Like
Share
Report
Get an intro and overview of advanced bank reconciliation critical feature enhancements for Dynamics 365 Finance. Public preview is open from 10.0.39 release.
Chapters:
00:00 Intro
00:30 Agenda
01:07 Advanced bank reconciliation overview
02:22 Import bank statement
04:40 Demo 1
08:00 Automatic matching
11:16 Match bank statement with company transactions
12:25 Demo 2
16:21 Generate GL vouchers
17:08 Demo 2
21:07 Settle customer invoices
22:37 Generate customer payments
24:30 Demo 3
30:24 Manual matching
32:30 Demo 4
35:38 Complete reconciliation
38:09 Demo 5
42:20 Roadmap
44:05 Useful resources
44:35 Q&A
54:22 Closing comments
Chapters:
00:00 Intro
00:30 Agenda
01:07 Advanced bank reconciliation overview
02:22 Import bank statement
04:40 Demo 1
08:00 Automatic matching
11:16 Match bank statement with company transactions
12:25 Demo 2
16:21 Generate GL vouchers
17:08 Demo 2
21:07 Settle customer invoices
22:37 Generate customer payments
24:30 Demo 3
30:24 Manual matching
32:30 Demo 4
35:38 Complete reconciliation
38:09 Demo 5
42:20 Roadmap
44:05 Useful resources
44:35 Q&A
54:22 Closing comments
Presenters:
Eric Wang - wangchen@microsoft.com
Suzhen Zheng - suzhen@microsoft.com
Venkatesh Vadlamani - vvadlamani@microsoft.com
Suzhen Zheng - suzhen@microsoft.com
Venkatesh Vadlamani - vvadlamani@microsoft.com
*This post is locked for comments