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Finance | Project Operations, Human Resources, ...
Suggested Answer

Petty cash functionality in D365 Finance and Operations

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Posted on by 439

Hi,

Kindly advise how to use Petty Cash/ Cash Imprest accounting process in D365 F&O. 

I have the same question (0)
  • Suggested answer
    SouravDam Profile Picture
    11,732 on at

    Hello SadiqQ,

    You can check below link if helpful.

    There are other links you can find in below links.

    https://community.dynamics.com/365/financeandoperations/f/dynamics-365-for-finance-and-operations-forum/264744/need-a-guide-line-to-understand-petty-cash-and-imprest-system-in-d365-fo

    https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/302239/petty-cash?pifragment-96834=1

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

  • SadiqQ Profile Picture
    439 on at

    Hi Sourav,

    Thank you very much for your prompt input.

    I had gone thru both these links. In fact, the method described in second link that using bank account is the one that we are already using.

    Actually I was wondering why this funcionalit is localized for Eastern Europe and Russia. It is commonly used accounting procedure all over the world.

    Regards

    Sadiq

  • Suggested answer
    SouravDam Profile Picture
    11,732 on at

    Hello SadiqQ,

    I agree with you. Yes; this might be a common requirement.

    I am not sure if this feature is enabled in all country keys in upcoming releases or still stick to specific country keys.

    But you can add this in Idea to get this noticed. Hopefully Microsoft will decide on this.

    https://experience.dynamics.com/ideas/

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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