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.
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.
This post extends the previous one and shows you how to create and import GL journals in MSDyn365FO that make use of different account types for importing customer, vendor and bank transactions.
This webcast shows you one can create and import GL journals in MSDyn365FO with the help of Electronic Reporting. A major advantage of those imports are that they run faster than the standard Excel GL journal import functionality. In addition, journal headers and journal lines can be created in a single run without having to create the journal headers before. Finally, users have more flexibility in the way how they create their Excel import templates and there is no limitation in the number of templates and ER import configurations that can be made.
In this webcast, I will demonstrate how one can modify the standard payment advice document and include company specific logos and modifications. In addition, the creation and Email transmission of payment advices as PDF documents will be illustrated.
In this post, I show you how you can make use of electronic reporting and MS Flow to create automatic inventory value adjustments in MSDyn365FO based on the inventory turn / inventory days of items. The post also shows you how you can deal with exceptions that need to be investigated in more detail by the inventory management.
This webcast shows how you can calculate, create and post reserves for bad debt in MSDyn365FO.
Recording bad debt reserves was always an area that required costly system modifications in previous Dynamics versions. With MSDyn365FO you do not need to spend money for that but can rather make use of the full Microsoft business solution power to get bad debt reserves incorporated in the standard application without writing a single line of code.
This webcast demonstrates how one can create a stockholders equity statement in the standard MSDyn365FO application with the help of reason codes and the Management Reporter. A major focus is made on demonstrating how to setup the Management reporter stockholders equity report that necessitates the calculation of multiple beginning and ending balances for the different periods covered. The principle demonstrated in this webcast can be applied to other reporting scenarios such as cash flow reports or reports that detail accruals and changes in accrual balances.