This is part 2 of the two-part series on Advanced Budgeting in D365 Finance. In part 1, we went through all the setups and configurations in Dynamics 365 Finance which need to happen prior to gathering and processing a budget – Advanced Budgeting – Part 1. Part 2 of...
This is part I of a 2 – Part Series on advanced budgeting. Advanced Budgeting is vast and can have many ‘moving parts’, In this blog, I will mention workflows when applicable but for the most part, we will stick to the manual processes to create a budget in D365...
Year-End is upon us again, and now is the time for Dynamics GP users to make plans to install the year-end update and close out the year. The GP Year-End update is now available. All prior patches are included in the release. The year-end update includes payroll form...
When Finance or banking changes occur, you might find you need to order new check stock! Maybe you have a new printer and its printing a little more to the left? Or perhaps you ordered window envelopes and the address doesn’t quite line up? New check...
The question of “What is the correct way to reconcile items from my bank statement?” is common. In Dynamics GP, there are multiple ways to add lines to the bank reconciliation, and they are all correct from an accounting standpoint. The questions that you must ask...
Before the Supreme Court of the United States issued its ruling in South Dakota v. Wayfair, Inc. (June 21. 2018), states could only tax sales by businesses with a physical presence in the state. Wayfair changed that long-standing rule. The court found the respondents’...
