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Process financial periodic activities in Microsoft Dynamics 365 Business Central

Offered By: Microsoft via Microsoft Learn

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Microsoft Dynamics Courses Financial Management Courses

Course Description

Overview

  • Module 1: Do you want to know how to notify your customers of overdue invoices? If so, complete this module to discover how you can send reminders to customers. Additionally, this module will explain how to set up reminder terms and to create reminders and send them to customers.

    • By the end of this module, you will be able to:

    • Discern why and when reminders should be used.
    • Set up reminders in Business Central.
    • Create and issue reminders.
    • Review reminder entries and cancel reminders.
  • Module 2: Do you want to discover how to charge interest for overdue sales invoices? You can use finance charge memos to charge interest to customers. This module focuses on how to set up finance charge terms and how to create and send finance charge memos to customers.

    • By the end of this module, you will be able to:

    • Determine why and when finance charge memos are used.
    • Set up finance charge memos in Business Central.
    • Create and issue finance charge memos.
    • Calculate interest on reminders.
  • Module 3: Do you want to know how to process Intrastat in Business Central? Intrastat is a required reporting process for all European Union (EU) companies that trade with other EU countries or regions. This module provides an overview of how to set up Intrastat and explains how to run and submit Intrastat reports in Business Central.

    • By the end of this module, you will be able to:

    • Set up Intrastat in Business Central.
    • Enter Intrastat fields on sales and purchase documents.
    • Run and submit Intrastat reports.
  • Module 4: Do you want to discover what steps to take to close a fiscal year in Business Central? The year-end closing processes in Business Central are the final steps in the fiscal year. This module explains how to create and manage accounting periods and how to close a fiscal year.

    • By the end of this module, you will be able to:

    • Create new accounting periods.
    • Create a new fiscal year.
    • Close a fiscal year.
    • Close an income statement.
    • Analyze entries that are posted in a closed fiscal year.

Syllabus

  • Module 1: Send reminders to customers in Dynamics 365 Business Central
    • Introduction - Set up reminder terms
    • Create reminders
    • Issue, review, and cancel reminder entries
    • Exercise - Set up and assign a reminder term
    • Check your knowledge
    • Summary
  • Module 2: Send finance charge memos to customers in Dynamics 365 Business Central
    • Introduction - Set up and assign finance charge terms
    • Create and issue finance charge memos
    • Calculate interest on reminders
    • Exercise – Set up and assign a finance charge term
    • Check your knowledge
    • Summary
  • Module 3: Process Intrastat in Dynamics 365 Business Central
    • Introduction - Set up Intrastat
    • Report Intrastat
    • Check your knowledge
    • Summary
  • Module 4: Close a fiscal year in Dynamics 365 Business Central
    • Introduction - Create new accounting periods
    • Allow and disallow posting
    • Close a fiscal year
    • Exercise – Create a new fiscal year
    • Exercise - Post an entry into a closed fiscal year
    • Check your knowledge
    • Summary

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