Main account

Concept

In Dynamics 365 Finance, the ledger account that states what an amount relates to, such as cash, sales revenue or rent expense; main accounts have account types and can be grouped into main account categories for reporting.

Title graphic: Main account (Concept)

Type	Concept

Key points about Main account

Each amount is assigned to a main account such as cash, sales revenue, rent expense, wages, accounts receivable or taxes. · Dynamics 365 Financial Reporting - Simply…
Main account types and categories let a report show one clean cash line while finance keeps the detailed accounts underneath. · Dynamics 365 Financial Reporting - Simply…

Episodes about Main account

Dynamics 365 Financial Reporting - Simply Explained

2026-08-19 · Video on YouTube

Dynamics 365 Financial Reporting turns the financial data already posted in Dynamics 365 Finance into structured reports that finance teams, managers, auditors, and executives can actually use. Instead of rebuilding financial statements in multiple…

Dynamics 365 General Ledger - Simply Explained

2026-08-19 · Video on YouTube

Dynamics 365 General Ledger provides the central financial record behind Dynamics 365 Finance. Customer payments, supplier invoices, inventory movements, payroll, bank transactions, taxes, accruals, and other financial events ultimately affect the company's…

Timeline of episodes about Main account

Articles about Main account (5)

Demystifying the Chart of Accounts in Dynamics 365 Finance
2026-08-27 · Mirko Peters
Welcome back to our ongoing deep dive into the robust architecture of Dynamics 365 Finance. If you have ever stared at a blank configuration screen in an Enterprise…
Mastering Dynamics 365 Financial Reporting: Moving Beyond Excel
2026-08-27 · Mirko Peters
Welcome back to the blog! If you have ever spent the final days of a month frantically copying and pasting numbers between separate spreadsheets, cross-referencing …
Financial Dimensions vs Financial Tags in Dynamics 365 Finance: Which Should You Use?
2026-08-20 · Mirko Peters
Discover when to use financial dimensions versus financial tags in Dynamics 365 Finance to optimize your reporting structure and avoid database clutter.
Configuring Financial Dimensions in Dynamics 365 Finance: A Step-by-Step Guide
2026-08-20 · Mirko Peters
Learn how to configure financial dimensions and account structures in Dynamics 365 Finance to streamline reporting and eliminate bloated charts of accounts.
Mastering Financial Dimensions in Dynamics 365 Finance
2026-08-16 · Mirko Peters
Learn how to use financial dimensions in Dynamics 365 Finance to track costs by department, cost center, and project without cluttering your general ledger.

Frequently asked questions

What is the difference between main account types and categories?

Types are broad classifications such as profit and loss or balance sheet accounts. Categories are another reporting layer, such as grouping several bank, petty cash and clearing accounts under one cash category. · From the episode: Dynamics 365 Financial Reporting - Simply…

What is the chart of accounts?

It is the structure used to organize financial transactions, like a filing cabinet where each main account is a category. Assets, liabilities and equity feed the balance sheet, revenue and expenses the income statement. · From the episode: Dynamics 365 General Ledger - Simply Explained

Glossary

Community wiki

Short info above, community knowledge below: add practical tips, examples or corrections. New contributions are reviewed first; trusted members publish directly.

Experts and companies for this topic

Nobody has listed this topic yet. Add it to your profile.

Sources

Feed for this topic (RSS): entity/main-account/feed.xml
M365.FM episodes on this topic: 2
Articles on this topic: 5

Maintained by Mirko Peters (Microsoft MVP) · Last updated: 2026-11-03