Configure and use the general ledger in Dynamics 365 Finance
- Offered byMicrosoft
Configure and use the general ledger in Dynamics 365 Finance at Microsoft Overview
Duration | 13 hours |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Beginner |
Official Website | Explore Free Course  |
Credential | Certificate |
Configure and use the general ledger in Dynamics 365 Finance at Microsoft Course details
- Get started with Dynamics 365 Finance
- Configure currencies in Dynamics 365 Finance
- Create fiscal calendars, years, and periods in Dynamics 365 Finance
- Configure chart of accounts in Dynamics 365 Finance
- Configure ledgers and journals in Dynamics 365 Finance
- Perform general ledger daily procedures in Dynamics 365 Finance
- Intercompany accounting in Dynamics 365 Finance
- Configure ledger allocations and accruals in Dynamics 365 Finance
- Configure and perform periodic processes in Dynamics 365 Finance
- Dynamics 365 Finance empowers business users to control finances and manage funds with accurate information at any time for financial planning and forecasting, and stay up to date with analytics
- It also covers how to complete closing procedures for a period or a year
- This learning path helps prepare you for Exam MB-310: Microsoft Dynamics 365 Finance Functional Consultant
- It provides businesses everything they need to control finances and manage funds with accurate information for financial planning and forecasting, and helps them stay up to date with analytics tools
- Understanding how to forecast the amount of loss or gain caused by changes in exchange rate values can help you make smart business decisions to handle cash discounts and payments
Configure and use the general ledger in Dynamics 365 Finance at Microsoft Curriculum
Get started with Dynamics 365 Finance
Introduction
Benefits of Dynamics 365 Finance
Overview
General ledger
Cash and bank management
Tax
Accounts payable
Accounts receivable
Credit and collections
Budgeting
Fixed assets
Cost accounting
Electronic invoicing
Lab - Explore Dynamics 365 Finance
Check your knowledge
Summary
Configure currencies in Dynamics 365 Finance
Introduction
Set up currencies and conversions
Configure and import currency exchange rates
Lab - Import exchange rates
Check your knowledge
Summary
Create fiscal calendars, years, and periods in Dynamics 365 Finance
Introduction
Fiscal calendars, fiscal years, and periods
Create fiscal calendars, years and periods
Select a fiscal calendar
Define budget cycle time spans
Maintain periods for your organization
Create date intervals
Lab - Work with the fiscal calendar, year, and periods
Check your knowledge
Summary
Configure chart of accounts in Dynamics 365 Finance
Introduction
Plan your chart of accounts
Multiple chart of accounts
Set up chart of accounts
Main account categories
Main account information
Allocation terms
Main account validation options
Main account closing options
Accounts for automatic transactions
Define and configure financial dimensions
Create a custom financial dimension
Create an entity-backed financial dimension
Activate and delete financial dimensions
Default dimension values
Derived dimensions
Configure financial dimension templates and sets
Define and configure account structures and advanced rules
Lab - Create a main account category in the chart of accounts, and an advanced rule structure
Check your knowledge
Summary
Configure ledgers and journals in Dynamics 365 Finance
Introduction
Understand the different types of journals and their setup
Configure ledger and journal setup
Configure and use journals
Reverse journal posting
Set up batch transfer rules
Lab - configure ledger and journal setup
Check your knowledge
Summary
Perform general ledger daily procedures in Dynamics 365 Finance
Introduction
Using balance control accounts
Process a journal entry
Work with general ledger processes
Ledger settlements
Create voucher templates
Set up journal controls
Exercise - Create and use a voucher template
Check your knowledge
Summary
Intercompany accounting in Dynamics 365 Finance
Introduction
Set up intercompany accounting
Post intercompany journals
Trace an intercompany entry
Lab - Set up and use intercompany accounting
Check your knowledge
Summary
Configure ledger allocations and accruals in Dynamics 365 Finance
Introduction
Configure and apply accrual schemes
Configure ledger allocation rules
Exercise - Configure and use accrual schemes
Exercise - Configure and test ledger allocation rules
Check your knowledge
Summary
Configure and perform periodic processes in Dynamics 365 Finance
Set up the Financial period workspace and closing schedule
Bank reconciliations
Year-end 1099 reporting
Run foreign currency revaluation processes
Process end of year close
Perform financial consolidations
Lab - Perform year-end close and a consolidation
Check your knowledge
Summary
Configure and use the general ledger in Dynamics 365 Finance at Microsoft Entry Requirements
- The ability to use Finance for basic processingKnowledge of finance and accounting processesA general understanding of purchase order invoicing
- Not mentioned
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