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Report page · General ledger

Unsettled transactions report

A report that shows the unsettled ledger transactions in a date range.

Used by
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Business process
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Menu item
output:LedgerReport_TransOpen
Main table
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Data entity
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Setup steps
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Show what matters for

Everyone

1What it is and why

What it isA report that shows the unsettled ledger transactions in a date range.
What you do hereUsed to view unsettled transactions between a From date and a To date, using the settlement date to decide what was settled as of the To date.
Example—
Unsettled transactions report page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process—
Menu pathGeneral ledger › Periodic tasks › Unsettled transactions report
Set up first—
Used next by—
Related pagesLedger settlements Microsoft Learn ↗Year end close Microsoft Learn ↗

End user · Functional consultant

3How to do it

Microsoft's steps

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Field guide

FieldWhat it meansWorked exampleTable column
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Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
— No setup is made on this page.

Solution architect

5Design impact

Shared or per company—
Can it be undone—
Feature or country—
If you change it later—

Technical architect

6Technical

Menu itemoutput:LedgerReport_TransOpen Checked in Dynamics 365
FormSysOperationTemplateForm Checked in Dynamics 365
Table—
Data entities—
Who can open it—
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=output:LedgerReport_TransOpen
Integrate with—
Table definition—

Everyone

8Sources and checks