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GL - Account for automatic transactions

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Posted on 26 Jul 2023 02:28:43 by Voltes

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Hi all,

About Account for automatic transactions, as I learned from this resources :

https://learn.microsoft.com/en-us/training/modules/configure-chart-accounts-dyn365-finance/10-auto-transact

https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/accounts-for-auto-transactions

Is there a document or implementation guide that mentioned what is mandatory or /really/ suggested or best practice that we should setup some particular transactions ?

and what are transactions for that matters ?

Thanks,

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A.Prasanna 8,177 on 26 Jul 2023 at 16:58:28

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GL - Account for automatic transactions

if you don't have an idea just click on "Create Default Types" then it will create default types.

but you have to have at least the following configured.

Currency Rounding

Suspense

Currency Rounding

Retained Profits
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Frank Hamelly | MVP... 46,341 Super User 2025 Season 1 on 26 Jul 2023 at 16:51:41

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GL - Account for automatic transactions

I'm not sure if there's any documentation but it's best practice to always setup the highlighted posting types at a minimum. Others may be applicable based on transactions you're using.