Murray Fife

Configuring the General Ledger within Dynamics 365 for Operations Murray Fife

Before we can start posting to the General Ledger, there is a little bit of housekeeping that we need to do in order to set up all of the codes and controls. We need to configure our accounts that we will want to use within the ledger, set up our chart of accounts and also configure some of the defaults for posting to the ledger. In this guide we will step you through the initial configuration of the General Ledger so that you can then start using it. Topics Covered-Adding Currency Codes-Configuring the System Parameters-Adding additional Main Account Categories-Importing Main Account Categories through the Excel Add-In-Configuring a new Chart of Accounts-Adding a new Main Account to the Chart of Accounts-Creating a Main Account Import Template-Populating the Import Template-Configuring Account Structures-Creating a new Fiscal Calendar-Configuring a Company Ledger-Configuring the Accounts for Automatic Transactions