Tag: Dynamics
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Purchase orders, vendor catalogs, item charges, receipt and invoice matching, blanket orders, and the procurement configuration decisions that determine whether your AP close is clean or chaotic. “Post 4 in this series covered the AP end of purchasing — vendor ledger, invoice posting, payment runs. This post is about what happens before the invoice arrives.…
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What AI-assisted features are actually live in the Finance modules, where they genuinely reduce work, where they’re still maturing, and how Finance teams should govern AI adoption in an environment where the output ends up in audited financial statements.
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Job cards, job tasks, WIP accounting, billing, and how BC connects project costing to the general ledger — for anyone who bills by the hour, manages fixed-fee engagements, or wants to know whether projects are profitable before the invoice goes out. What Business Central’s Jobs Module Actually Does BC’s Jobs module is project accounting built into the…
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Electronic Reporting for statutory and regulatory output, the Data Management Framework for structured data movement, and how the complete D365 F&O reporting stack fits together — from trial balance to regulatory filing to Power BI dashboard. The Reporting Landscape — Six Tools, Six Different Jobs D365 F&O doesn’t have one reporting tool. It has six…
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Budget models, planning worksheets, budget control configuration, encumbrance accounting, budget registers, and the design decisions that determine whether the budget is a reporting column or an actual operational control over spending. D365 F&O Budgeting — Two Distinct Capabilities D365 F&O offers two separate but complementary budget-related capabilities that Finance teams sometimes conflate. Understanding the distinction…
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BC’s native budget tool, how to enter and maintain budgets by account and dimension, building the budget vs. actual column that management actually uses, and the honest conversation about what BC does well — and when to reach for a dedicated planning tool instead. How BC’s Budget Feature Works BC’s native budget tool is straightforward:…
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Asset cards, depreciation books, acquisition posting, disposals, the asset register-to-GL reconciliation, and why the decisions made in FA setup determine whether your asset register and your balance sheet agree at year-end. The Fixed Asset Card — What Every Asset Needs Configured Every physical or intangible asset tracked in BC has a Fixed Asset Card — the master…
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The Cost Accounting module, cost objects, allocation hierarchies, overhead calculation, and how D365’s dedicated cost accounting layer produces management P&L reporting that the general ledger — even with dimensions — simply cannot deliver on its own. Why the GL Alone Isn’t Enough for Management Profitability Analysis The general ledger in D365 F&O — even with…
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Multi-entity transactions, intercompany AR/AP, automated posting across legal entities, consolidation, elimination entries, and the configuration decisions that determine whether your multi-entity close is a manageable process or a monthly investigation. The Multi-Entity Architecture in D365 F&O D365 F&O manages multiple legal entities as separate Legal Entities within a single instance. Each legal entity has its own chart…
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Accounting periods, the close sequence, subledger reconciliations, year-end close, and the habits that separate a predictable two-day close from a month-end that feels different every cycle. How BC Manages Accounting Periods Before you can close anything, you need to understand how BC thinks about time. BC organizes the fiscal year into Accounting Periods — defined in the…