4 min read

Financial reports – using default reports

By Inga Numadottir on 03 February 2023

Financial reports are now an integrated feature of D365FO.The creation of reports is flexible and can include different hierarchiesof companies, which enables a view across companies. There are multiple default reports delivered with D365FO.The following will provide an overview to enable you to start using these default financial reports in D365.

Topics: Finance D365FO
10 min read

Subscription billing (part 2)

By Inga Numadottir on 20 January 2023

Subscription billing is a relatively new feature in D365FO and is a separatemodule, which also covers the old revenue recognition moduleThis module is really powerful for all types of subscriptions scenarios.This document covers just a simple example of using the Subscription billing. You can see an overview of scenarios in previous article. 

Topics: Finance D365FO
3 min read

Subscription billing (part 1)

By Inga Numadottir on 13 January 2023

Subscription billing is a relatively new feature in D365FO and is a separate module, which also covers the old revenue recognition module. There are now multiple scenarios covered in Subscription billing and more scenarios will be added in near future. The subscription economy has exploded in the last years with growing need to manage subscription unique demands. This document provides a quick overview of the new subscription module.

Topics: Finance D365FO
2 min read

Auditors Reports for Fixed Assets in D365 Finance

By Clara Seijo Blanque on 06 January 2023

In the previous post we saw how to obtain reports for general ledger directly in Excel from D365 Finance using the reports defined as Electronic Reports. In the Fixed Asset module, we have similar reports that can be used for the year end close or the auditors´ requirements.  Obtain these reports can save a lot of manual preparation because the reports include all the key information about the fixed asset transactions and their status.

Topics: Finance D365FO
3 min read

Modify a form in D365 Finance for multiple users

By Cittros team on 16 December 2022

In D365 Finance it’s possible to define mandatory fields for all the users in an existing form without development required, for example, for the users that will create vendors in the vendor master, modify the form to have all the required fields defined as mandatory by default to avoid errors and missing information.

Topics: Finance D365FO
4 min read

Auditors Reports in D365 Finance

By Clara Seijo Blanque on 25 November 2022

We can generate from D365 Finance some standard reports really useful, printed in Excel with the required format for using during the month closing and even generate it for the internal audits.

There are two key reports in General Ledger that I recommend you configure and use it for your month closing or daily validations, let's see the details about the required setup and how to generate it.

Topics: Finance D365FO

Subscribe for our insights