This solution extends the solution "BC2GO - Basic Accounting" by several more advanced financial topics.
Details
Contents are evaluations via the tool of the account schedules, budgets, the reminder system, the possibility to delimit postings in an accrual-based manner. Setup, maintenance, and working with foreign currencies are also covered.
The package is interesting for companies that want to use or introduce one opportunity mentioned above.
- Foreign Currencies
- Deferral Templates
- Reminders
- Account Schedules
- Accounting Budgets
After completing this project, you will be able to:
| Set up the local currency as the default currency | Set up foreign currencies and exchange rates | Invoice in foreign currencies |
| Process payments in foreign currencies | Adjust exchange rates | Distribute expenses (or revenues) on an accrual basis |
| Create new deferral templates | Do postings with deferral distribution | Set up reminder terms and levels |
| Assign a reminder method to your customers | Import multiple accounts receivable via Excel and assign reminder methods | Export / Import customer records to Excel |
| Create, issue, review, send, and cancel Reminders | Set up account schedules, create column layouts, and use account schedules and column layouts to compare actuals to budgets | |
| Export account schedules to Excel | Use budgets |
Duration
8.5 hours
Requirements
This training and setup project is delivered via the COSMO Digital Consultant App. Installation of the app is a prerequisite to using the project and its contents.
Recommended training:
- BC2GO – Business Central Basics
- BC2GO – Digital Consultant
Supported Countries
Business Central Localization: Germany, W1
Languages: English, German
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