MSDyn365FO: Expense report posting rules. Posted ledger entries. Main account and Offset accounts setup for the expense reports.

This blogpost provides information on setting up expense management in Microsoft Dynamics 365 for Operations, including setting up main and offset accounts. We'll explore setting up expense categories and payment methods and their effect on the expense report posting. We will review the scenario when we don’t use corporate credit cards, per diems, or cash advances. … Continue reading MSDyn365FO: Expense report posting rules. Posted ledger entries. Main account and Offset accounts setup for the expense reports.

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MSDyn365FO: Deep dive into Budget planning. Columns and Layouts

I have received a bunch of questions about Budget planning with its logic and I am planning to deep dive into one scenario with focusing on Layouts and Columns. Business scenario: We have just 4 departments as depicted below. Finance Planning and Analysis Department being on top of all the other departments: Operations, IT Department, … Continue reading MSDyn365FO: Deep dive into Budget planning. Columns and Layouts