Originally Aired - Tuesday, October 15 • 8:00 AM - 9:00 AM CT
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Location: 302C
Title: Navigating Financial Transactions in D365 F&O
Session Description:
In this session we navigate the intricate world of financial transactions within D365 F&O. Whether you’re an experienced accountant or a curious auditor, this session is designed to empower your finance team with practical tools and insights. During this session, we will explore financial outcomes by identifying, researching, and comprehending the impact of everyday transactions. We’ll take a journey through the end-to-end process of financial transactions in D365 F&O, from their inception to posting and eventual reconciliation. Additionally, we’ll delve into how journals, ledgers, and subledgers play pivotal roles in capturing crucial transaction details. Furthermore, you’ll discover tips and tricks to swiftly locate key transaction data throughout the system. By the end of this session, you’ll be equipped with actionable strategies to effectively resarch financial transactions.
Type: Breakout Session
Ability Level: 201 - Intermediate
Primary Product: Dynamics 365 F&O/AX
Primary Track: Finance
Track: Data,Finance
Learning Objective 1: Understand the transaction lifecycle
Learning Objective 2: Learn tips and tricks to research financial transactions in D365 F&O
Learning Objective 3: Learn how to interpret how transactions are posted to the GL
Session Objective for Attendee: New To,Optimizing
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