Petty Cash Accounting in Microsoft Dynamics 365 Finance and Operations

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  • Опубліковано 9 січ 2025

КОМЕНТАРІ • 16

  • @santoshsurti30
    @santoshsurti30 10 місяців тому +1

    Nice 👍🏻

  • @zaheerahmad3896
    @zaheerahmad3896 2 місяці тому +1

    Precisely elaborated

  • @akshaygarg98
    @akshaygarg98 7 місяців тому +1

    Much needed functionality of every client 👏👏👏

  • @ShubhamSingh-bu7li
    @ShubhamSingh-bu7li 10 місяців тому +1

    Hi @Ramit, in case of reimbursement of the petty cash sub-ledger, do we need to enable the one voucher concept from the general ledger module, which by the way Microsoft recommend not to use. As debit and credit would be sub ledgers.

    • @ramitpaul2893
      @ramitpaul2893  10 місяців тому

      Hi, This is already taken care by MS, you can post without enabling the "Allow multiple transactions within" toggle.

  • @rajeshnayak6380
    @rajeshnayak6380 10 місяців тому +1

    Very helpful session 👍🏻

  • @santoshsurti30
    @santoshsurti30 10 місяців тому +1

    Do you explore the Copilot feature and it’s available for D365 F&O? I have searched but not found the article. There are many articles on MS Docs but some summarised information need.

    • @ramitpaul2893
      @ramitpaul2893  10 місяців тому +1

      Copilot is in first list, very soon you will see related to AI and COPILOT in my channel.

  • @hamdanthabetsaleh6322
    @hamdanthabetsaleh6322 10 місяців тому +1

    Hello, thank you for your beneficial information. I am using free trial of d365 finance and went to feature management but there is no way to find the petty cash feature. I am using the last version of d365 finance. Could you please help me how can activate this feature.

    • @ramitpaul2893
      @ramitpaul2893  10 місяців тому +2

      Hi, trial version is 10.0.38, this feature is available from 10.0.39.

  • @arunachalama8686
    @arunachalama8686 7 місяців тому +1

    Very nice .. thanks

  • @kapishgarg79
    @kapishgarg79 10 місяців тому +1

    How to load cash in petty cash account, through normal JV or slip journal?

    • @ramitpaul2893
      @ramitpaul2893  10 місяців тому

      Hi, You can use slip journals for loading.