Dynamics 365 Finance Currency Management | Exchange Rates, Revaluation & Gains/Losses
Learn Currency Management in Microsoft Dynamics 365 Finance, including ledger currencies, exchange-rate types, currency conversion, triangulation, rounding, imported exchange rates, realized and unrealized gains/losses, and foreign-currency revaluation.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 23 Minutes 05 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on Currency Management in Microsoft Dynamics 365 Finance. You’ll learn how ledger currencies, exchange rates, exchange-rate types, currency conversion, triangulation, rounding, realized and unrealized gains and losses, and foreign-currency revaluation support accurate multi-currency financial processing.
What You Will Learn
- Understand Ledger and Currency configuration in Microsoft Dynamics 365 Finance
- Configure ledger currencies
- Understand triangulation currencies
- Understand denomination currencies and currency-conversion concepts
- Configure currency rounding rules
- Understand currency-specific configuration and presentation
- Configure currency exchange rates
- Configure and use exchange-rate types
- Import currency exchange rates
- Understand realized currency gains and losses
- Understand unrealized currency gains and losses
- Perform and understand foreign-currency revaluation
- Configure and understand currency revaluation accounts
- Understand accounting-currency conversion
- Understand reporting-currency conversion
- Support accurate multi-currency accounting and financial reporting
Course Overview
This module includes hands-on demonstrations of:
- Setting up ledger currencies in Microsoft Dynamics 365 Finance
- Reviewing triangulation and currency-conversion concepts
- Working with rounding and currency configuration
- Configuring exchange rates and exchange-rate types
- Importing currency exchange rates
- Reviewing realized and unrealized gains and losses
- Working with foreign-currency revaluation
- Reviewing currency revaluation accounts
- Understanding accounting-currency and reporting-currency conversion
Outcome
By the end of this course, you’ll understand how to configure and work with currencies in Microsoft Dynamics 365 Finance, including ledger currencies, exchange rates, exchange-rate types, currency conversion, triangulation, rounding, realized and unrealized gains and losses, foreign-currency revaluation, and accounting and reporting currency processing.
