Diann Spencer

Time Saving Tips Part 5: Intercompany Transactions in Dynamics 365 Finance and Operations

Read our fifth article Dynamics 365 Finance and Operations time-saving tips to learn how to set up intercompany transactions, streamline intercompany operations, and more.

Time Saving Tips Part 4: Setting Up Multi-Currency Transactions in Dynamics 365 for Finance and Operations

Not only does Dynamics 365 support multi-currency, its automation leads to faster transactions and more accurate data, making your organization more productive. Learn more.

Time Saving Tips Part 3: Templates for Recurring Invoices and Journal Entries in Dynamics 365

Save time in Microsoft Dynamics 365 for Finance and Operations by using templates to make your ERP system more productive and effective. Learn more.

Time Saving Tips Part 2: Posting Profiles in Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 Finance and Operations is full of time-saving features for faster and more accurate transactions, as well as a lot less confusion for clerks. Learn more.

Time-saving Tips Part 1: Pre-defined Workspaces in Dynamics 365 for Finance and Operations

Learn how pre-defined workspaces in Microsoft Dynamics 365 help you organize common finance and operations tasks and process transactions more quickly and accurately.

Managing Receivables Collections More Efficiently With The New Dynamics AX

Multi-Company Customer & Vendor Payments: Part IV AR Collections Functionality Across Multiple Companies

In this blog, we will go over the functionality available for performing collection activities when the same customer owes money to more than one of your companies (i.e. legal entities).  

Multi-Company Customer & Vendor Payments in Microsoft Dynamics AX: Part 3 Using Centralized Payments

In this blog, we will go over the setup for the second method – Centralized Payments. Although these blogs primarily discuss multi-company vendor payments, the same functionality and setup apply...

Multi-Company Customer & Vendor Payments in Microsoft Dynamics AX: Part II Using Intercompany Accounting

As we discussed in previous blog Multi-Company Customer and Vendor Payments Part 1, there are two main tools available in Microsoft Dynamics AX to handle vendor payments and customer receipts...

Multi-Company Customer & Vendor Payments in Microsoft Dynamics AX: Part I

Many of our clients have multiple companies which buy from the same vendors and/or sell to the same customers.   If this describes your company and you want to a) streamline your cash receipts and...

Managing Receivables Collections More Efficiently with the New Dynamics AX

If you’re like many of our clients, cash flow is a top priority.  Making sure that receivables get collected and cash keeps flowing in is very important.  And most companies don’t have an adequate...