Considerations / best practices in defining an account in Microsoft Dynamics 365 Finance and Operations one version D365FO

Considerations / best practices in defining an account in Microsoft Dynamics 365 Finance and Operations one version D365FO

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