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English → Dynamics 365 → Business Central → Application

Introduction to Financial Management (EBC89980)


Description
39 videos | 1 h 53 min | Business Central | English

Prerequisites: Essentials

In this course you walk through how to get started with Financial management in Dynamics 365 Business Central, create and post different types of daily transactions, apply your payments, and finally create a budget.

chart,accounts,bank,ledger,payment,cash,VAT, finance, GL, general leder

Duration: 1 h 53 min

Content
  • Introduction to Finance Management
  • Demo Environment
  • Finance Master Data
  • RoleCenter for Accountants
  • Company Information
  • General Ledger Setup
  • Accounting Periods sample
  • Master Data
  • Creating a general ledger account
  • Posting groups on G/L account
  • Structuring the chart of accounts
  • Acount categories
  • Creating a bank account sample
  • Managing journal templates
  • Creating journals
  • Manage postings
  • Posting in general journals
  • Posting preview
  • Reconciliation
  • Posting with VAT sample
  • Posting with dimensions
  • Navigate
  • Reversing transactions
  • Manage posting periods
  • Create a standard journal template
  • Payments
  • Cash receipt journal
  • Payment journal
  • Payment reconciliation journal
  • Payment registration
  • Suggest vendor payments
  • Unapply entries
  • Manually apply entries after posting
  • Foreign currency
  • Payment discount sample
  • Payment tolerance
  • Payment from ledger entries
  • Budgets
  • Create a budget
  • Enter values
  • Copy budget
  • Copy budget from budget sample
  • Export to Excel
  • Actual budget comparison
Completion rules
  • You must complete 70.00% of the content
  • Leads to a certificate with a duration: Forever
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