Configure and perform periodic processes in Dynamics 365 Finance

Intermediate
Functional Consultant
Business User
Dynamics 365
Finance
Supply Chain Management

You can complete closing procedures for a period or a year. Closing processes prepare the system for a new period. In this module, you learn how to prepare, configure, and perform periodic processes in Dynamics 365 Finance.

Learning objectives

In this module, you learn how to:

  • Configure financial period close.
  • Reconcile banks.
  • Perform periodic closing and year closing processes.
  • Prepare periodic filings.
  • Run foreign currency revaluation processes.
  • Perform financial consolidation and elimination processes.
  • Process end of year tax reporting.

Prerequisites

  • Knowledge of finance and accounting processes
  • The ability to use Finance for basic processing