Configure and use cash and bank management, and sales tax in Dynamics 365 Finance
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Configure and use cash and bank management, and sales tax in Dynamics 365 Finance

Learn how to configure and use these areas of Dynamics 365 Finance.

Microsoft Learn
Updated Jul 13, 2024

What you'll learn

  • Create and configure banks.
  • Create and configure bank layouts.
  • Configure cash and bank management parameters.
  • Set up vendor and customer banks.
  • Configure cash flow forecasts and reports.
Course Description

You can use the Cash and bank management module in Dynamics 365 Finance to maintain an organization's bank accounts and the financial instruments that are associated with those bank accounts. All businesses must collect and pay taxes to various tax authorities. In this learning path you will learn how to configure and use these areas of Dynamics 365 Finance.