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Line Item Clearing for Balance Sheet Accounts

  • 1.  Line Item Clearing for Balance Sheet Accounts

    Posted Jan 26, 2021 10:15 AM
    We have been using Dynamics for 10+ years now.  Our balance sheet accounts are chock full of line items that I would like to set to "cleared" status, similar to how we can look at just "open" line items for vendors, customers and cash.  I know from a previous company experience that this functionality exists and can be enabled for all balance sheet accounts, but I cannot find it using the search techniques. Most of my software experience is with SAP, which refers to this functionality as "Open Line Item Management" or OLIM, but Dynamics refers to it as something similar, but different enough that I cannot find it.

    Any help in this matter would be greatly appreciated, even the correct nomenclature for Dynamics so that I can improve my search.

    Thanks in advance for your time.


    Dawn Wilson
    Director of Finance
    Medcor, Inc.
    McHenry, IL
    Academy - Online Interactive Learning from Experts

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