Journals | 365 Finance Architec

WANTED: Better Descriptions for Journals

365 Finance Architec

Nov 15, 20213 min read

WANTED: Better Descriptions for Journals

#Microsoft #D365 #D365FO #DefaultDescriptions #JournalDescriptions #Setup #Configuration #Automation Do you ever wish the out of the box...

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365 Finance Architec

Sep 2, 20212 min read

D365 Table Browsing simplified

#D365 #D365FO #Microsoft #TableBrowser #HowTo In earlier versions of Dynamics did you quickly Browse Tables via the AOT and that option...

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Add AutoPost to your approved WorkFlow Journals

365 Finance Architec

Jul 28, 20211 min read

Add AutoPost to your approved WorkFlow Journals

#D365 #D365FO #D365FSC #Setup #Workflow #Journals #Posting #Automate You have already created your General Journal and submitted to to...

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Automated Accounting, D365F&SC, Purchase Price Variance (PPV)

365 Finance Architec

Jun 28, 20212 min read

Automated Accounting, D365F&SC, Purchase Price Variance (PPV)

#D365 #D365FO #D365FSC #PPV #PurchasePriceVariance #Setup #Reporting #VarianceAnalysisStatement #ItemModelGroup #PostingProfiles Purchase...

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Automated Accounting Part 12, Bank to Bank Transfer Journals

365 Finance Architec

Mar 29, 20211 min read

Automated Accounting Part 12, Bank to Bank Transfer Journals

#D365 #Setup #Accounting #OneVoucher #Bank #Transfer D365 is to post bank transfers in a single journal without using a clearing account....

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Automated Accounting Part 11, Yes, you can actually Post a PO Receipt for Procurement Categories

365 Finance Architec

Mar 22, 20212 min read

Automated Accounting Part 11, Yes, you can actually Post a PO Receipt for Procurement Categories

#D365 #ProcurementCategories #Setup #ProcurementPolicies #PO #PurchaseOrder PO Receipts appears to work just fine when receiving...

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Easy Accurate D365 Transactions via Pivot Tables instead of "T" Accounts

365 Finance Architec

Mar 8, 20212 min read

Easy Accurate D365 Transactions via Pivot Tables instead of "T" Accounts

#D365 #ERP #Accounting #TAccounts #Analysis #Reconciliation This blog provides an accurate and easier alternative to manually preparing...

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Automated Accounting Part 9, Foreign Currency Transactions

365 Finance Architec

Mar 1, 20212 min read

Automated Accounting Part 9, Foreign Currency Transactions

#D365 #ERP #Setup #CurrencyRates #TransactionCurrency #AccountingCurrency Our goal today is to post transactions in a foreign currency...

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Automated Accounting Part 4, Intercompany Ledger Journals

365 Finance Architec

Jan 4, 20211 min read

Automated Accounting Part 4, Intercompany Ledger Journals

Today will focus on automating Intercompany Ledger Journals. We want D365 to automatically fill in the related Intercompany Receivable...

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Automated Accounting Part 3 – Inventory Posting Profiles, Production Orders

365 Finance Architec

Dec 28, 20204 min read

Automated Accounting Part 3 – Inventory Posting Profiles, Production Orders

Today we will be bridging the gap between the Purchase and Sales Orders and dive into the Inventory Posting Profiles related to...

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Automated Accounting Part 2 - Inventory Posting Profiles, Sales Orders

365 Finance Architec

Dec 14, 20203 min read

Automated Accounting Part 2 - Inventory Posting Profiles, Sales Orders

Today we will be reviewing automation of accounting for Sales Orders. In our prior session we talked about Purchase Orders....

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Automated Accounting Part 1 - Inventory Posting Profiles, Purchase Orders

365 Finance Architec

Nov 30, 20202 min read

Automated Accounting Part 1 - Inventory Posting Profiles, Purchase Orders

So, what are posting profiles? They are the Dynamics 365 configuration of automatic transaction journal entries. These setups are the...

570 views1 comment