Dynamics 365 Finance Chart of Accounts & Ledger Setup | Main Accounts, Dimensions & Structures
Learn to configure the Chart of Accounts and Ledger in Microsoft Dynamics 365 Finance, including main accounts, financial dimensions, account structures, advanced rules, currencies, balancing dimensions, and core General Ledger configuration.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 48 Minutes 22 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides comprehensive practical training on Chart of Accounts and Ledger Setup in Microsoft Dynamics 365 Finance. You’ll learn how the Chart of Accounts, main accounts, financial dimensions, account structures, advanced rules, currencies, balancing dimensions, and General Ledger configuration work together to create the financial framework used for transaction processing and financial reporting.
What You Will Learn
- Understand Chart of Accounts and Ledger architecture in Microsoft Dynamics 365 Finance
- Create and configure a Chart of Accounts
- Create and manage main accounts
- Understand main account types and financial classifications
- Understand accounting and reporting currencies
- Create and configure financial dimensions
- Understand custom financial dimensions
- Configure account structures
- Define valid main-account and financial-dimension combinations
- Configure advanced rules for account structures
- Understand relationships between main accounts and financial dimensions
- Validate and activate account structures
- Configure balancing financial dimensions
- Understand General Ledger parameters
- Understand automatic transaction accounts
- Support accurate transaction entry, financial controls, and financial reporting
Course Overview
This module includes hands-on demonstrations of:
- Setting up the Ledger in Microsoft Dynamics 365 Finance
- Creating and configuring the Chart of Accounts
- Creating and maintaining main accounts
- Working with accounting and reporting currencies
- Creating and configuring financial dimensions
- Building account structures
- Defining valid dimension combinations and account-structure rules
- Configuring advanced rules
- Validating and activating account structures
- Configuring balancing financial dimensions
- Reviewing General Ledger parameters and supporting configuration
Outcome
By the end of this course, you’ll understand how to configure the Chart of Accounts and Ledger in Microsoft Dynamics 365 Finance, including main accounts, financial dimensions, account structures, advanced rules, currencies, balancing dimensions, and the core financial framework required for accurate transaction processing and reporting.
