Tips and tricks for tracking inventory transactions in Finance
06 Saturday Jul 2019
Posted in Inventory
Default descriptions – Accounts Payable
23 Sunday Jun 2019
Posted in Accounts Payable, Bank Management
In this webcast I will demonstrate how one can inherit and track invoice information from the initial recording of the invoice until the settlement and payment of the invoice on the bank account. Realizing this inheritence and tracking does not require sophisticated Artificial Intelligence (AI) or Business Intelligence (BI) tools but rather the setup of default descriptions only. Have a look at the following video to see how this secret ‘super weapon’ works.
Old School – Ledger Account Balances
07 Friday Jun 2019
Posted in General Ledger
Reverse Journal Transactions
23 Thursday May 2019
Posted in General Ledger
Validate VAT Numbers
05 Sunday May 2019
Posted in Accounts Payable, Accounts Receivable
Import Exchange Rates
17 Wednesday Apr 2019
Posted in General Ledger
Financial Reports & Maturity
07 Sunday Apr 2019
Posted in Bank Management, General Ledger, Management Reporter
This post deals with maturity structures in financial reports and how one can create those structures in the standard MSDyn365FO application. In total two different approaches how those structures / reports can be created are illustrated together with their advantages / disadvantages and prerequisites one has to take care of.
Vendor payment disbursement & vendor payment distributions
14 Thursday Mar 2019
Posted in Accounts Payable
In this webcast, I will demonstrate the usage of two vendor payment related functionalities – payment disbursements and payment distributions – that you can use for streamlines and accelerating your vendor payment process.
Financial Report Distributions
01 Friday Mar 2019
Posted in Management Reporter
In this webcast I will show you different options how one can generate and distribute financial reports to managers. A special focus is made on security issues and things that you have to take into consideration when distributing financial reports in the way presented.
Electronic Reporting: Import of GL Excel Journals (Part 3)
10 Sunday Feb 2019
Posted in General Ledger
This third and last post on GL journal imports with the help of Electronic Reporting focuses on the import of so-called split postings where one debit account and multiple credit accounts (or vice versa) are imported in MSDyn365FO GL journals.
