finance-en
One of the most common misconceptions I see among D365 Finance users is that clicking Post sends a transaction straight into the General Ledger. In reality, what happens is far more structured — and understanding it is key to reconciling balances, auditing entries, and governing financial data effectively. D365 Finance separates
Microsoft Dynamics 365 Finance
When people first log into Dynamics 365 Finance & Operations (now split into Finance and Supply Chain Management), they often get lost. The system looks huge, with hundreds of menus, modules, and terms like legal entities, business units, dimensions, and master data flying around. This post breaks down the core
Chart of Accounts
1. The Problem with Bloated Charts of Accounts Too many organizations fall into the trap of creating an over-engineered Chart of Accounts (COA). Every new reporting need turns into a new account — until the COA becomes bloated, confusing, and painful to reconcile. * Harder to maintain * More room for human error
Chart of Accounts
A well-designed chart of accounts (COA) is one of the foundations of a strong finance system. Yet it’s also one of the areas where organizations often make mistakes during an ERP implementation. A poorly structured COA can create unnecessary complexity, make reconciliations painful, and slow down reporting. Here are
Dynamics 365 Finance
Main Accounts, Financial Dimensions, Account Structures, Advanced Rules, and Financial Tags A well-designed Chart of Accounts (COA) is the backbone of accurate financial reporting, compliance, and decision-making. In Microsoft Dynamics 365 Finance, the COA isn’t just a static list of accounts — it’s a flexible framework that combines main