Dynamics 365 Finance Ledger & Fiscal Calendar Setup | Years, Periods & Date Intervals
Learn to configure Ledger and Fiscal Calendars in Microsoft Dynamics 365 Finance, including fiscal years, accounting periods, closing periods, ledger calendar assignment, date intervals, Fixed Assets calendars, and budget cycles.
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Sneak peek inside!
Sneak peek inside!
Course Length: 00 Hours 15 Minutes 48 Seconds
The paid version of this course contains videos on the following topics:
Overview
This course provides practical training on Ledger and Fiscal Calendar Setup in Microsoft Dynamics 365 Finance. You’ll learn how fiscal calendars provide the structure for financial activity, how fiscal years and accounting periods are configured, how calendars are assigned to ledgers, and how fiscal-calendar configuration supports General Ledger, Fixed Assets, budgeting, and period-based financial processing.
What You Will Learn
- Understand Ledger and Fiscal Calendars in Microsoft Dynamics 365 Finance
- Understand the relationship between fiscal calendars, fiscal years, and accounting periods
- Create and configure fiscal calendars
- Create fiscal years and fiscal periods
- Understand operating and closing periods
- Assign fiscal calendars to ledgers
- Understand how multiple legal entities can use fiscal calendars
- Understand fiscal-calendar use with Fixed Assets
- Understand fiscal-calendar use with budget cycles
- Create and use date intervals
- Support accurate period-based financial processing and reporting
Course Overview
This module includes hands-on demonstrations of:
- Reviewing Ledger and Fiscal Calendar configuration in Microsoft Dynamics 365 Finance
- Creating fiscal calendars
- Creating fiscal years and accounting periods
- Working with operating and closing periods
- Assigning fiscal calendars to ledgers
- Reviewing fiscal-calendar relationships with legal entities
- Understanding fiscal-calendar use with Fixed Assets and budgeting
- Creating and using date intervals
Outcome
By the end of this course, you’ll understand how to configure and use Ledger and Fiscal Calendars in Microsoft Dynamics 365 Finance, including fiscal years, accounting periods, closing periods, ledger calendar assignments, date intervals, and calendar use across General Ledger, Fixed Assets, and budgeting.
