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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / GL - Account for autom...
Finance | Project Operations, Human Resources, ...
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GL - Account for automatic transactions

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Posted on by Voltes 596
Hi all,
 
About Account for automatic transactions, as I learned from this resources :
 
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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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,623 Super User 2025 Season 2 on at
    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.
     
  • Suggested answer
    A.Prasanna Profile Picture
    A.Prasanna 8,223 on at
    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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