- The article discusses the importance of using account schedules to generate the Statement of Cash Flows in Dynamics 365 Finance or Dynamics 365 Sales.
- It highlights the ability to create gross margin reports that provide insights into the margin at different levels, including larger groups of items and individual items.
- The article mentions a limitation of Dynamics 365 Business Central account schedules, which is the inability to design column layouts that utilize general ledger account numbers.
- It emphasizes the use of reports to answer specific questions related to spending on activities, projects, and teams, which involves heavy dimension usage.
- Lead schedules are recommended for reviewing accounts at the end of the year and preparing for audits, as they allow for easy grouping and year-over-year comparisons.
- The consolidation feature in Dynamics 365 Business Central is utilized to consolidate financial statements from multiple companies with a consistent chart of accounts.
- The article mentions the availability of reports that provide daily information on sales and the ability to analyze data over multiple years.
- Account schedules are also useful for budgeting, calculating ratios, and creating simple queries to gather specific information.
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