1. Configure and use the general ledger 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. Since finance is the heart of the business, and the General ledger module is the heart of financial management, this learning path shows you how to set up functionality in the General ledger module. It also covers how to complete closing procedures for a period or a year.
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2. Work with analytics and reporting in finance and operations apps
Business leaders can make important decisions in their company if they have accurate insight into the underlying financial and operational data. Without data visibility, business leaders are challenged with a nearly impossible task. By using analytics and reporting in finance and operations apps, you can empower every business user, depending on their security rights, to get the insights they need to make those important decisions.
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3. Configure cash and bank management in Dynamics 365 Finance
With cash and bank management in Dynamics 365 Finance, you can record and reconcile financial transactions against the bank statement and identify bank transaction types such as deposits and nonsufficient funds (NSF).
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4. Set up taxes in Dynamics 365 Finance
Setting up taxes in Dynamics 365 Finance offers many benefits, including automated and accurate tax calculations. As a result, your organization can ensure that it complies with national and regional tax laws. To help improve efficiency, your organization can streamline the tax management process by automating postings to ledger accounts.
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5. Work with taxes in Dynamics 365 Finance
Working with taxes in Dynamics 365 Finance is important for ensuring compliance with tax regulations, accurate financial reporting, and efficient tax management. Proper tax configuration helps your organization manage complex tax scenarios, including withholding taxes, sales tax exemptions, and conditional taxes. As a result, your organization can tax and report all transactions correctly to the relevant authorities.
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6. Work with accounts receivable in Dynamics 365 Finance
Configure the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that are not related to sales orders. In this learning path, you will also learn how to do daily tasks in accounts receivable.
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7. Configure Accounts payable in Dynamics 365 Finance
You can enter vendor invoices manually or receive them electronically. You learn how to configure the Accounts payable module in Dynamics 365 Finance to empower accounts payable staff to perform their daily activities.
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8. Process purchase order invoices in Dynamics 365 Finance
Through tools like the invoice register, approval journals, and vendor invoices, Dynamics 365 Finance streamlines invoice management, enhances accuracy, and provides flexibility to help meet diverse organizational needs.
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9. Work with accounting distributions, invoice validations, and settlements in Dynamics 365 Finance
Accounting distributions are used to define how an amount is accounted for. For example, how the expense, tax, or charges are accounted for on a vendor invoice. Every amount must be accounted for when the vendor invoice is journalized has one or more accounting distributions.
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10. Set up and use Intelligent OCR for vendor invoices in Dynamics 365 Finance
Optical character recognition (OCR) is a technology that enables organizations to automate data extraction from scanned documents or images. You can convert text from the source document to machine-readable data within Dynamics 365 Finance.
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11. Get started with Expense management in Dynamics 365 Project Operations
The Expense management module in Microsoft Dynamics 365 Project Operations allows organizations to track and manage employee expenses. Expense management lets you store payment information, import credit card transactions, and track money that employees spend when they incur expenses for your organization. You can also set up expense policies, automate approvals, and provide a streamlined business process by using Project Operations.
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12. Set up and configure Expense management in Dynamics 365 Project Operations
The Expense management module provides users with a more simplified process to handle expenses. The Expense management workspace is where users can file their expenses, while Expense management workflows and features like optical character recognition (OCR) for scanning receipts can help optimize your organization's expense processes.
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13. Set up and use basic budgeting Dynamics 365 Finance
Basic budgeting in Dynamics 365 Finance is the process of creating, managing, and monitoring budgets. It involves defining budget parameters, setting up budget models, creating budget register entries, and analyzing budget versus actual performance.
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14. Set up and use budget control in Dynamics 365 Finance
Every organization, whether it’s private or public, sets financial and operational goals by creating budgets. When the organization establishes its budget, management monitors the activities within the budget framework. This module provides information about how to set up and use basic budgeting and budget control in Dynamics 365 Finance.
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15. Configure fixed assets management in Dynamics 365 Finance
Learn how to configure and create fixed assets to comply with international accounting standards.
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16. Set up and acquire fixed assets in Dynamics 365 Finance
Discover how to efficiently manage fixed assets in Dynamics 365 Finance with step-by-step instructions for setup, acquisition, and recording.
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17. Manage fixed assets in Dynamics 365 Finance
The key to correctly managing your fixed assets in Dynamics 365 Finance is to focus on budgeting, transfers, group setup, and updates. Additionally, you can review the fixed assets rollover reports for period closing, financial statements, and tax reporting in the familiar Excel format.
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18. Work with fixed asset deprecation and disposal in Dynamics 365 Finance
Managing fixed assets involves careful tracking of depreciation, disposal, and valuation. By using various transaction types and following defined procedures, organizations can accurately account for fixed asset transactions and maintain financial transparency.
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