finance-en
A fast, predictable month-end close is one of the strongest indicators of a mature Finance function. Yet many organizations still struggle with sequencing, intercompany coordination, and late-period surprises — even with a robust ERP like Dynamics 365 Finance. Here are five practical ways to use D365 Finance to run a faster,
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
Intercompany
Introduction Dynamics 365 Finance offers powerful intercompany capabilities that can significantly reduce manual work and errors across legal entities. Features such as automatic journal entries, intercompany purchase orders, invoices, and even payment journals can streamline processes, improve traceability, and ensure better correspondence between entities. But before enabling intercompany transactions, it’
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
Fixed assets
Version tested: 10.0.43 (July 2025) Navigation path: Fixed assets ▸ Setup ▸ Posting profiles (menu names may vary slightly by build) Posting profiles are the bridge between the Fixed-asset sub-ledger and the general ledger. They tell Dynamics 365 Finance which main and offset accounts to hit when lifecycle events—acquisition,