Set up chart of accounts in Dynamics 365 Finance

Intermediate
Functional Consultant
Business User
Dynamics 365
Finance

Dynamics 365 Finance helps you effectively structure and manage financial accounts in your organization's general ledger system. Using the main account, allocation, and automatic transaction features can help you streamline your business processes.

Learning objectives

This module explains the following concepts:

  • Main account categories
  • Main account information
  • Allocation terms
  • Main account validation options
  • Main account closing options
  • How to create financial tags

Prerequisites

  • Ability to use Dynamics 365 Finance for basic processing
  • Knowledge of finance and accounting processes