup such that when you run the Account Schedule report you get a good statement per department.

    If you want the transactions, you can also user the the Dimensions Total and Dimensions Detail reports. They do require that you setup an Analysis View but then you have the ability to provide levels or subtotals by dimension. Scheduling to run for each department could be really useful to make this easier.

    I don't know of an example.

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    Kim Dallefeld, Kim@Dallefeld.com, Ft Worth, TX
    Dallefeld Consulting, LLC
    Member of Dynamics Consulting Group

    New View Strategies, - training and consulting.

    NAVUG All-Star
    NAVUG Programming Committee
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  • 3.  RE: BC - Department or Cost Center Expense Statements

    Posted 18 days ago
    Hi Deb,

    The last couple of companies I worked for used Jet Reports to make their dept statements.  I come with an accounting background and I'm very familiar with the need for different types of reporting from an accounting perspective.

    Jet has the capability to generate a new tab/worksheet for every dept which works well.  Then you take each tab and send it out to the dept heads after a finance/accounting person has reviewed.  Another thing that you can accomplish with Jet is to schedule reports to send out automatically.  In this case, you would need to have a separate workbook for each set of email address/time.  I currently do this as well.

    In terms of a template, Jet Reports provides a almost 100 samples with their subscription.  Report NAV083 is called GL Financial Overview by Department.  I bet that one could get you started.

    Feel free to private message me for a little more direction with Jet if desired.

    Jimmy

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    Jimmy Yu
    Enterprise Architect
    Step Energy Services Inc
    AB
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