Review general ledger accounts faster
Important
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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Mar 1, 2023 |
Apr 1, 2023 |
Business value
During the process of closing a period, it's often necessary to go through all transactions for a G/L account to ensure they're correct. The G/L Review action makes the review process faster and easier.
Feature details
To speed up the period-end process of reviewing and reconciling G/L accounts, you can review the G/L entries for G/L accounts and mark the entries as Reviewed.
Setting up G/L account reviews is easy. On the G/L Account Card page for each account, specify how to allow reviews in the Review Policy field.
| Review Policy | Description |
|---|---|
| None | You can't mark entries for the account as reviewed. For example, use this option for accounts such as payables, receivables, and bank accounts where there are other ways to review their amounts. |
| Review allowed | You don't have to include entries in a review, and the amounts of the debit and credit entries don't have to balance. You remove a review, for example, if you've made a mistake. |
| Review allowed and match balance | The total amounts of the debit and credit entries in the review must match. The Debit and Credit fields show those amounts, and the Balance field shows the total. This setting also lets you remove a review. When you remove a review from one or more entries, the debit and credit entries must still balance. |
To start a review, from the Chart of Accounts page, select a G/L account and then choose the Review Entries action. You can also open the Ledger Entries page for the account and choose Review Entries.
If you're upgrading or have migrated, you can review in bulk to mark all entries that were posted before a given date as reviewed.
Note
To use the feature you must be assigned to the D365 GL REVIEW permission set.
Note
Businesses in France, the Netherlands, and Belgium have had local features that are similar. This new feature will replace the local features in a future release. However, the current feature will remain available, so that those businesses can access earlier reviews. When they're ready to switch to the new feature, they can turn on the feature in Feature Management.
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