Finance & Operations
9 articles in this category.
- Advanced Bank Reconciliation in Dynamics 365 Finance
Manage advanced bank reconciliation in Dynamics 365 Finance: importing bank statements, setting up matching rules, and handling reconciliation differences.
- Budget Control in Dynamics 365 Finance
How to use budget control in Dynamics 365 Finance: configuration, budget checks on documents, and how the system stops overspending against budget.
- Use financial dimensions in Dynamics 365 Finance
How financial dimensions tag transactions in Dynamics 365 Finance, how to set them up, and how they drive analysis and reporting later.
- Set up and manage payment proposals in D365 Finance
How to set up payment proposals in Dynamics 365 Finance: selection criteria, reviewing proposed payments, and the controls that keep runs clean.
- Handle period close in Dynamics 365 Finance
How to run period close in Dynamics 365 Finance: the financial period close workspace, task templates, and tracking progress across legal entities.
- Three-Way Invoice Matching in D365 Finance
Three-way invoice matching in Dynamics 365 Finance: how to set up matching policies and resolve discrepancies between invoices, orders, and receipts.
- Conditional Sales Tax in Dynamics 365 Finance and Operations
Conditional sales tax in Dynamics 365 Finance & Operations: when to use it, how to configure it, and how tax is reported when invoices are paid.
- Posting Profiles in D365 Finance and Operations
What posting profiles do in Dynamics 365 Finance & Operations, and how they route subledger transactions to the right general ledger accounts.
- Legal Entities in Dynamics 365 Finance and Operations: A Quick Guide
What legal entities are in Dynamics 365 Finance, how to map them to your company structure, and which data is shared versus company-specific.