Create financial reports in Microsoft Dynamics 365 Business Central
- Offered byMicrosoft
Create financial reports in Microsoft Dynamics 365 Business Central at Microsoft Overview
Duration | 3 hours |
Start from | Start Now |
Total fee | Free |
Mode of learning | Online |
Schedule type | Self paced |
Difficulty level | Intermediate |
Official Website | Explore Free Course |
Credential | Certificate |
Create financial reports in Microsoft Dynamics 365 Business Central at Microsoft Course details
- Create budgets in Dynamics 365 Business Central
- Configure financial reports by using account schedules in Dynamics 365 Business Central
- Use dimensions in your financial reports in Dynamics 365 Business Central
- Forecast your cash flow in Dynamics 365 Business Central
- Set up XBRL reports in Dynamics 365 Business Central
- This learning path discusses creating budgets, and using account schedules, dimensions, and eXtensible business reporting language (XBRL) to generate the financial reports that are typically needed for most businesses
- It explains how to set up general ledger budgets in Business Central, demonstrates how to create budgets manually, and shows how to copy and import budgets from Microsoft Excel
- It explains the terminology that is associated with XBRL and demonstrates how to import and update taxonomies
Create financial reports in Microsoft Dynamics 365 Business Central at Microsoft Curriculum
Create budgets in Dynamics 365 Business Central
Introduction - Create budgets manually
Copy budgets
Export and import budgets
Exercise - Create and copy budgets
Check your knowledge
Summary
Configure financial reports by using account schedules in Dynamics 365 Business Central
Introduction and set up account schedules
Create column layouts
Export your account schedule to Excel
Exercise - Create an account schedule
Check your knowledge
Summary
Use dimensions in your financial reports in Dynamics 365 Business Central
Introduction to the G/L balance by dimension report
Filter account schedules by using global dimensions
Create an analysis view
Combine analysis views with account schedules
Check your knowledge
Summary
Forecast your cash flow in Dynamics 365 Business Central
Introduction to cash flow forecasts
Use assisted setup to set up cash flow forecasting
Set up cash flow manual expenses and revenues
Create a cash flow forecast
Analyze the forecasted cash flow
Check your knowledge
Summary
Set up XBRL reports in Dynamics 365 Business Central
Introduction to XBRL terminology
Work with taxonomies
Work with linkbases
Enter XBRL line definitions
Export an instance document
Check your knowledge
Summary