Microsoft Dynamics 365 Enterprise Edition:Financial Management(Third Edition)
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Main account categories

Main account categories represent a second level of classification and are used as a grouping layer for the main accounts. The main account category is used for reporting and in cubes for business intelligence.


More than 50 ledger account categories are provided by default.

In order to view all the main account categories, navigate to General ledger | Chart of accountsAccounts | Main account categories. The following screenshot shows the Main account category screen:

If the Closed checkbox is checked, that particular Reference ID value cannot be selected in the main account form. It is better to serialize the reference IDs in the logical order of reporting levels, so that they can be used as a sorting identifier.

The following screenshot illustrates the account category link to the main account; you can see Link main accounts, this opens the dialog where the user can link the main account to an account category:

The following screenshot illustrates the main account; you can see the Main account category field under the Ledger fast tab: