Webinar:
Finance in Microsoft Dynamics 365 Business Central
5 Days / Beginner
Updated training
This Microsoft Dynamics 365 Business Central Finance training is replaced by our online BusinessCentralBooster learning program.
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1 - Set up number series
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Number Series
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Number Series Relationships
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2 - Setup posting groups
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Specific posting groups
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General posting groups
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General posting setup
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3 - Chart of Accounts
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G/L account card
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G/L account categories
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Chart of accounts
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4 - Financial Management setup
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General ledger setup
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User setup
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Accounting periods
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5 - RapidStart Services
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RapidStart Services process flow
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Configuration worksheet
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Configuration questionnaires
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Data templates
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Configuration package
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Configure a new company using RapidStart Services
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Data migration using RapidStart Services
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Field mapping
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Create missing codes
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Data migration using assisted setup
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6 - Setup general journal templates and batches
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General journal templates, batches, and lines
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Create journal templates and batches
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7 - General journals
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Creating journal entries
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Processing journal entries
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Standard journals
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Recurring journals
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Deferrals
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8 - Prepayments
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Set up prepayments
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Assign prepayment percentages
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Prepayment processing flow
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Process prepayment sales and purchase orders
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Correct prepayments
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9 - Cash management
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Bank accounts
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Customer and vendors in cash management
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Processing incoming and outgoing payments
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Applying payments
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Electronic banking
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10 - Payment Discounts & Tolerances
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Set up payment discounts
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Process payment discounts
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Set up a payment discount tolerance and payment tolerance
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Process payment tolerances
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11 - Reminders & finance charge memos
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Set up and assign reminder terms
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Set up additional fees
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Create and issue reminders
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Set up and assign finance charge terms
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Create and issue finance charge memos
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Calculate interest on reminders
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12 - VAT
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VAT posting groups
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Set up VAT templates
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Display VAT amounts in sales and purchase documents
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Adjust VAT amounts in purchase invoices
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Report VAT
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VAT settlement
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13 - Year end closing
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Closing a fiscal year
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Year end closing entries
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14 - Cash flow forecast
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Functions of the cash flow forecast
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Setting up the cash flow forecast
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Creating cash flow forecasts
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Cash flow manual revenues and expenses
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Cash flow worksheet
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Cash flow forecast reporting
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15 - Setup Dimensions
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Dimensions and dimension values
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Shortcut dimensions
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Default dimensions
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Dimension combinations
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Dimension priorities
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16 - Financial reporting & analysis
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Analyze the chart of accounts
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Financial statements
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Account schedules
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Analysis by dimensions
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Finance Performance charts
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17 - Budgets
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General ledger budgets
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Copying budgets
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Exporting and importing budgets
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18 - Multicurrency
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Currency card and currency exchange rates
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Set up multicurrency for customers, vendors, and bank accounts
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Process sales and purchase documents
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Adjust exchange rates batch job
-
Additional reporting currency
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Webinar Finance in Microsoft Dynamics 365 Business Central
-
1 - Set up number series
-
Number Series
-
Number Series Relationships
-
-
2 - Setup posting groups
-
Specific posting groups
-
General posting groups
-
General posting setup
-
-
3 - Chart of Accounts
-
G/L account card
-
G/L account categories
-
Chart of accounts
-
-
4 - Financial Management setup
-
General ledger setup
-
User setup
-
Accounting periods
-
-
5 - RapidStart Services
-
RapidStart Services process flow
-
Configuration worksheet
-
Configuration questionnaires
-
Data templates
-
Configuration package
-
Configure a new company using RapidStart Services
-
Data migration using RapidStart Services
-
Field mapping
-
Create missing codes
-
Data migration using assisted setup
-
-
6 - Setup general journal templates and batches
-
General journal templates, batches, and lines
-
Create journal templates and batches
-
-
7 - General journals
-
Creating journal entries
-
Processing journal entries
-
Standard journals
-
Recurring journals
-
Deferrals
-
-
8 - Prepayments
-
Set up prepayments
-
Assign prepayment percentages
-
Prepayment processing flow
-
Process prepayment sales and purchase orders
-
Correct prepayments
-
-
9 - Cash management
-
Bank accounts
-
Customer and vendors in cash management
-
Processing incoming and outgoing payments
-
Applying payments
-
Electronic banking
-
-
10 - Payment Discounts & Tolerances
-
Set up payment discounts
-
Process payment discounts
-
Set up a payment discount tolerance and payment tolerance
-
Process payment tolerances
-
-
11 - Reminders & finance charge memos
-
Set up and assign reminder terms
-
Set up additional fees
-
Create and issue reminders
-
Set up and assign finance charge terms
-
Create and issue finance charge memos
-
Calculate interest on reminders
-
-
12 - VAT
-
VAT posting groups
-
Set up VAT templates
-
Display VAT amounts in sales and purchase documents
-
Adjust VAT amounts in purchase invoices
-
Report VAT
-
VAT settlement
-
-
13 - Year end closing
-
Closing a fiscal year
-
Year end closing entries
-
-
14 - Cash flow forecast
-
Functions of the cash flow forecast
-
Setting up the cash flow forecast
-
Creating cash flow forecasts
-
Cash flow manual revenues and expenses
-
Cash flow worksheet
-
Cash flow forecast reporting
-
-
15 - Setup Dimensions
-
Dimensions and dimension values
-
Shortcut dimensions
-
Default dimensions
-
Dimension combinations
-
Dimension priorities
-
-
16 - Financial reporting & analysis
-
Analyze the chart of accounts
-
Financial statements
-
Account schedules
-
Analysis by dimensions
-
Finance Performance charts
-
-
17 - Budgets
-
General ledger budgets
-
Copying budgets
-
Exporting and importing budgets
-
-
18 - Multicurrency
-
Currency card and currency exchange rates
-
Set up multicurrency for customers, vendors, and bank accounts
-
Process sales and purchase documents
-
Adjust exchange rates batch job
-
Additional reporting currency
-
What is covered by this Business Central webinar?
In Microsoft Dynamics 365 Business Central, the financial management forms the backbone of the entire company administration. Financial data has to be able to be entered quickly and efficiently, and afterwards needs to be usable in meaningful reports
The Finance track teaches you how to implement a financial administration in Business Central from A to Z. We show how RapidStart can ease the process, and what the importance of booking groups is. You will also receive answers to questions like:
- What are dimensions and how to use them efficiently?
- How can I implement workflows?
- How can I predict my future cash flow?
Furthermore, you will learn how to set up a daily bookkeeping administration in Microsoft Dynamics 365 Business Central, including VAT, electronic banking, reminders, and foreign currency management.
Be sure to check out the table of contents for a full overview of all topics.
You can follow this training for both Business Central cloud as onprem versions and for NAV 2018, 2017 en 2016 versions.
Who should take this course?
Consultants and key users with basic knowledge of Microsoft Dynamics 365 Business Central & NAV.
- Financieel beheer
- Microsoft Dynamics 365 Business Central
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(1.875,00 €)
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