Abakion Go Training – Finance, daily processes

After this training you has gained basic knowledge of the most commonly used daily bookkeeping activities such as setting up general journals, create dimensions, reconciliation, creating and using deferral templates.

In this training session we focus on daily finance related processes in Business Central. We start with creation of master data relevant for this module including a new account in the Chart of Accounts, a dimension with dimension values and a bank account.

We then move into daily finance processes including general journals and reconciliation, how to handle cash receipts, generate payment journals, deferral using deferral templates and how to apply/unapply entries after posting.

Finally, we look at the transaction entries generated in the module and tips for navigation. Be aware that this session focuses on the “practical” daily work in the finance department.

For a deep dive into the setups choose the “General Finance” course and for more finance processes consider the “Finance – periodic processes” course.

Content:

– Create general ledger account
– Create dimension and dimension values
– Create bank account
– General journals and reconciliation
– Cash receipts
– Payment journals
– Apply entries after posting
– General ledger entries and navigation
– Deferral and deferral templates