View cross-company transactional data using accounting source explorer
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 by admins, makers, or analysts | - | Sep 2025 |
Business value
Accountants using Dynamics 365 Finance to view detailed transactional data are often viewing data across multiple companies that are related to the overall parent business. It's important for them to quickly and easily view data across related companies. This feature will allow data to be viewed or exported to Excel to view deep financial analysis across those companies.
Feature details
The current accounting source explorer page in Dynamics 365 Finance is a key tool for accounting personnel to view financial transactions. The current limitation to view data from one company or legal entity at a time causes a great deal of wasted time switching to each company and reloading the data into the accounting source explorer page.
This update to the accounting source explorer will allow exporting of transactional data quickly and easily for the selected companies. The ability to export data from multiple companies to Excel will also let the accounting team do deeper analysis across companies.
The key change for this feature will be an improved export option that will allow the user to select which companies they want to export data from along with the other existing filter options in the accounting source explorer.