Microsoft Dynamics 365 Finance & Operations – General Ledger

Learn how to configure, transact and report the General Ledger module in D365 Finance

In this class, you learn about how the General ledger module operates in Microsoft Dynamics 365 Finance & Operations. This class is divided into 8 lessons:

What you’ll learn

  • Understand how the setups are done, how transactions are posted and how data is inquired/reported in the General ledger module of Microsoft Dynamics 365 Finance.

Course Content

  • Introduction –> 2 lectures • 6min.
  • Basic Setups –> 3 lectures • 26min.
  • Transactions –> 4 lectures • 46min.
  • Periodic –> 1 lecture • 13min.

Microsoft Dynamics 365 Finance & Operations - General Ledger

Requirements

  • Navigation in Dynamics 365 Finance & basic accounting knowledge to understand the impact of ledger voucher entries.

In this class, you learn about how the General ledger module operates in Microsoft Dynamics 365 Finance & Operations. This class is divided into 8 lessons:

Lesson 1: Chart of Accounts

  • In this lesson, you will learn about creating and maintaining the Chart of Accounts.

     

Lesson 2: Financial Dimensions

  • In this lesson, you will learn the different types of Financial Dimensions and their significance in reporting.

 

Lesson 3: Account Structure

  • In this lesson, you will learn about the rules put in place for the combination of ledger accounts and financial dimensions.

     

Lesson 4: Transactions & Reporting

  • In this lesson, you will learn how to post transactions and how to view them in reports.

 

Lesson 5: Financial Periods and Period close

  • In this lesson, you will learn how to create and maintain financial periods.

 

Lesson 6: GL Allocations

  • In this lesson, you will learn the process of allocation of costs.

     

Lesson 7: Intercompany Accounting

  • In this lesson, you will learn how to account for intercompany transactions.

 

Lesson 8: Consolidations

  • In this lesson, you will learn how to consolidate financial results from multiple companies.