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Microsoft Event - Financial Year-End Activities

Dynamics 365 Business Central User Group Training

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Microsoft Dynamics 365 User Group - Financial Year-End Activities

It’s that time of year again and once again we are faced with finalising our financial year-end. This year we plan to not only cover the financial year-end activities and will also be looking at payroll year-end as well as stock-take activities.

We always find that while finalising your year-end is not a hugely complex task, it is an important one and not one we practice very often.

The session will give you a step-by-step guide on activities to perform for checks and balances as well as the processes to follow to close the year off.

Please join us for a good review and refresher of the main activities that the bulk of sites will need to process to close your financial year off correctly.

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Agenda

Inventory – Closing Activities

Stock Reports: Stock Takes for both Advanced & Basic Warehousing

Year End Activities

Defining, Assigning and Managing User Tasks

Financial Year End

  • Close a fiscal year
  • Generate a year-end closing entry using the Close Income Statement option
  • Post the year-end closing entry
  • BC/Wiise Release 2023 Release Wave 2 - Review general ledger accounts faster

Payroll – Closing Activities

  • Preparation
  • STP Finalisation
  • Processing Super
  • Preparation for FY 2023 – 2024

When is the event?

Who are the speakers for this event?

Franz Munnich will be delighted to take you through this online training on the day!

Will I be able to ask questions?

The online event is set in a webinar format. To avoid distractions and confusions during the event, all attendees will be on mute. However, you will be able to virtually put your hand up for questions or post the questions in the 'Questions' section and we will answer them at the end of the event!

Will I get a recording?

If you are unable to attend live, still register as we’ll send you the recording.

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