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On-demand course

Access: 90 days

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0: Introduction

Configure and use essential components of financial management

1: Financial Management 11 Lessons | 1 Quiz

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0% Complete 0/11 Steps

1.1 Benefits of financial management

1.2 Financial management

1.2.1 General ledger

1.2.2 Cash and bank management

1.2.3 Accounts payable

1.2.4 Accounts receivable

1.2.5 Credit and collections

1.2.6 Budgeting

1.2.7 Fixed assets

1.2.8 Cost accounting

1.2.9 Tax – Sales tax, VAT, GST, etc.

Check your knowledge – Financial Management (310M01)

2: Configure currencies 2 Lessons | 1 Quiz

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2.1 Setup legal entity currency and conversion

2.2 Configure and import currency exchange rates

Check your knowledge – Configure Currencies (310M02)

3: Create fiscal calendars, years, and periods 2 Lessons | 1 Quiz

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3.1 Create fiscal calendars, years and periods

3.2 Create date intervals

Check your knowledge – Fiscal calendars, years, and periods (310M03)

4: Configure chart of accounts 3 Lessons | 1 Quiz

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4.1 Define and configure the chart of accounts

4.2 Define and configure the financial dimensions

4.3 Define and configure account structures and rules

Check your knowledge – Configure chart of accounts (310M04)

5: Configure ledgers and journals 3 Lessons | 1 Quiz

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5.1 Configure ledger

5.2 Journal setup

5.3 Use journals

Check your knowledge -Configure ledgers and journals (310M05)

6: Configure Cash and Bank Management 5 Lessons | 1 Quiz

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6.1 Bank transaction types and groups

6.2 Setup cash and bank management parameters

6.3 Configure banks and bank checks

6.4 Deposit and refund checks

6.5 Cash flow

Check your knowledge – Configure Cash and Bank Management (310M06)

7: Use Cash and Bank Management 2 Lessons | 1 Quiz

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7.1 Make deposits and perform payment reversals

7.2 Use cash and bank management workspaces

Check your knowledge – Use Cash and Bank Management (310M07)

8: Configure Letters of Credit and Guarantees 2 Lessons | 1 Quiz

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8.1: Configure letters of credit

8.2: Configure letters of guarantee

Check your knowledge – Configure Letters of Credit and Guarantees (310M08)

9: Perform Daily Procedures 11 Lessons | 1 Quiz

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9.1: Learn about general ledger processes

9.1.1: Using balance control accounts

9.1.2: Process a journal entry

9.1.3: General ledger processes – part 1

9.1.4: General ledger processes – part 2

9.1.5: Ledger settlements

9.1.6: Simulate posting

9.2: Voucher templates

9.2.1: Create voucher templates

9.3: Setup journal controls

9.3.1: Setup a journal control

Check your knowledge – Perform Daily Procedures (310M09)

10: Intercompany Accounting 1 Lesson | 1 Quiz

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10.1 Setup and use intercompany accounting

Check your knowledge – Intercompany accounting (310M10)

11: Configure Ledger Allocations and Accruals 3 Lessons | 1 Quiz

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11.1 Introduction

11.2 Configure and apply accrual schemes

11.3 Configure ledger allocation rules

Check your knowledge – Configure Ledger Allocations and Accruals (310M11)

12: Configure Sales Tax 12 Lessons | 1 Quiz

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12.0 Introduction to sales tax

12.1 Configure ledger posting groups

12.2 Configure sales tax authorities

12.3 Configure sales tax settlement periods

12.4 Create sales tax codes

12.5 Configure sales tax groups

12.6 Configure item sales tax groups

12.7 Withholding tax

12.8 Sales tax exemption

12.9 Sales tax on transactions

12.10 Set up sales tax reporting codes

12.11 Conditional sales tax

Check your knowledge – Configure Sales Tax (310M12)

Configure and use accounts payable, receivable, and collections

13: Configure Accounts Payable 5 Lessons | 1 Quiz

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13.0 Introduction

13.1 Configure accounts payable

13.2 Create and maintain vendors

13.3 Configure accounts payable charges

13.4 Configure and use positive pay

Check your knowledge – Configure Accounts Payable (310M13)

14: Perform Accounts Payable Daily Procedures 3 Lessons | 1 Quiz

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14.0 Introduction

14.1 Process orders, invoices, and payments

14.2 Manage and apply payments

Check your knowledge – Perform Accounts Payable Daily Procedures (310M14)

15: Use Accounting Distribution and Invoice Validation 3 Lessons | 1 Quiz

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15.1 Settle transactions and undo settlements

15.2 Distribute funds

15.3 Configure invoice validation policies

Check your knowledge – Use Accounting Distribution and Invoice Validation (310M15)

16: Configure Accounts Receivable 5 Lessons | 1 Quiz

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16.0 Introduction

16.1 Configure accounts receivable

16.2 Create and maintain customers

16.3 Setup customer posting profiles

16.4 Configure accounts receivable charges

Check your knowledge – Configure Accounts Receivable (310M16)

17: Perform Accounts Receivable Daily Procedures 4 Lessons | 1 Quiz

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17.0 Introduction

17.1 Free text invoices

17.2 Record customer payments

17.3 Settle transactions and undo settlement

Check your knowledge – Perform Accounts Receivable Daily Procedures (310M17)

18: Configure Credit and Collections 5 Lessons | 1 Quiz

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18.0 Introduction

18.1 Configure credit and collections components.

18.2 Setup and manage interest

18.3 Waive, reinstate, or reverse

18.4 Setup and manage collection letters

Check your knowledge – Configure Credit and Collections (310M18)

19: Process Credit and Collection 3 Lessons | 1 Quiz

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19.1 Customer Account Statement

19.2 Understand how to process collections

19.3 Manage customer credit and collections

Check your knowledge – Process Credit and Collections (310M19)

Revenue Recognition 4 Lessons | 1 Quiz

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Introduction to Revenue Recognition

Configure Revenue Recognition

Revenue recognition on sales orders

Recognize deferred revenue

Check your knowledge – Revenue Recognition

Expense Management 2 Lessons | 1 Quiz

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Configure expense management

Expense reports

Check your knowledge – Expense Management

Configure and use budgeting, fixed assets, and additional functionality

20: Configure and Manage Post-Dated Checks 2 Lessons | 1 Quiz

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20.1 Configure post dated checks

20.2 Manage post dated checks

Check your knowledge – Post-Dated Checks (310M20)

21: Configure and Use Basic Budgeting and Budget Control Processes 4 Lessons | 1 Quiz

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21.1 Configure basic budgeting components

21.2 Configure budget control components

21.3 Create and test budget registry entries

21.4 Use inquiries and reports

Check your knowledge – Configure and Use Basic Budgeting and Budget Control Processes (310M21)

22: Configure and Use Budget Planning Processes 2 Lessons | 1 Quiz

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22.0 Overview

22.1 Configure budget planning components

Check your knowledge – Configure and Use Budget Planning Processes (310M22)

23: Configure Fixed Assets Management 4 Lessons | 1 Quiz

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23.0 Introduction to Fixed Assets

23.1 Configure fixed asset components

23.2 Enable fixed asset integration

23.3 Create fixed assets

Check your knowledge – Configure Fixed Asset Management (310M23)

24: Manage Fixed Assets 3 Lessons | 1 Quiz

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24.0 Introduction

24.1 The Fixed Assets Management workspace

24.2 Perform fixed assets tasks

Check your knowledge – Manage Fixed Assets (310M24)

25: Configure and Use Cost Accounting 3 Lessons | 1 Quiz

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25.0 Overview

25.1 Cost control workspace

25.2 The Get started wizard

Check your knowledge – Configure and Use Cost Accounting (310M25)

26: Configure and Use Periodic Processes 7 Lessons | 1 Quiz

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0% Complete 0/7 Steps

26.0 Introduction

26.1 Bank reconciliations

26.2 Configure financial period close

26.3 Prepare periodic filings

26.4 Run foreign currency revaluation processes

26.5 Perform financial consolidations

26.6 Process end of year close

Check your knowledge – Configure and Use Periodic Processes (310M26)

27: Configure the Electronic Reporting Framework 3 Lessons | 1 Quiz

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27.0 Introduction and Overview

27.1 Configure electronic reporting

27.2 Formula designer in electronic reporting

Check your knowledge – Configure the Electronic Reporting Framework (310M27)

28: Configure Localized Features 7 Lessons | 1 Quiz

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28.0 Preparing for localization

28.1 Localization and regulatory features

28.2 Classification of Mexican localization features

28.3 Understand the global tax engine

28.4 Understand the features of fiscal establishments and documents for Brazilian localization

28.5 Bill of Exchange

28.6 Electronic Invoices

Check your knowledge – Configure Localized Features (310M28)

29: Configure Financial Management for Public Sector 4 Lessons | 1 Quiz

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29.0 Introduction and overview

29.1 Setup funds for the public sector

29.2 Setup derived financial hierarchies

29.3 Configure billing codes for free text invoices

Check your knowledge – Configure Financial Management for Public Sector (310M29)

Check your knowledge (MB-310 Final)

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MB-310 Finance | D365FO | On-demand | 90 days access

Description

Course Content

MB-310 Finance | D365FO | On-demand | 90 days access

Description

Course Content

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