Create financial reports in Microsoft Dynamics 365 Business Central

Overview

Module 1: Want to know how to create financial budgets in Business Central? This module covers setting up general ledger budgets, creating budgets manually, and copying/importing budgets from Microsoft Excel.

• Create a new general ledger budget.
• Enter budget entries manually.
• Create budgets using the Copy Budget function.
• Export budgets to Excel.
• Import budgets from Excel.

Module 2: Learn how to create customized financial reports in Business Central without development by setting up account schedules and column layouts.

• Set up account schedules.
• Set up column layouts.
• Compare actuals to budgets using account schedules and column layouts.
• Export account schedules to Microsoft Excel.

Module 3: Analyze your business using dimensions in financial reports. This module explains using global dimensions, setting up analysis views, and running analysis by dimensions.

• Use global dimensions in chart of accounts analysis reports.
• Filter account schedules using global dimensions.
• Configure account schedules with global dimensions.
• Set up analysis views.
• Run an analysis by dimensions.
• Combine analysis views with account schedules.

Module 4: Gain insights into your cash flow with the cash flow forecast feature in Business Central. This module covers setting up and using cash flow forecasts, including machine learning integration.

• Understand the cash flow forecast feature in Business Central.
• Enable machine learning (Cortana Intelligence) in cash flow forecasting.
• Set up a chart of cash flow accounts.
• Create a cash flow forecast.
• Analyze future cash flow using account schedules.
• Configure the cash flow forecast chart in the role center.

Module 5: Learn how to file reports using eXtensible Business Reporting Language (XBRL). This module covers XBRL terminology, taxonomies, and exporting instance documents.

• Understand XBRL terminology.
• Import and update taxonomies.
• Attach, update, and apply linkbases to taxonomies.
• Enter XBRL line definitions.
• Export an instance document.

University: Microsoft Learn

Provider: Microsoft Learn

Categories: Business Analysis Courses, Microsoft Dynamics Courses

Syllabus

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