Dynamics 365 Finance capabilities

Accounts receivable

Create customer invoices based on sales orders or packing slips. Receive payments using several different payment types.

Cash and bank management

The cash and bank management capability maintains bank accounts and the financial instruments that are associated with those bank accounts.

Expense management

Use expense management to create an integrated workflow where you can store payment method information, import credit card transactions, and track the money that employees spend when they incur expenses.

Financial reporting

Create, maintain, deploy and view financial statements. Move beyond traditional reporting constraints and efficiently design various types of reports.

Accounts payable

Automatically process invoices to enter manually or receive them electronically through a data entity. Review and approve invoices. Invoice matching, vendor invoice policies, and workflow capabilities to automate the review process.

Consolidations

The consolidations module includes options for consolidating multiple legal entities during the consolidation process, and for importing or exporting a company’s balance. You can also set up eliminations and post elimination journals.

Fixed assets

Set up and enter acquisition information for fixed assets, then manage them by depreciating them and setting a capitalisation threshold to determine depreciation.

General ledger and financial reporting

Define and manage the legal entity’s financial records. The general ledger is a register of debit and credit entries. These entries are classified using the accounts that are listed in a chart of accounts

Project management and accounting

The project management and accounting functionality can be used in multiple industries to provide a service, produce a product, or achieve a result.

Cost management

Cost management lets you work with the valuation and accounting of raw materials, semi-finished goods, finished goods, and work-in-progress assets. For example, you can define which inventory valuation methods, that you want to apply to products in the item model group in Inventory accounting.

Budgeting

Long-term planning and annual budget planning are supported through the budget plan document. Budget plan documents are tightly integrated with Microsoft Excel.

General ledger

Allocate, or distribute, monetary amounts to one or more accounts or account and dimension combinations based on allocation rules.