Use new templates for financial reporting
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | Jul 2025 |
Business value
These enhancements help make your financial reporting processes more efficient and insightful. Additional column definitions help you compare balances and net changes across multiple years and quarters, providing a clearer view of your financial trends. The new row definitions in the North American localization cater to audit requirements, making it easier to prepare detailed financial reports for both internal and external audits. This streamlined approach not only saves you time but also ensures accuracy and compliance, ultimately contributing to better financial management and decision-making.
Feature details
We've enhanced the financial reporting features with new templates for reports. All country versions benefit from four new column definitions:
- BS Multi-Year Balance Comparison (for balance sheets)
- BS Current Year Balances by Quarter (for balance sheets)
- IS Current Year Net Change by Quarter (for income statements)
- IS Multi-Year Net Change Comparison (for income statements)
The North American (NA) localization has two new row definitions:
- Balance Sheet Audit Lead Schedule
- Income Statement Audit Lead Schedule
The row definitions are part of two new reports:
- The Balance Sheet Audit Lead Schedule report is a balance sheet with the same order as the detailed balance sheet, but with full account details. Use the report for internal or external audits.
- The Income Statement Audit Lead Schedule report is an income statement with the same order as the detailed income statement, but with full account details. Use the report for internal or external audits.
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