Courses

Explore how to configure the Accounts payable module, set up vendor posting profiles and payments in Dynamics 365 Finance.In this module, you learn how to: Configure accounts payable components. Create and maintain a vendor. Configure vendor payments. Set up vendor posting profiles. Configure accounts payable charges. Learn how to work with accounts payable daily procedures in Dynamics 365 Finance.This module explains how to: Work with incoming invoice payments. Process accounts payable credit memos. Modify due dates and discount dates. Work with cash discounts from vendors. Create vendor payments. Reverse vendor payments. Manage prepayments and prepayment invoices. Accounting distributions are used to define how an amount is accounted for. For example, how the expense, tax, or charges are accounted for on a vendor invoice. Every amount must be accounted for when the vendor invoice is journalized has one or more accounting distributions.In this module you learn how to: Settle transactions and undo settlements. Distribute funds by using accounting distributions. Configure invoice validation policies. Automate data extraction from scanned documents or images using optical character recognition (OCR) technology.In this module, you will: Set up optical character recognition (OCR) in Dynamics 365 Finance. Manage parameters that are specific to OCR in Accounts payable. Manage Workflow editor to allow invoice automation processes. Learn about the Expense management module in Microsoft Dynamics 365 Project Operations, which allows organizations to track and manage employee expenses.In this module, you will: Learn about Expense management capabilities. Discover Expense management features. Review considerations for planning to use the Expense management module in Project Operations. Learn how to set up and configure Expense management in Microsoft Dynamics 365 Project Operations.In this module, you will: Discover the Expense management workspace. Learn how to turn on the Expense reports re-imagined feature. Review the Expense management parameters. Learn about workflow functionality for expense management. Set up expense policies, and evaluate policies using the Audit workbench. Set up mileage expense options. Set up credit card transaction processing and import credit transactions.

Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that aren't related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.In this module, you learn how to: Set up Accounts receivable components. Create and maintain a customer. Set up customer payments. Set up payment calendars and calendar rules. Set up customer posting profiles. Set up accounts receivable charges. Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and reimburse a customer.In this module, you learn how to: Create free text invoices and record customer payments. Distribute funds by using accounting distributions. Configure recurring invoices. Use reversals in Accounts receivable. Settle transactions. Reimburse a customer. Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.In this module, you learn how to: Configure credit and collections components. Configure aging reports, customer pools, collection agents, and aging period definitions. Set up and manage interests. Set up and manage collection letters. Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customersIn this module, you learn: How to use customer account statements. How to process collections using Copilot in Dynamics 365 Finance. How to use the credit management feature. This module equips finance professionals with the essential skills to configure, manage, and optimize cost accounting processes within an enterprise finance system, enhancing accuracy and strategic decision-making.In this module, you learn how to: Implement basic cost management practices Set up inventory cost groups and costing versions Differentiate among key inventory costing methodologies and select the appropriate one Set up item model groups, item groups, and posting profiles Perform inventory recalculations, closings, and adjustments

This course is for those interested in starting a career in bookkeeping. The course builds on the knowledge and skills covered in the first course in this professional certificate, Fundamentals of Accounting and Reporting, and dives deeper into accounts payable and receivable management. You will not only learn concepts related to accounts payable and receivable, but also demonstrate the basic concepts of computerized accounting using Tally. Tally is a revolutionary product which has been created with greater flexibility and a new look and feel. By the end of the course, you will be able to: - Classify inventory - Manage accounts receivable and accounts payable - Manage purchase and sales orders - Track costs of purchase - Manage cost and profit centers - Create and maintain budgets using TallyPrime - Generate reports No prior experience in bookkeeping is required. To be successful in this course, you should have completed the first course in this program, Fundamentals of Accounting and Reporting, or have the equivalent skills and knowledge.

Learn to record transactions using multiple currencies from a certified public accountant (CPA) What you'll learn: How to get access to QuickBooks including a possible free 30-day trialHow to turn on the multicurrency featureSet up accounts related to multicurrency including account types of Cash, Accounts Receivable, & Accounts PayableEnter transactions related to foreign currency accounts receivableEnter transactions related to foreign currency accounts payableEnter transactions related to forward contracts for speculationEnter transactions related to forward contracts to reduce risk on foreign currency transactions Learn how to get access to QuickBooks Desktop including a possible free 30-day trial version often offered by Intuit, the owner of QuickBooks Desktop.The course will discuss accounting for multiple currencies, outlining the process in Excel to provide a more transparent look at the process. Then we will enter the transactions into QuickBooks, the software automating some of the steps required.We will learn how to turn multicurrency on, and which accounts will be affected most by multicurrency transactions including cash account types, accounts receivable account types, and accounts payable account types.Learners will work example problems related to the sales cycles and the purchases cycle, the sales cycle including foreign currency receivables, the purchases cycle including foreign currency payables.We will also demonstrate transactions related to forward contracts, both for speculative purposes and to mitigate risk on foreign currency transactions.The multiple currency feature is useful when the company is holding onto cash in a foreign currency, the software helping us to record the home currency equivalent for financial statement presentation. Multiple currency functionality is also helpful when we make sales on account, sending an invoice, hoping to get paid in the future, tracking accounting receivable, but expecting to be paid in a foreign currency. The accounts receivable account will need to be valued in the home currency even though we will be paid in a foreign one. We have a similar situation when we make purchases on account, promising to pay in a foreign currency at some point in the future. The accounts payable account will need to be valued in the home currency equivalence even though we will be paying in a foreign currency.

Learn to record transactions using multiple currencies from a certified public accountant (CPA) What you'll learn: How to get access to QuickBooks Online including a possible free 30-day trialHow to turn on the multicurrency featureSet up accounts related to multicurrency including account types of Cash, Accounts Receivable, & Accounts PayableEnter transactions related to foreign currency accounts receivableEnter transactions related to foreign currency accounts payableEnter transactions related to forward contracts for speculationEnter transactions related to forward contracts to reduce risk on foreign currency transactions Learn how to get access to QuickBooks Online including a possible free 30-day trial version often offered by Intuit, the owner of QuickBooks Online.The course will discuss accounting for multiple currencies, outlining the process in Excel to provide a more transparent look at the process. Then we will enter the transactions into QuickBooks, the software automating some of the steps required.We will learn how to turn multicurrency on, and which accounts will be affected most by multicurrency transactions including cash account types, accounts receivable account types, and accounts payable account types.Learners will work example problems related to the sales cycles and the purchases cycle, the sales cycle including foreign currency receivables, the purchases cycle including foreign currency payables.We will also demonstrate transactions related to forward contracts, both for speculative purposes and to mitigate risk on foreign currency transactions.The multiple currency feature is useful when the company is holding onto cash in a foreign currency, the software helping us to record the home currency equivalent for financial statement presentation.Multiple currency functionality is also helpful when we make sales on account, sending an invoice, hoping to get paid in the future, tracking accounting receivable, but expecting to be paid in a foreign currency. The accounts receivable account will need to be valued in the home currency even though we will be paid in a foreign one.We have a similar situation when we make purchases on account, promising to pay in a foreign currency at some point in the future. The accounts payable account will need to be valued in the home currency equivalence even though we will be paying in a foreign currency.

Learn to record transactions using multiple currencies using both QuickBooks Online and QuickBooks Desktop What you'll learn: How to get access to QuickBooks Desktop & QuickBooks Online including a possible free 30-day trial for bothHow to turn on the multicurrency feature in both QuickBooks Online and QuickBooks DesktopSet up accounts related to multicurrency including account types of Cash, Accounts Receivable, & Accounts PayableEnter transactions related to foreign currency accounts receivable in both QuickBooks Desktop and QuickBooks OnlineEnter transactions related to foreign currency accounts payable in both QuickBooks Desktop and QuickBooks OnlineEnter transactions related to forward contracts for speculation in both QuickBooks Desktop and QuickBooks OnlineEnter transactions related to forward contracts to reduce risk on foreign currency transactions The course will start by discussing how to get access to both QuickBooks Online and QuickBooks Desktop. Intuit, the owner of QuickBooks often offers a free 30-day trial for each software package. This will be a project based course. We will enter transaction in Excel before entering them into the accounting software, QuickBooks desktop and QuickBooks Online. Excel is more transparent, making it easier to understand the process. QuickBooks will then automate the process making it more efficient. We will learn how to turn multicurrency on in both QuickBooks Online and QuickBooks Desktop. We will learn which accounts will be affected most by multicurrency transactions, these accounts being cash account types, accounts receivable account types, and accounts payable account types.This course will work an example problems related to the sales cycles and the purchases cycle. The sales cycle will focus in on tracking foreign currency receivables. the purchases cycle will focus on foreign currency payables. We will also demonstrate transactions related to forward contracts. We will discuss the uses of forward contracts including for speculative purposes and to mitigate risk on foreign currency transactions.The multiple currency feature is useful when the company is holding onto cash in a foreign currency, the software helping us to record the home currency equivalent for financial statement presentation. Multiple currency functionality is also helpful when we make sales on account, sending an invoice, hoping to get paid in the future, tracking accounting receivable, but expecting to be paid in a foreign currency. The accounts receivable account will need to be valued in the home currency even though we will be paid in a foreign one. We have a similar situation when we make purchases on account, promising to pay in a foreign currency at some point in the future. The accounts payable account will need to be valued in the home currency equivalence even though we will be paying in a foreign currency.

Learn Accounts Payable sub-module of SAP FICO in this step-by-step training course. Become a successful SAP Consultant. What you'll learn: Learn end-to-end functionality, concepts, configuration & implementation of Accounts Payable in SAPRecord and manage accounting data for vendors in SAP FICOLearn all there is to know about SAP Accounts Payable from start to finishUnderstand how to work as an SAP Finance ConsultantUnderstand how account groups for vendors are createdLearn how to create Vendor Master (display, alter, block, and unblock of vendor master)Understand how to post Vendor transactions (invoice posting, payment posting, credit memo)Analyze the Balances of Vendors and G/L BalancesUnderstand the Configuration Options for Vendor Advance PaymentsMaster the process of Clearing of down payment against invoices (special GL transactions)Learn how to create the payment terms A warm welcome to the Accounts Payable in SAP course by Uplatz. Accounts Payable is an important component of SAP FICO module that records and manages accounting data of vendors.Accounts payable accounting is also known as as sub-ledger accounting, as the business transactions are carried out individually in the vendor accounts. All the processed transactions in accounts payable are recorded directly in the general ledger account. The real time updates are done in the application through settings made in general ledger master while creation of account. The required settings are configured by choosing vendors for reconciliation account for each account type. Any posting done in accounts payable generates a respective posting to an assigned general ledger account ensuring that the sub ledgers are always reconciled with the general ledger.In SAP FI, sundry creditors are called accounts payable and sundry debtors are called accounts receivable. The deliveries and invoices are managed according to the vendors. SAP FICO accounts payable can be integrated with FI-GL (General Ledger), FI-AA (Asset Accounting), SAP MM (Materials Management), and the like.This course provides a comprehensive knowledge on end-to-end processes involved in Accounts Payable sub-module of SAP FICO. This training will help you to master the concepts of Accounts Payable in great detail thus getting you a unique edge in your SAP career. Accounts Payable course done in conjunction with Accounts Receivable will provide you complete knowledge on both sides of the accounting process involved in SAP FI thus making you an expert consultant on SAP FICO, the most popular SAP module.

Boost your productivity as a new SAP Finance user by learning the fundamental business transactions and tasks in the AR functionality of the SAP suite of enterprise software.

Discover how to effectively manage accounts payable (AP) tasks and transactions as a new SAP Finance user. Learn how to enter and review POs, grasp basic AP reporting, and more.

Finance and accounts payable professionals who are responsible for setting up and overseeing the payment process will enjoy this course. Upon completion, you will gain the skills to efficiently deal with blocked and parked invoices, streamline payment workflows, and ultimately improve operational efficiency within your company. This course is designed for business users and consultants and is open to anyone, regardless of whether they focus on a specific deployment of SAP S/4HANA.

Excel - accounts receivable valuation, allowance method, direct write off method, valuation of notes receivable, What you'll learn: Accounts receivable and note receivable characteristicsAccounts Receivable CycleAccounts Receivable Subsidiary LedgerAccounts Receivable ValuationAllowance For Doubtful Accounts Method of Accounts ReceivableDirect Write Off Method of Accounts ReceivableHow to Estimate Bad Debt Expense Under the Allowance MethodComponents of a Note ReceivableHow to Calculate Simple InterestHow to Record A Note Receivable This course will just provide the Excel practice questions component of our resources so that learners can practice problems without the distraction of other resources.Bookkeeping problems in Excel.We will discuss receivables, focusing on accounts receivable and notes receivable, reviewing the accounts receivable cycle, the journal entries for recording accounts receivable, and related subsidiary ledgers. We will discuss bad debt and valuing ofaccounts receivable using two methods, the allowance method and the direct write off method. The accounts receivable account represents money owed to the company but there will be times when the companycannot collect on the account receivables. Under the direct write off method, we write off the accounts receivable as we determine they are not collectible. The direct write off method does not do a good job of representing the accounts receivable account'strue value and does not do a good job of conformingto the matching principle, matching up expenses with the related revenue it was used to generate. The allowance method does a better job of valuingaccounts receivableand conforming to the matchingprinciple and is the method preferred. The allowance method is more complex, however, and requires the use of estimates. We will also discuss notes receivable, the journal entry for recording notes receivable, and for receivingpaymenton a note receivable. We will cover detailed methods for calculating simple interest. Who will we be learning from? You will be learning from somebody who has technical experience in accounting concepts and in accounting software like QuickBooks, as well as experience teaching and putting together curriculum. You will be learning from somebody who is a: • CPA – Certified Public Accountant • CGMA – Chartered Global Management Accountant • Master of Science in Taxation • CPS – Certifies Post-Secondary Instructor • Curriculum Development Export As a practicing CPA the instructor has worked with many technical accounting issues and helped work through them and discuss them with clients of all levels. As a CPS and professor, the instructor has taught many accounting classes and worked with many students in the fields of accounting, business, and business applications. The instructor also has a lot of experience designing courses and learning how students learn best and how to help students achieve their objectives. Experience designing technical courses has also benefit in being able to design a course in a logical fashion and deal with problems related to technical topics and the use of software like QuickBooks Pro. Content Includes: Account receivable and note receivable characteristics Accounts receivable cycle Accounts receivable subsidiary ledger Accounts receivable valuation Allowance for doubtful accounts method of accounts receivable Direct write off method of accounts receivable How to estimate bad debt expense under the allowance method Components of a note receivable How to calculate simple interest How to record a note receivable

Learn how to use the SAP Fiori Accounts Receivable Analytical apps to create dashboards and monitor your accounts receivable process.

Learn about SAP Fiori and its Accounts Payable analytics capabilities, including the monitoring metrics you can access with S/4HANA.

Accountants responsible for credit management must have a deep understanding of how to utilize and set up the relevant business processes in SAP Credit Management. This includes knowing the main features and configuration options to minimize credit risks and keep finances stable. This course will provide you with a thorough understanding of managing credit effectively and making informed decisions about new sales orders, ultimately improving overall financial stability.

Avoid common mistakes and pitfalls when it comes to Accounts Payable. No more fraud, incorrect payments or voided checks What you'll learn: Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!Accounts Payable ProcessAvoiding FraudThe Approval ProcessActionable Improvement MethodsAvoiding Common MistakesCash Flow ManagementStaff RequirementsBest PracticesAnd Much More! Are You An Accounting Manager, Controller or CFO?Have You Ever Wanted To Improve Your Accounts Payable Processes and Practices?Do You Want To Streamline Your Accounting Processes?Do You Want To Prevent Fraud and Incorrect Payments?If YouAnswered "Yes" To Any Of The Above, LookNo Further. This IsThe Course For You!*** Updated with new content!*** Enroll today and join the 100,000+successful students Ihave taught as a Top Rated Udemy instructor!Three reasons to TAKETHISCOURSEright now:You getlifetime accessto lectures, including all new lectures, assignments, quizzes and downloads You canask me questionsandsee me respondto every single one of them thoroughly! You will are being taught bya professional with a proven track record of success!Bonus Reason:Udemy has a 100% refund policy - no questions asked and no risk for you!Recent Review:Jeremy K says "Great information and easy to follow. The Accounts Payabledepartment is a bit of a mess in my company, this course gave me many ways I can help straighten it out and implement the best practices. Thanks for the feedback to my questions posed to you as well. Chris definitely is a pro when it comes to accounting, accounts payable and teaching as well” Why You Should Learn About Accounts Payable Best Practices Accounts payable is one area pretty much every single business will have regardless of your size. APis an area where many mistakes can happen, or worse, fraud. In this course we are going to teach you how to avoid the common mistakes that companies make that allow these bad things to happen so they WON'T happen in your business. By the end of this course, you will have actionable items you an put in place with your Accounts Payable to avoid the common issues, and make your Accounts Payablerun much more smoothly and efficiently!Avoid common pitfalls in Accounts PayableWays to increase efficiencyMethods to reduce errorsFraud prevention in your company and specifically accounts payableAutomation of your accounts payableAnd Lots More!!Additional BonusesIhave also included a copy of my ebook "Fund Your Startup by ChrisBenjamin" which you will find as a download in the last lecture. Learn your options for funding, where to find investors, how to wow them, and lastly the must do steps to successful funding! ***CLICK "BUY NOW" AND LEARN ACCOUNTS PAYABLE BEST PRACTICES FROM AN ACCOUNTING EXPERT *** About The Instructor Chris Benjamin, MBA&CFO is a seasoned professional with over 25 years experience in accounting and finance. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.The following 10+years Idecided to go into CFOConsulting, working with growing companies and bringing CFOlevel experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFOroll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more! Chris Benjamin, Instructor,CFO&MBA

Learn how to set up an accounting system in Excel and add beginning balances from a Certified Public Accountant (CPA) What you'll learn: How to create an accounting system in ExcelHow to enter beginning account balances into a new accounting systemHow to navigate Microsoft ExcelHow to enter beginning balances for inventory and create an accompanying subsidiary ledgerHow to enter beginning balances for accounts receivable and create an accompanying subsidiary ledgerHow to enter beginning balances for accounts payable and create an accompanying subsidiary ledger In this course we will create an accounting system starting from a blank Excel worksheet and add begging balances to our accounts.Learners will learn how to navigate Microsoft Excel as well as how to create a well-designed accounting worksheet, complete with a general journal, trial balance, general ledger, and subsidiary ledgers for accounts receivable, accounts payable, & inventory. Excel is a very good tool to learn accounting because it is much more transparent than a database program, like accounting software, QuickBooks being a common example of accounting software.For most new steps in the process, you will have access to a downloadable Excel Workbook, containing at least two tabs, one with the answer, the new steps being completed, the other starting out where the prior presentation left off.Once our accounting system using an Excel worksheet is set up, we will add journal entries to enter beginning balances to our accounts, imagining we are moving from a prior accounting system to our new Excel worksheet system.When adding the beginning inventory balance to the chart of accounts, we will also add an inventory subsidiary ledger, reporting inventory by item and unit, as well as by cost.As we add the beginning accounts receivable balance to the chart of accounts, we will also add the accounts receivable subsidiary ledger, showing the money owed to the company by customer.And when we add the accounts payable balance to the chart of accounts, we will add the accounts payable subsidiary ledger, reporting the money owed by the company to vendors.

Explore how to configure the Accounts payable module, set up vendor posting profiles and payments in Dynamics 365 Finance.In this module, you learn how to: Configure accounts payable components. Create and maintain a vendor. Configure vendor payments. Set up vendor posting profiles. Configure accounts payable charges. Learn how to process purchase order invoices in Dynamics 365 Finance.This module explains how to: Use invoice types in Accounts payable. Record vendor invoices. Process purchase orders and purchase order invoices. Use periodically recurring invoices. Record an invoice. Record a vendor invoice that isn't associated with a purchase order. Learn how to work with accounts payable daily procedures in Dynamics 365 Finance.This module explains how to: Work with incoming invoice payments. Process accounts payable credit memos. Modify due dates and discount dates. Work with cash discounts from vendors. Create vendor payments. Reverse vendor payments. Manage prepayments and prepayment invoices. Learn how to work with accounts payable invoice matching in Dynamics 365 Finance.This module explains the following concepts: Accounts payable invoice matching Invoice totals matching Two-way price totals matching Two-way net unit price matching Three-way matching Charges matching Accounting distributions are used to define how an amount is accounted for. For example, how the expense, tax, or charges are accounted for on a vendor invoice. Every amount must be accounted for when the vendor invoice is journalized has one or more accounting distributions.In this module you learn how to: Settle transactions and undo settlements. Distribute funds by using accounting distributions. Configure invoice validation policies. Automate data extraction from scanned documents or images using optical character recognition (OCR) technology.In this module, you will: Set up optical character recognition (OCR) in Dynamics 365 Finance. Manage parameters that are specific to OCR in Accounts payable. Manage Workflow editor to allow invoice automation processes.

Learn The Accounts Receivable Cycle, Basics of Accounts Receivable, Accelerating Collections and Much More What you'll learn: Learn From A Top Rated Instructor Who Has Been Teaching On Udemy Since 2013 and Taught Over 100,000 Students!Accounts Receivable CycleBest PracticesIncrease Speed You Are PaidProper AccountingDecrease and Prevent FraudInternal ControlsAnd Much More! Are You An Accounting Student?Are You Already In The World Of Accounting, Perhaps an APclerk or Accounting Manager?Do You Want To Quickly Learn and Understand The Entire Accounts Payable Cycle?Do You Want The Top Tricks and Methods To Make Your Accounts Payable Function Work Perfectly?If YouAnswered "Yes" To Any Of The Above, LookNo Further. This IsThe Course For You!*** Updated with new content!***Enroll today and join the 100,000+successful students Ihave taught as a Top Rated Udemy instructor!Three reasons to TAKETHISCOURSEright now:You getlifetime accessto lectures, including all new lectures, assignments, quizzes and downloads You canask me questionsandsee me respondto every single one of them thoroughly! You will are being taught bya professional with a proven track record of success!Bonus reason:Udemy has a 30 day 100% money back guarantee if for some reason you don't enjoy the course!Recent Review:Sasha P. says "Fantastic course, I feel like I learned more in this course than Iever did in school. A real world, practical course on how AR works and how to make it operate as efficiently as possible. Definitely helped me out, will help you as well." Why You Should Sign Up For This Course:Accounts Receivable is where the all the sales you made turn into actual funds and cash in the business. As such, it is a very important part of any company, and a solid understanding of the accounts receivable function is very important. Increase your accounts receivable turnover, collect funds quicker and put in place the best practices in the industry. In this course we will learn the basics of accounts receivable, the accounts receivable cyclethe best practices that should be used, fraud prevention, collection methodsand much more! What We Do In The Course: Learn the accounts receivable cycleLearn best practices for accounts receivableLearn how to prevent fraud in your accounts receivable departmentLearn multiple methods to increase your turnover and speed up collectionsAnd much more!At any point if you have a question, please feel free to ask through the course forum, I'd be happy to answer any and all questions. ***CLICK "BUY NOW" AND LEARN EVERYTHING ABOUT ACCOUNTS RECEIVABLE! *** About The Instructor Chris Benjamin, MBA&CFO is a seasoned professional with over 25 years experience in accounting,finance, Microsoft Excel and accounts receivable. Having spent the first 10 years of my career in corporate settings with both large and small companies, I learned a lot about the accounting process, managing accounting departments, financial reporting, external reporting to board of directors and the Securities and Exchange Commission, and working with external auditors.The following 10+years Idecided to go into CFOConsulting, working with growing companies and bringing CFOlevel experience to companies. I help implement proper best business practices in accounting and finance, consult on implementation of accounting systems, implementing accounting procedures, while also still fulfilling the CFOroll for many of my clients which includes financial reporting, auditing, working with investors, financial analysis and much more.Thank you for signing up for this course on Udemy. I look forward to being your instructor for this course and many more!Chris Benjamin, Instructor,CFO&MBA

Learn to set up the Accounts receivable module in Dynamics 365 Finance to create customer invoices, post packing slips, and use free text invoices that aren't related to sales orders. This module also explains how to receive customer payments by using several different payment types, such as cash, checks, credit cards, and electronic payments.In this module, you learn how to: Set up Accounts receivable components. Create and maintain a customer. Set up customer payments. Set up payment calendars and calendar rules. Set up customer posting profiles. Set up accounts receivable charges. Learn how to create free text invoices, record customer payments, distribute funds, configure recurring invoices, and reimburse a customer.In this module, you learn how to: Create free text invoices and record customer payments. Distribute funds by using accounting distributions. Configure recurring invoices. Use reversals in Accounts receivable. Settle transactions. Reimburse a customer. Although most customers pay their invoices on time, you must be able to process invoices that aren't paid by their due date. Accounts receivable collections information is managed in one central view by using the Collections page in Dynamics 365 Finance. Credit and collections managers can use this central view to manage collections.In this module, you learn how to: Configure credit and collections components. Configure aging reports, customer pools, collection agents, and aging period definitions. Set up and manage interests. Set up and manage collection letters. Although most customers pay their invoices on time, you need to be able to process invoices that aren't paid by their due date. This module shows you how Dynamics 365 Finance helps companies to process collections for delinquent customersIn this module, you learn: How to use customer account statements. How to process collections using Copilot in Dynamics 365 Finance. How to use the credit management feature.

As a consultant specializing in Accounts Receivables, mastering special G/L transactions is essential for streamlined process efficiency. This course equips you with the knowledge to execute down payments, manage guarantees, and understand the integrated process with SAP S/4HANA Sales when setting up your receivables management process in any deployment of SAP S/4HANA.