Introduction The first two blogs in the series discussed how to set up the chart of accounts, and reviewed numerous fields on a main account in D365 Finance. We briefly discussed main account categories, and types, with a promise to discuss in more detail later. “Later” has arrived! Finally, we can see how the pieces …
Category Archives: D365 Finance
Setting up a Main Account in D365 Finance
Let the Fun Begin! In theory, adding a new account to the General Ledger is very easy. Easy enough for you to get yourself in trouble if you don’t know what you are doing! There are many things to consider, including number structure, default options, and financial reporting implications. If you have ever taken a …
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Getting Started with the Chart of Accounts in D365 Finance
The chart of accounts is a fundamental and crucial part of setting up Microsoft D365 Finance. This article identifies the purpose and structure of the chart of accounts as it pertains to D365 Finance. This is part one in a series that will take a look at tips and tricks to help junior consultants.
WorldMax 