Financials Archives - Dynamics 365 Blog

What is the purpose of the Delete negative payments in the Payment Proposal form?

February 13, 2018

By Marian Chang Wrice [MSFT]

This blog talks about the purpose of the ‘Delete negative payments’ option in the Customer Payment proposal form. In Dynamics 365 for Finance and Operations, users can see this option by going to Accounts receivable > Payments > Payment journal. Click Lines, and then click Payment proposal > Create payment proposal. This field has...

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eInvoice for Norway – EHF

November 22, 2017

By Timo J. Tenni

Usefull information round setting up eInvoice (EHF) for Norwegian public sector agencies – setting up the feature in Dynamics 365 for Finance and Operations Setting-up-eInvoice-OIOUBL...

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Sample Australia GST Codes with the corresponding GST reporting codes

September 20, 2017

By Neil Catubig [MSFT]

Note: This applies to Dynamics AX 2012 RTM, R2, R3, Dynamics 365 for Finance and Operations Wondering why you are not getting the expected amounts in your Australia Business Activity Statement (BAS)? One of the most common reasons for that to occur is that GST Codes are not set up with the right GST...

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How to allow cancellation of approved Project Invoice Proposal Workflow items

September 3, 2017

By Neil Catubig [MSFT]

Note: This applies to Dynamics AX 2012 RTM, R2, R3, Dynamics 365 for Finance and Operations SCENARIO The customer has defined a workflow for Project invoice proposal approvals. At times, after they have already approved the proposals via the workflow, they need to remove the invoice proposal due to some incorrect entries. When...

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Unmarking locked transactions

August 17, 2017

By Samantha Said [MSFT]

When trying to apply a payment to an invoice in Dynamics 365 for Finance and Operations a person with a cross icon is displayed on the Settle transactions form. Typically, you could click on Inquiry> Specifications to see the transaction it is marked against. If this is blank you are not able to unmark the...

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Update General Electronic Reporting (GER) framework and import configurations for ISO20022 payments Reviewed 01122017

July 27, 2017

By Timo J. Tenni

How to update General Electronic Reporting (GER) framework and import configurations for ISO20022 payments GER-and-ISO20022-Payments...

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Source document or Accounting distribution?

April 28, 2017

By Kim Steffensen

This blog will explain the purpose of the General Ledger Parameter ‘Values used for summary account’ You can choose 2 values here, either ‘Source document’ or ‘Accounting distribution’ The purpose of this parameter very shortly is that it governs which dimension should be used on a summary account. If you select ‘Source document’, the dimension...

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How do you know when your business has outgrown QuickBooks?

April 5, 2017

By Marcel Narish

As your business grows and evolves, so will your customers’ demands and expectations. Few things can impact an otherwise healthy customer relationship quite like the money side of the equation. …...

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Export Reports to Excel using Management Reporter in D365 for Operation.

February 21, 2017

By Czesława Langowska Vliegen [MSFT]

You can export many thousand lines to Excel from MR reports. In this way we do not hit the design limitation in Dynamics 365 for Operation when we export 2000 lines. For illustrational purposes, the default report Ledger transaction list will be used. The report is generated for period 12, base year 2014. It is...

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Using Task Recorder in Dynamics 365 for Operations to report application issues

February 20, 2017

By Roman Abylkhatov

When you experience an application issue and want to report it to Microsoft support team it takes some time and effort to describe the repro steps to the engineers. What can help speed up the process is the Task Recorder. Task Recorder is a tool that can log every click and input you make in Microsoft...

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Dynamics 365 for Operations – General Electronic Reporting (GER) and KB

January 27, 2017

By Timo J. Tenni

Working on issues round GER – it’s a good habit to check that you are having the latest report configuration. Attached you can find out how to check the version you / or the Partner is working on. In addition, you can find in this document what to do when an issue is resolved by KB....

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Microsoft Dynamics 365 – Now generally available

November 1, 2016

By Jujhar Singh

Last month we unveiled and provided a first look at Dynamics 365, showing off the capabilities our customers can expect from these intelligent business applications. Today, we are excited to announce that…...

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Release wave 2 launches with over 400 updates, new apps, and industry solutions

2019 release wave 2 launches with new applications and hundreds of capabilities across Dynamics 365 and the Power Platform. Today marks the general availability of more than 400 new feature updates and capabilities across Dynamics 365 and the Power Platform. This release wave—one of our largest to date—showcases our continued investment in artificial intelligence to...

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Alysa Taylor

Corporate Vice President, Business Applications & Industry

Showcasing new business opportunities with the Microsoft Automotive Accelerator

Starting next week at IAA – New Mobility World, Microsoft will join 1000+ exhibitors and 250,000 visitors from approximately 39 countries to exhibit and explore immersive technologies, visionary concepts like electromobility, and many industry disruptors in Frankfurt. This year at IAA – New Mobility World asks the questions: “How are society, business, indeed our whole way...

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Steven Guggenheimer

Corporate Vice President - AI & ISV Engagement

Industry Accelerators: Rapidly deploy solutions specific to your industry

Every organization is becoming a data company, striving to manage and extract value from volumes of data across departments, from traditional sources such as operations, finance, sales, and marketing to digital sales and marketing initiatives, and new observational sources like device telemetry and customer sentiment analysis. The struggle most organizations face is managing data stashed...

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Blog Posts for Tag: Financials

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