Process financial operations in Business Central
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This learning path covers financial operations in Microsoft Dynamics 365 Business Central. You learn how to analyze financial data, work with general journals, process payments, reconcile bank accounts, correct posted entries, and manage fixed asset purchases and depreciation.
Prerequisites
- Complete the Configure financials in Business Central learning path, or have equivalent experience configuring financial management in Business Central.
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Modules in this learning path
With data analysis mode in Dynamics 365 Business Central, you can analyze data directly from the page without needing to run a report or switch to another application like Excel.
Make Business Central data available for easy reporting with Excel and intelligent analysis with Power BI.
If you want to know how to use general journals, then this module can help. This module explains how to use general journals to post information into the general ledger and other accounts. You can also use the general journal to post cost allocations and other adjustments to the accounts, and then you can reverse and correct entries that are incorrect.
When you frequently need to enter the same journal postings, Dynamics 365 Business Central provides recurring journals so you can post journal lines on a recurring basis. Additionally, when you use recurring journals, you can post cost allocations by using allocation keys that are based on amounts or percentages.
Do you want to know how to manually process customer payments in Business Central? If so, then this module is for you. This module will focus on how to enter payments manually in the cash receipt journal and payment journal, and it will also explain how to apply payments.
Do you want to find out how to reconcile bank accounts in Dynamics 365 Business Central? If so, then this module is for you. The bank reconciliation feature is used to check the bank ledger entries and the balance on the accounts against the statement from the bank.
Do you want to know how to correct or adjust fixed assets entries? This module demonstrates how to correct a single entry and multiple entries at once.
Do you want to know how to post a purchase document for a fixed asset? This module shows how to use purchase invoices to post the acquisition cost to a fixed asset.
Do you want to know how to calculate and post periodic depreciation in Microsoft Dynamics 365 Business Central? This module explains how to use the Calculate Depreciations batch job and how to view the total depreciation for a fixed asset.