View cross-company transactional data using accounting source explorer

Enabled for Public preview General availability
Users by admins, makers, or analysts - Sep 26, 2025

Business value

Accountants using Dynamics 365 Finance to view detailed transactional data often view 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. With this feature, users can view or export data to Excel to see deep financial analysis across those companies.

Feature details

The accounting source explorer page in Dynamics 365 Finance is a key tool for accounting personnel to view financial transactions. Currently, you can view data from only one company or legal entity at a time. To view data from multiple companies, you must switch between companies and reload the data in the accounting source explorer page.

With this update to the accounting source explorer, you can quickly and easily export transactional data for selected companies. By exporting data from multiple companies to Excel, the accounting team can perform deeper analysis across companies.

The key change for this feature is an improved export option. You can select the companies you want to export data from, along with other existing filter options in the accounting source explorer.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Accounting source explorer (docs)