Dynamics 365 Finance Accounts Receivable & Sales Tax | Invoices, Payments, Settlements & Tax
Learn Accounts Receivable daily procedures and Sales Tax processing in Microsoft Dynamics 365 Finance, including customer invoices, free-text invoices, customer payments, settlements, Sales Tax Groups, tax calculation, settlement, and reporting.
Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 46 Minutes 14 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on Accounts Receivable Daily Procedures and Sales Tax in Microsoft Dynamics 365 Finance. You’ll learn how customer invoicing, payments, settlements, Sales Tax configuration, tax determination, posting, settlement, and reporting work together to support accurate day-to-day Accounts Receivable and tax processes.
What You Will Learn
- Understand Accounts Receivable daily procedures in Microsoft Dynamics 365 Finance
- Create and process Customer Invoices
- Create and process Free-Text Invoices
- Understand recurring Customer Invoice processes
- Record and process Customer Payments
- Settle Customer Transactions
- Understand settlement reversals and Accounts Receivable adjustments
- Understand Sales Tax processing in Microsoft Dynamics 365 Finance
- Understand Sales Tax Codes
- Understand Sales Tax Groups and Item Sales Tax Groups
- Understand how Sales Tax is determined on Customer Transactions
- Understand Sales Tax posting to General Ledger
- Understand Sales Tax Settlement Periods and Tax Authorities
- Understand Sales Tax settlement and reporting
- Support accurate Accounts Receivable and indirect-tax processing
Course Overview
This module includes hands-on demonstrations of:
- Working with Accounts Receivable daily procedures
- Creating and processing Customer Invoices
- Working with Free-Text Invoices
- Recording and processing Customer Payments
- Settling Customer Transactions
- Reviewing Sales Tax configuration and transaction processing
- Working with Sales Tax Groups and Item Sales Tax Groups
- Understanding Sales Tax calculation and posting
- Reviewing Sales Tax settlement and reporting concepts
Outcome
By the end of this course, you’ll understand how Accounts Receivable daily procedures and Sales Tax processing work in Microsoft Dynamics 365 Finance, including Customer Invoices, Customer Payments, settlements, Sales Tax Groups, tax calculation, posting, settlement, and reporting.
