Dynamics 365 Finance Accounts Payable & Receivable | Complete Setup, Payments & Posting
Learn complete Accounts Payable and Accounts Receivable setup in Microsoft Dynamics 365 Finance, including vendors, customers, groups, posting profiles, payment terms, methods of payment, parameters, invoices, payments, settlements, charges, and General Ledger integration.
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Sneak peek inside!
Sneak peek inside!
Course Length: 01 Hour 04 Minutes 18 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides comprehensive practical training on Accounts Payable and Accounts Receivable Setup in Microsoft Dynamics 365 Finance. You’ll learn how vendor and customer configuration, groups, posting profiles, payment terms, methods of payment, parameters, invoices, payments, settlements, charges, and General Ledger integration work together to support complete procure-to-pay and order-to-cash financial processes.
What You Will Learn
- Understand Accounts Payable and Accounts Receivable in Microsoft Dynamics 365 Finance
- Understand Accounts Payable and Accounts Receivable integration with General Ledger
- Configure Vendor Groups
- Configure Customer Groups
- Create and maintain Vendor Accounts
- Create and maintain Customer Accounts
- Configure Vendor Posting Profiles
- Configure Customer Posting Profiles
- Configure Terms of Payment
- Configure payment schedules and cash discounts
- Configure Methods of Payment for vendors
- Configure Methods of Payment for customers
- Configure Accounts Payable parameters
- Configure Accounts Receivable parameters
- Understand Vendor Invoice configuration
- Understand Customer Invoice configuration
- Understand Vendor and Customer Payments
- Understand Vendor and Customer Settlements
- Understand charges and payment-related configuration
- Support accurate Accounts Payable and Accounts Receivable accounting and financial controls
Course Overview
This module includes hands-on demonstrations of:
- Reviewing complete Accounts Payable and Accounts Receivable configuration
- Creating and configuring Vendor and Customer Groups
- Creating and maintaining Vendor and Customer Accounts
- Configuring Vendor and Customer Posting Profiles
- Configuring Terms of Payment, payment schedules, and cash discounts
- Configuring Vendor and Customer Methods of Payment
- Reviewing Accounts Payable and Accounts Receivable parameters
- Reviewing Vendor and Customer Invoice configuration
- Reviewing payment and settlement configuration
- Understanding how Accounts Payable and Accounts Receivable transactions post to General Ledger
Outcome
By the end of this course, you’ll understand how to configure Accounts Payable and Accounts Receivable in Microsoft Dynamics 365 Finance, including vendors, customers, groups, posting profiles, payment terms, methods of payment, parameters, invoices, payments, settlements, charges, and General Ledger integration.
