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Finance | Project Oper...
A Deep Dive into Product Receipt and Invoice Matching in Dynamics 365 Finance
Paolo Cecchelli 671
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Finance | Project Oper...
How to Clean Up Residual Reporting Currency Balances in D365 Finance
Paolo Cecchelli 671
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Finance | Project Oper...
Are You Calculating Sales Tax Correctly? Total vs. Line in D365 Finance
Paolo Cecchelli 671
Like (2)
Finance | Project Oper...
Planning the VAT Matrix for Dynamics 365 Finance
Paolo Cecchelli 671
Like (1)

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A Deep Dive into Product Receipt and Invoice Matching in Dynamics 365 Finance

One of the most common challenges in Accounts Payable is tracing which product receipts have been matched to which invoices. This problem becomes even more complex when product receipts involve non-stocked items. In this post, I'll explore how to ...

Paolo Cecchelli 671
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How to Clean Up Residual Reporting Currency Balances in D365 Finance

With the advent of the Dual currency in Dynamics 365 there was the introduction of a very useful but often overlooked feature, the “Reporting currency adjustment journal”. This journal type allows to rectify only the reporting currency without pos...

Paolo Cecchelli 671
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Are You Calculating Sales Tax Correctly? Total vs. Line in D365 Finance

There are setups that one does without really asking oneself why and what are the implications, and to calculate the Sales tax at the Line or Total level has been for a long time one of those for me:General ledger > General Ledger ParametersThe se...

Paolo Cecchelli 671
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Planning the VAT Matrix for Dynamics 365 Finance

When starting a new implementation of Dynamics 365 Finance, one of the first critical tasks is planning how taxes will be calculated and identifying the necessary system setup. This process can range from very simple to highly complex, depending o...

Paolo Cecchelli 671
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Italian localization: sales tax book sections at year end in Dynamics365 Finance

If also you, like me, have experienced the great pleasure of implementing Dynamics 365 for an Italian-based company (yes, that was ironic…) you know what sales tax books and sales tax book sections are. In a nutshell, every VAT-relevant transactio...

Paolo Cecchelli 671
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2 tips for Excel Add-in in Dynamics 365 for Finance

In this blog post I wanted to collect some features of the Excel Add-in that I have found very useful in some occasions, hoping that they will be helpful to you too.Tip #1: The end of the never-ending loading, the “Do not refresh on open” flagOne ...

Paolo Cecchelli 671
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User role assignment to specific organization in bulk using DMF in D365 Finance

Recently one of our customers added one legal entity and they reorganized the access to the different organizations. As a result, there were many users for which the roles remained the same, but that should have access for specific roles to one or...

Paolo Cecchelli 671
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Show all the customer or vendor transactions in one huge form in D365 Finance

Recently I was asked by a customer to move the open customer and vendor transactions from one company in Dynamics 365 Finance to another because they merged them. That gave me the possibility to use of the feature I most like when it comes to Dyna...

Paolo Cecchelli 671