Dynamics 365 Finance Free-Text Invoices | Accounting Distributions, Charges & Posting
Learn to create and process Free-Text Invoices in Microsoft Dynamics 365 Finance, including invoice lines, Financial Dimensions, Accounting Distributions, Sales Tax, Charges, customer posting, subledger accounting, and General Ledger integration.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 17 Minutes 52 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides focused practical training on Free-Text Invoices, Accounting Distributions, and Charges in Microsoft Dynamics 365 Finance. You’ll learn how to create Free-Text Invoices that are not associated with Sales Orders, enter customer and invoice information, configure revenue accounts and Financial Dimensions, work with Accounting Distributions, apply Sales Tax and Charges, review invoice totals, understand subledger accounting, and post customer invoices.
What You Will Learn
- Understand Free-Text Invoices in Microsoft Dynamics 365 Finance
- Understand when to use a Free-Text Invoice
- Create and process Free-Text Invoices
- Enter Customer Accounts and invoice information
- Configure Main Accounts for invoice lines
- Work with Financial Dimensions
- Understand Accounting Distributions
- Distribute revenue and invoice amounts across ledger accounts and dimensions
- Understand Accounting Distributions for Sales Tax and Charges
- Review and adjust Sales Tax where applicable
- Add and manage invoice Charges
- Review invoice totals before posting
- Understand subledger accounting for Free-Text Invoices
- Post Free-Text Invoices
- Support accurate Accounts Receivable and General Ledger accounting
Course Overview
This module includes hands-on demonstrations of:
- Creating Free-Text Invoices in Microsoft Dynamics 365 Finance
- Entering Customer and invoice information
- Entering Main Accounts and Financial Dimensions
- Reviewing and modifying Accounting Distributions
- Distributing invoice amounts across accounts and dimensions
- Reviewing Sales Tax calculations
- Adding and reviewing Charges
- Reviewing Free-Text Invoice totals
- Understanding subledger accounting entries
- Posting Free-Text Invoices
Outcome
By the end of this course, you’ll understand how to create and process Free-Text Invoices in Microsoft Dynamics 365 Finance, including Customer information, Main Accounts, Financial Dimensions, Accounting Distributions, Sales Tax, Charges, subledger accounting, and invoice posting.
