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Dynamics 365 Community / Blogs / Rahul Mohta blog for Microsoft Dynamics 365 Fin... / best practices in defining ...

best practices in defining an account in Microsoft Dynamics 365 Finance and Operations

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Rahul Mohta Profile Picture Rahul Mohta 21,032

best practices in defining an account in Microsoft Dynamics 365 Finance and Operations

  • Account Types
    • Profit and loss, Revenue and Expense
    • Balance Sheet, Asset, Liability, and Equity
    • Total
    • Report
  • General Information
    • Debit/Credit considerations
    • Related accounts
    • Administration
    • Consolidation
  • Setup
    • Currency, User, and Posting restrictions
    • Management reporter defaults
    • View advanced rules.
  • Company Specific
    • Allocation terms
    • Additional consolidation accounts
    • Sales tax
    • Default financial dimensions

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