Episode

Dynamics 365 Finance: Financial Tags

with Eric Pegors

Dynamics 365 FastTrack Architecture Insights

After transactions are posted, it's common for organizations to require visibility into subledger data, so that the accounting entries that are generated from those transactions can be analyzed. Today, organizations use fields such as the document number, description, or financial dimensions to track subledger data in the general ledger, because it's difficult to navigate the data model to the subledger data. The Financial tags (tags) feature eliminates the need to use document numbers, descriptions, or financial dimensions by letting an organization create and enter up to 20 user-defined fields on transactions. Those fields are then stored on the accounting entries that are created for the transactions. Tag values aren't stored in any subledger tables, the Customer transactions or Vendor transactions table.

Chapters

  • 00:00 - Welcome
  • 00:48 - Pain points
  • 03:25 - What are financial tags?
  • 07:15 - How are financial tags similar to dimensions?
  • 07:56 - How are financial tags different than dimensions?
  • 09:58 - What functionality do financial tags have?

Dynamics 365
Finance