Mastering Microsoft Dynamics 365 for Finance and Operations
You're under pressure. Budgets are tightening, compliance demands are rising, and leadership expects real-time visibility into your financial operations. You need to move faster, make smarter decisions, and prove your value-without getting buried in spreadsheets or outdated ERP workflows. What if you could cut reporting time in half, automate month-end close, and configure financial modules like a certified pro-even if you’ve never had formal Dynamics 365 training? The system is already at your fingertips. What’s missing is structured, practical, certified mastery that turns complexity into clarity. Meet Mastering Microsoft Dynamics 365 for Finance and Operations. This isn’t a generic tutorial. It’s your step-by-step roadmap to becoming the go-to financial operations expert in your organisation. In just 30 days, you go from overwhelmed to board-ready, equipped with a fully documented implementation plan and a proven mastery recognised across industries. Take Sarah from APAC Finance at a Fortune 500 firm. She completed the course while managing a team of 12. Within six weeks, she redesigned their intercompany transaction flow, reducing reconciliation time by 68% and was fast-tracked into a Director-level role. Her Certification of Completion from The Art of Service wasn’t just a credential. It was proof of capability. This course doesn’t teach theory. It delivers career ROI. You’ll gain certified proficiency in financial modules, master integration strategies, and build an audit-ready operational design-all while earning a globally recognised certificate. Here’s how this course is structured to help you get there.Course Format & Delivery Details Fully Self-Paced. Always On-Demand. Zero Time Pressure.
You take control. This course is designed for professionals who need deep mastery without fixed schedules or mandatory attendance. Immediate online access gives you the freedom to start today, progress at your own speed, and apply concepts directly to your current initiatives. Most learners complete the core curriculum in 25 to 30 hours. But you’re not racing a clock. The first results-like confident module configuration or fluent use of financial dimensions-can be achieved in under 10 hours. Real-world impact starts early and compounds fast. Lifetime Access, Future-Proof Learning
Enrol once, learn forever. You receive lifetime access to all course materials, including every update as Microsoft releases new features and compliance standards. No recurring fees, no paywalls, no expiration. This is a permanent asset in your professional toolkit. Available Anytime, Anywhere, on Any Device
Whether you’re at your desk, on a train, or in a boardroom-access is seamless. The platform is mobile-friendly, supports offline progress sync, and is accessible 24/7 from any region. Global professionals, remote teams, and international finance leads rely on this flexibility daily. Expert-Led Support When You Need It
You’re never working in isolation. Throughout the course, you have direct access to instructor-moderated support channels. Submit queries, get clarifications on complex configurations, and receive guidance on real-world implementation scenarios. Support comes from certified Dynamics 365 architects with over 10 years of field experience in enterprise finance transformation. Certified by The Art of Service - Recognised Worldwide
Upon completion, you earn a Certificate of Completion issued by The Art of Service, a gold-standard credential in enterprise digital transformation. This certification is trusted by Microsoft partners, enterprise consultancies, and global finance leaders. It’s not just a PDF-it’s verifiable proof of applied skill, listed on resumes and LinkedIn profiles. Simple, Transparent Pricing. No Hidden Costs.
One upfront price. No subscriptions. No hidden fees. What you see is exactly what you pay. The investment covers full curriculum access, certification, support, and all future updates-no surprises. - Secure payments accepted via Visa, Mastercard, and PayPal
- Invoice and corporate billing options available for teams
100% Money-Back Guarantee: Zero Risk Enrollment
We stand behind the value. If this course doesn’t meet your expectations, you’re covered by our 30-day satisfaction guarantee. Request a full refund, no questions asked. Your only risk is not starting-your upside is transformational. You’re Covered. Even If…
This works even if you’re not a technical expert, even if you’ve only used Excel for reporting, or even if your organisation is still evaluating Dynamics 365. Past learners include financial analysts, accountants, operations managers, and consultants with minimal prior ERP exposure who went on to lead implementations. You’ll get clarity, actionable steps, and confidence at every stage. From setting up general ledgers to designing multi-entity financial reporting, the structure is role-specific and outcome-driven. Thousands of professionals have trusted this course to close skill gaps and accelerate promotions. The materials are comprehensive, professionally edited, and based on real-world configurations used by top-tier firms. After enrolment, you’ll receive a confirmation email, and your access details will be delivered separately once your course instance is fully provisioned.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Dynamics 365 for Finance and Operations - Introduction to Microsoft Dynamics 365 architecture
- Core components of Finance and Operations modules
- Key differences between Dynamics AX, GP, and D365 F&O
- Licensing models and user role definitions
- Navigating the modern UI and workspace dashboards
- Setting up security roles and data access policies
- Understanding cloud deployment vs on-premise options
- Data entity concepts and cross-module integration
- Overview of Lifecycle Services (LCS) and environment management
- Best practices for user training and change adoption
Module 2: Organisational Setup and Company Configuration - Defining legal entities and operating units
- Configuring fiscal calendars and tax periods
- Setting up ledger currencies and conversion rules
- Creating chart of accounts structures
- Implementing financial dimensions and hierarchy design
- Assigning legal entity to business units
- Managing intercompany relationships
- Configuring address books and contact management
- Setting default parameters for financial processes
- Validating organisational hierarchies for reporting
Module 3: General Ledger Mastery - Journal types and posting profiles configuration
- Creating and managing journal templates
- Setting up accrual schemes and recurring journals
- Configuring ledger allocation rules
- Managing multiple posting layers and cash vs accrual
- Implementing pre-closing checks and control totals
- Setting up posting definitions for automated entries
- Using trial balance reports for validation
- Enabling budget control and ledger integration
- Optimising general ledger performance settings
Module 4: Accounts Payable Deep Dive - Vendor account creation and classification
- Configuring payment days and methods
- Setting up terms of payment and cash discounts
- Managing 1099 and VAT reporting vendors
- Configuring invoice matching policies (2-way, 3-way)
- Setting up approval workflows for invoices
- Managing vendor pools and electronic invoicing
- Automating vendor payment proposals
- Handling prepayments and down payments
- Configuring payment journals and settlement processes
Module 5: Accounts Receivable Advanced Configuration - Customer account setup and credit management
- Defining customer groups and pricing tiers
- Setting up payment schedules and due date calculations
- Configuring dunning letters and collections workflow
- Managing cash and free text invoices
- Setting up customer retention and withholding tax
- Processing customer payments and settlements
- Using credit limit override controls
- Configuring direct debit and electronic payments
- Generating aged balance reports for collections
Module 6: Bank Management and Cash Operations - Setting up bank accounts and routing details
- Configuring bank groups and reconciliation methods
- Managing bank statements and file formats
- Automating bank reconciliation using matching rules
- Handling deposit slips and cash pooling
- Configuring electronic payment formats (SEPA, NACHA)
- Setting up bank guarantees and letters of credit
- Managing check layouts and check stubs
- Using liquidity forecasting tools
- Integrating bank feeds via data management framework
Module 7: Fixed Assets Lifecycle Management - Creating fixed asset groups and number sequences
- Setting up depreciation profiles and conventions
- Defining acquisition and disposal journals
- Configuring depreciation books and fiscal reporting
- Managing asset transfers and intercompany movements
- Handling insurance and location tracking
- Using fixed asset journals for write-ups and write-downs
- Configuring asset acquisition from purchase orders
- Generating fixed asset registers and audit reports
- Integrating fixed assets with general ledger
Module 8: Budgeting and Forecasting Strategies - Setting up budget models and planning dimensions
- Defining budget cycles and submission workflows
- Configuring budget control and encumbrance
- Allocating budgets across departments and cost centres
- Using budget forecasts and scenario planning
- Integrating budgeting with project management
- Managing budget transfers and overrides
- Generating budget vs actual reports
- Setting up budget templates for recurring use
- Using Power BI for dynamic budget visualisation
Module 9: Cost Accounting and Management - Setting up cost objects and cost types
- Configuring cost categories and allocation bases
- Implementing activity-based costing
- Using cost accounting journals for adjustments
- Setting up cost centres and profit centres
- Managing indirect cost distribution
- Running cost allocations and periodic distributions
- Integrating cost accounting with general ledger
- Generating cost centre performance reports
- Configuring multi-dimensional cost analysis
Module 10: Intercompany and Multinational Operations - Setting up intercompany trading relationships
- Configuring intercompany posting profiles
- Automating intercompany invoice generation
- Managing cross-border tax calculations
- Handling currency conversion for intercompany
- Setting up legal entity consolidation rules
- Using intercompany reconciliation reports
- Managing distributed order processing
- Configuring centralised payment models
- Implementing multi-GAAP reporting structures
Module 11: Financial Reporting and Analytics - Using Financial Reporting (FRx) designer
- Building custom income statements and balance sheets
- Creating cash flow statement templates
- Configuring segment and dimension-based reporting
- Exporting reports to Excel and PDF formats
- Setting up report bursting for distribution
- Integrating with Power BI dashboards
- Using saved views and personal reports
- Building real-time performance scorecards
- Generating statutory and management reports
Module 12: Integration with Power Platform - Connecting Finance and Operations with Power Automate
- Creating approval flows for financial transactions
- Automating journal submissions via flow
- Using Power Apps to build custom entry forms
- Embedding Power BI into workspaces
- Mapping data entities for integration
- Using Common Data Service for unified reporting
- Configuring data gateways for on-prem connectivity
- Monitoring integration health and errors
- Building self-service financial portals
Module 13: Data Migration and Management - Using Data Management Framework (DMF)
- Setting up data projects and entities
- Importing chart of accounts and dimensions
- Migrating open transactions and balances
- Validating data after migration
- Using templates for consistent data loads
- Configuring data packages and recurring imports
- Setting up data validation rules
- Exporting legacy system data for audit
- Managing data deletion and retention policies
Module 14: Month-End and Year-End Close - Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
Module 1: Foundations of Dynamics 365 for Finance and Operations - Introduction to Microsoft Dynamics 365 architecture
- Core components of Finance and Operations modules
- Key differences between Dynamics AX, GP, and D365 F&O
- Licensing models and user role definitions
- Navigating the modern UI and workspace dashboards
- Setting up security roles and data access policies
- Understanding cloud deployment vs on-premise options
- Data entity concepts and cross-module integration
- Overview of Lifecycle Services (LCS) and environment management
- Best practices for user training and change adoption
Module 2: Organisational Setup and Company Configuration - Defining legal entities and operating units
- Configuring fiscal calendars and tax periods
- Setting up ledger currencies and conversion rules
- Creating chart of accounts structures
- Implementing financial dimensions and hierarchy design
- Assigning legal entity to business units
- Managing intercompany relationships
- Configuring address books and contact management
- Setting default parameters for financial processes
- Validating organisational hierarchies for reporting
Module 3: General Ledger Mastery - Journal types and posting profiles configuration
- Creating and managing journal templates
- Setting up accrual schemes and recurring journals
- Configuring ledger allocation rules
- Managing multiple posting layers and cash vs accrual
- Implementing pre-closing checks and control totals
- Setting up posting definitions for automated entries
- Using trial balance reports for validation
- Enabling budget control and ledger integration
- Optimising general ledger performance settings
Module 4: Accounts Payable Deep Dive - Vendor account creation and classification
- Configuring payment days and methods
- Setting up terms of payment and cash discounts
- Managing 1099 and VAT reporting vendors
- Configuring invoice matching policies (2-way, 3-way)
- Setting up approval workflows for invoices
- Managing vendor pools and electronic invoicing
- Automating vendor payment proposals
- Handling prepayments and down payments
- Configuring payment journals and settlement processes
Module 5: Accounts Receivable Advanced Configuration - Customer account setup and credit management
- Defining customer groups and pricing tiers
- Setting up payment schedules and due date calculations
- Configuring dunning letters and collections workflow
- Managing cash and free text invoices
- Setting up customer retention and withholding tax
- Processing customer payments and settlements
- Using credit limit override controls
- Configuring direct debit and electronic payments
- Generating aged balance reports for collections
Module 6: Bank Management and Cash Operations - Setting up bank accounts and routing details
- Configuring bank groups and reconciliation methods
- Managing bank statements and file formats
- Automating bank reconciliation using matching rules
- Handling deposit slips and cash pooling
- Configuring electronic payment formats (SEPA, NACHA)
- Setting up bank guarantees and letters of credit
- Managing check layouts and check stubs
- Using liquidity forecasting tools
- Integrating bank feeds via data management framework
Module 7: Fixed Assets Lifecycle Management - Creating fixed asset groups and number sequences
- Setting up depreciation profiles and conventions
- Defining acquisition and disposal journals
- Configuring depreciation books and fiscal reporting
- Managing asset transfers and intercompany movements
- Handling insurance and location tracking
- Using fixed asset journals for write-ups and write-downs
- Configuring asset acquisition from purchase orders
- Generating fixed asset registers and audit reports
- Integrating fixed assets with general ledger
Module 8: Budgeting and Forecasting Strategies - Setting up budget models and planning dimensions
- Defining budget cycles and submission workflows
- Configuring budget control and encumbrance
- Allocating budgets across departments and cost centres
- Using budget forecasts and scenario planning
- Integrating budgeting with project management
- Managing budget transfers and overrides
- Generating budget vs actual reports
- Setting up budget templates for recurring use
- Using Power BI for dynamic budget visualisation
Module 9: Cost Accounting and Management - Setting up cost objects and cost types
- Configuring cost categories and allocation bases
- Implementing activity-based costing
- Using cost accounting journals for adjustments
- Setting up cost centres and profit centres
- Managing indirect cost distribution
- Running cost allocations and periodic distributions
- Integrating cost accounting with general ledger
- Generating cost centre performance reports
- Configuring multi-dimensional cost analysis
Module 10: Intercompany and Multinational Operations - Setting up intercompany trading relationships
- Configuring intercompany posting profiles
- Automating intercompany invoice generation
- Managing cross-border tax calculations
- Handling currency conversion for intercompany
- Setting up legal entity consolidation rules
- Using intercompany reconciliation reports
- Managing distributed order processing
- Configuring centralised payment models
- Implementing multi-GAAP reporting structures
Module 11: Financial Reporting and Analytics - Using Financial Reporting (FRx) designer
- Building custom income statements and balance sheets
- Creating cash flow statement templates
- Configuring segment and dimension-based reporting
- Exporting reports to Excel and PDF formats
- Setting up report bursting for distribution
- Integrating with Power BI dashboards
- Using saved views and personal reports
- Building real-time performance scorecards
- Generating statutory and management reports
Module 12: Integration with Power Platform - Connecting Finance and Operations with Power Automate
- Creating approval flows for financial transactions
- Automating journal submissions via flow
- Using Power Apps to build custom entry forms
- Embedding Power BI into workspaces
- Mapping data entities for integration
- Using Common Data Service for unified reporting
- Configuring data gateways for on-prem connectivity
- Monitoring integration health and errors
- Building self-service financial portals
Module 13: Data Migration and Management - Using Data Management Framework (DMF)
- Setting up data projects and entities
- Importing chart of accounts and dimensions
- Migrating open transactions and balances
- Validating data after migration
- Using templates for consistent data loads
- Configuring data packages and recurring imports
- Setting up data validation rules
- Exporting legacy system data for audit
- Managing data deletion and retention policies
Module 14: Month-End and Year-End Close - Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Defining legal entities and operating units
- Configuring fiscal calendars and tax periods
- Setting up ledger currencies and conversion rules
- Creating chart of accounts structures
- Implementing financial dimensions and hierarchy design
- Assigning legal entity to business units
- Managing intercompany relationships
- Configuring address books and contact management
- Setting default parameters for financial processes
- Validating organisational hierarchies for reporting
Module 3: General Ledger Mastery - Journal types and posting profiles configuration
- Creating and managing journal templates
- Setting up accrual schemes and recurring journals
- Configuring ledger allocation rules
- Managing multiple posting layers and cash vs accrual
- Implementing pre-closing checks and control totals
- Setting up posting definitions for automated entries
- Using trial balance reports for validation
- Enabling budget control and ledger integration
- Optimising general ledger performance settings
Module 4: Accounts Payable Deep Dive - Vendor account creation and classification
- Configuring payment days and methods
- Setting up terms of payment and cash discounts
- Managing 1099 and VAT reporting vendors
- Configuring invoice matching policies (2-way, 3-way)
- Setting up approval workflows for invoices
- Managing vendor pools and electronic invoicing
- Automating vendor payment proposals
- Handling prepayments and down payments
- Configuring payment journals and settlement processes
Module 5: Accounts Receivable Advanced Configuration - Customer account setup and credit management
- Defining customer groups and pricing tiers
- Setting up payment schedules and due date calculations
- Configuring dunning letters and collections workflow
- Managing cash and free text invoices
- Setting up customer retention and withholding tax
- Processing customer payments and settlements
- Using credit limit override controls
- Configuring direct debit and electronic payments
- Generating aged balance reports for collections
Module 6: Bank Management and Cash Operations - Setting up bank accounts and routing details
- Configuring bank groups and reconciliation methods
- Managing bank statements and file formats
- Automating bank reconciliation using matching rules
- Handling deposit slips and cash pooling
- Configuring electronic payment formats (SEPA, NACHA)
- Setting up bank guarantees and letters of credit
- Managing check layouts and check stubs
- Using liquidity forecasting tools
- Integrating bank feeds via data management framework
Module 7: Fixed Assets Lifecycle Management - Creating fixed asset groups and number sequences
- Setting up depreciation profiles and conventions
- Defining acquisition and disposal journals
- Configuring depreciation books and fiscal reporting
- Managing asset transfers and intercompany movements
- Handling insurance and location tracking
- Using fixed asset journals for write-ups and write-downs
- Configuring asset acquisition from purchase orders
- Generating fixed asset registers and audit reports
- Integrating fixed assets with general ledger
Module 8: Budgeting and Forecasting Strategies - Setting up budget models and planning dimensions
- Defining budget cycles and submission workflows
- Configuring budget control and encumbrance
- Allocating budgets across departments and cost centres
- Using budget forecasts and scenario planning
- Integrating budgeting with project management
- Managing budget transfers and overrides
- Generating budget vs actual reports
- Setting up budget templates for recurring use
- Using Power BI for dynamic budget visualisation
Module 9: Cost Accounting and Management - Setting up cost objects and cost types
- Configuring cost categories and allocation bases
- Implementing activity-based costing
- Using cost accounting journals for adjustments
- Setting up cost centres and profit centres
- Managing indirect cost distribution
- Running cost allocations and periodic distributions
- Integrating cost accounting with general ledger
- Generating cost centre performance reports
- Configuring multi-dimensional cost analysis
Module 10: Intercompany and Multinational Operations - Setting up intercompany trading relationships
- Configuring intercompany posting profiles
- Automating intercompany invoice generation
- Managing cross-border tax calculations
- Handling currency conversion for intercompany
- Setting up legal entity consolidation rules
- Using intercompany reconciliation reports
- Managing distributed order processing
- Configuring centralised payment models
- Implementing multi-GAAP reporting structures
Module 11: Financial Reporting and Analytics - Using Financial Reporting (FRx) designer
- Building custom income statements and balance sheets
- Creating cash flow statement templates
- Configuring segment and dimension-based reporting
- Exporting reports to Excel and PDF formats
- Setting up report bursting for distribution
- Integrating with Power BI dashboards
- Using saved views and personal reports
- Building real-time performance scorecards
- Generating statutory and management reports
Module 12: Integration with Power Platform - Connecting Finance and Operations with Power Automate
- Creating approval flows for financial transactions
- Automating journal submissions via flow
- Using Power Apps to build custom entry forms
- Embedding Power BI into workspaces
- Mapping data entities for integration
- Using Common Data Service for unified reporting
- Configuring data gateways for on-prem connectivity
- Monitoring integration health and errors
- Building self-service financial portals
Module 13: Data Migration and Management - Using Data Management Framework (DMF)
- Setting up data projects and entities
- Importing chart of accounts and dimensions
- Migrating open transactions and balances
- Validating data after migration
- Using templates for consistent data loads
- Configuring data packages and recurring imports
- Setting up data validation rules
- Exporting legacy system data for audit
- Managing data deletion and retention policies
Module 14: Month-End and Year-End Close - Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Vendor account creation and classification
- Configuring payment days and methods
- Setting up terms of payment and cash discounts
- Managing 1099 and VAT reporting vendors
- Configuring invoice matching policies (2-way, 3-way)
- Setting up approval workflows for invoices
- Managing vendor pools and electronic invoicing
- Automating vendor payment proposals
- Handling prepayments and down payments
- Configuring payment journals and settlement processes
Module 5: Accounts Receivable Advanced Configuration - Customer account setup and credit management
- Defining customer groups and pricing tiers
- Setting up payment schedules and due date calculations
- Configuring dunning letters and collections workflow
- Managing cash and free text invoices
- Setting up customer retention and withholding tax
- Processing customer payments and settlements
- Using credit limit override controls
- Configuring direct debit and electronic payments
- Generating aged balance reports for collections
Module 6: Bank Management and Cash Operations - Setting up bank accounts and routing details
- Configuring bank groups and reconciliation methods
- Managing bank statements and file formats
- Automating bank reconciliation using matching rules
- Handling deposit slips and cash pooling
- Configuring electronic payment formats (SEPA, NACHA)
- Setting up bank guarantees and letters of credit
- Managing check layouts and check stubs
- Using liquidity forecasting tools
- Integrating bank feeds via data management framework
Module 7: Fixed Assets Lifecycle Management - Creating fixed asset groups and number sequences
- Setting up depreciation profiles and conventions
- Defining acquisition and disposal journals
- Configuring depreciation books and fiscal reporting
- Managing asset transfers and intercompany movements
- Handling insurance and location tracking
- Using fixed asset journals for write-ups and write-downs
- Configuring asset acquisition from purchase orders
- Generating fixed asset registers and audit reports
- Integrating fixed assets with general ledger
Module 8: Budgeting and Forecasting Strategies - Setting up budget models and planning dimensions
- Defining budget cycles and submission workflows
- Configuring budget control and encumbrance
- Allocating budgets across departments and cost centres
- Using budget forecasts and scenario planning
- Integrating budgeting with project management
- Managing budget transfers and overrides
- Generating budget vs actual reports
- Setting up budget templates for recurring use
- Using Power BI for dynamic budget visualisation
Module 9: Cost Accounting and Management - Setting up cost objects and cost types
- Configuring cost categories and allocation bases
- Implementing activity-based costing
- Using cost accounting journals for adjustments
- Setting up cost centres and profit centres
- Managing indirect cost distribution
- Running cost allocations and periodic distributions
- Integrating cost accounting with general ledger
- Generating cost centre performance reports
- Configuring multi-dimensional cost analysis
Module 10: Intercompany and Multinational Operations - Setting up intercompany trading relationships
- Configuring intercompany posting profiles
- Automating intercompany invoice generation
- Managing cross-border tax calculations
- Handling currency conversion for intercompany
- Setting up legal entity consolidation rules
- Using intercompany reconciliation reports
- Managing distributed order processing
- Configuring centralised payment models
- Implementing multi-GAAP reporting structures
Module 11: Financial Reporting and Analytics - Using Financial Reporting (FRx) designer
- Building custom income statements and balance sheets
- Creating cash flow statement templates
- Configuring segment and dimension-based reporting
- Exporting reports to Excel and PDF formats
- Setting up report bursting for distribution
- Integrating with Power BI dashboards
- Using saved views and personal reports
- Building real-time performance scorecards
- Generating statutory and management reports
Module 12: Integration with Power Platform - Connecting Finance and Operations with Power Automate
- Creating approval flows for financial transactions
- Automating journal submissions via flow
- Using Power Apps to build custom entry forms
- Embedding Power BI into workspaces
- Mapping data entities for integration
- Using Common Data Service for unified reporting
- Configuring data gateways for on-prem connectivity
- Monitoring integration health and errors
- Building self-service financial portals
Module 13: Data Migration and Management - Using Data Management Framework (DMF)
- Setting up data projects and entities
- Importing chart of accounts and dimensions
- Migrating open transactions and balances
- Validating data after migration
- Using templates for consistent data loads
- Configuring data packages and recurring imports
- Setting up data validation rules
- Exporting legacy system data for audit
- Managing data deletion and retention policies
Module 14: Month-End and Year-End Close - Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Setting up bank accounts and routing details
- Configuring bank groups and reconciliation methods
- Managing bank statements and file formats
- Automating bank reconciliation using matching rules
- Handling deposit slips and cash pooling
- Configuring electronic payment formats (SEPA, NACHA)
- Setting up bank guarantees and letters of credit
- Managing check layouts and check stubs
- Using liquidity forecasting tools
- Integrating bank feeds via data management framework
Module 7: Fixed Assets Lifecycle Management - Creating fixed asset groups and number sequences
- Setting up depreciation profiles and conventions
- Defining acquisition and disposal journals
- Configuring depreciation books and fiscal reporting
- Managing asset transfers and intercompany movements
- Handling insurance and location tracking
- Using fixed asset journals for write-ups and write-downs
- Configuring asset acquisition from purchase orders
- Generating fixed asset registers and audit reports
- Integrating fixed assets with general ledger
Module 8: Budgeting and Forecasting Strategies - Setting up budget models and planning dimensions
- Defining budget cycles and submission workflows
- Configuring budget control and encumbrance
- Allocating budgets across departments and cost centres
- Using budget forecasts and scenario planning
- Integrating budgeting with project management
- Managing budget transfers and overrides
- Generating budget vs actual reports
- Setting up budget templates for recurring use
- Using Power BI for dynamic budget visualisation
Module 9: Cost Accounting and Management - Setting up cost objects and cost types
- Configuring cost categories and allocation bases
- Implementing activity-based costing
- Using cost accounting journals for adjustments
- Setting up cost centres and profit centres
- Managing indirect cost distribution
- Running cost allocations and periodic distributions
- Integrating cost accounting with general ledger
- Generating cost centre performance reports
- Configuring multi-dimensional cost analysis
Module 10: Intercompany and Multinational Operations - Setting up intercompany trading relationships
- Configuring intercompany posting profiles
- Automating intercompany invoice generation
- Managing cross-border tax calculations
- Handling currency conversion for intercompany
- Setting up legal entity consolidation rules
- Using intercompany reconciliation reports
- Managing distributed order processing
- Configuring centralised payment models
- Implementing multi-GAAP reporting structures
Module 11: Financial Reporting and Analytics - Using Financial Reporting (FRx) designer
- Building custom income statements and balance sheets
- Creating cash flow statement templates
- Configuring segment and dimension-based reporting
- Exporting reports to Excel and PDF formats
- Setting up report bursting for distribution
- Integrating with Power BI dashboards
- Using saved views and personal reports
- Building real-time performance scorecards
- Generating statutory and management reports
Module 12: Integration with Power Platform - Connecting Finance and Operations with Power Automate
- Creating approval flows for financial transactions
- Automating journal submissions via flow
- Using Power Apps to build custom entry forms
- Embedding Power BI into workspaces
- Mapping data entities for integration
- Using Common Data Service for unified reporting
- Configuring data gateways for on-prem connectivity
- Monitoring integration health and errors
- Building self-service financial portals
Module 13: Data Migration and Management - Using Data Management Framework (DMF)
- Setting up data projects and entities
- Importing chart of accounts and dimensions
- Migrating open transactions and balances
- Validating data after migration
- Using templates for consistent data loads
- Configuring data packages and recurring imports
- Setting up data validation rules
- Exporting legacy system data for audit
- Managing data deletion and retention policies
Module 14: Month-End and Year-End Close - Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Setting up budget models and planning dimensions
- Defining budget cycles and submission workflows
- Configuring budget control and encumbrance
- Allocating budgets across departments and cost centres
- Using budget forecasts and scenario planning
- Integrating budgeting with project management
- Managing budget transfers and overrides
- Generating budget vs actual reports
- Setting up budget templates for recurring use
- Using Power BI for dynamic budget visualisation
Module 9: Cost Accounting and Management - Setting up cost objects and cost types
- Configuring cost categories and allocation bases
- Implementing activity-based costing
- Using cost accounting journals for adjustments
- Setting up cost centres and profit centres
- Managing indirect cost distribution
- Running cost allocations and periodic distributions
- Integrating cost accounting with general ledger
- Generating cost centre performance reports
- Configuring multi-dimensional cost analysis
Module 10: Intercompany and Multinational Operations - Setting up intercompany trading relationships
- Configuring intercompany posting profiles
- Automating intercompany invoice generation
- Managing cross-border tax calculations
- Handling currency conversion for intercompany
- Setting up legal entity consolidation rules
- Using intercompany reconciliation reports
- Managing distributed order processing
- Configuring centralised payment models
- Implementing multi-GAAP reporting structures
Module 11: Financial Reporting and Analytics - Using Financial Reporting (FRx) designer
- Building custom income statements and balance sheets
- Creating cash flow statement templates
- Configuring segment and dimension-based reporting
- Exporting reports to Excel and PDF formats
- Setting up report bursting for distribution
- Integrating with Power BI dashboards
- Using saved views and personal reports
- Building real-time performance scorecards
- Generating statutory and management reports
Module 12: Integration with Power Platform - Connecting Finance and Operations with Power Automate
- Creating approval flows for financial transactions
- Automating journal submissions via flow
- Using Power Apps to build custom entry forms
- Embedding Power BI into workspaces
- Mapping data entities for integration
- Using Common Data Service for unified reporting
- Configuring data gateways for on-prem connectivity
- Monitoring integration health and errors
- Building self-service financial portals
Module 13: Data Migration and Management - Using Data Management Framework (DMF)
- Setting up data projects and entities
- Importing chart of accounts and dimensions
- Migrating open transactions and balances
- Validating data after migration
- Using templates for consistent data loads
- Configuring data packages and recurring imports
- Setting up data validation rules
- Exporting legacy system data for audit
- Managing data deletion and retention policies
Module 14: Month-End and Year-End Close - Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Setting up intercompany trading relationships
- Configuring intercompany posting profiles
- Automating intercompany invoice generation
- Managing cross-border tax calculations
- Handling currency conversion for intercompany
- Setting up legal entity consolidation rules
- Using intercompany reconciliation reports
- Managing distributed order processing
- Configuring centralised payment models
- Implementing multi-GAAP reporting structures
Module 11: Financial Reporting and Analytics - Using Financial Reporting (FRx) designer
- Building custom income statements and balance sheets
- Creating cash flow statement templates
- Configuring segment and dimension-based reporting
- Exporting reports to Excel and PDF formats
- Setting up report bursting for distribution
- Integrating with Power BI dashboards
- Using saved views and personal reports
- Building real-time performance scorecards
- Generating statutory and management reports
Module 12: Integration with Power Platform - Connecting Finance and Operations with Power Automate
- Creating approval flows for financial transactions
- Automating journal submissions via flow
- Using Power Apps to build custom entry forms
- Embedding Power BI into workspaces
- Mapping data entities for integration
- Using Common Data Service for unified reporting
- Configuring data gateways for on-prem connectivity
- Monitoring integration health and errors
- Building self-service financial portals
Module 13: Data Migration and Management - Using Data Management Framework (DMF)
- Setting up data projects and entities
- Importing chart of accounts and dimensions
- Migrating open transactions and balances
- Validating data after migration
- Using templates for consistent data loads
- Configuring data packages and recurring imports
- Setting up data validation rules
- Exporting legacy system data for audit
- Managing data deletion and retention policies
Module 14: Month-End and Year-End Close - Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Connecting Finance and Operations with Power Automate
- Creating approval flows for financial transactions
- Automating journal submissions via flow
- Using Power Apps to build custom entry forms
- Embedding Power BI into workspaces
- Mapping data entities for integration
- Using Common Data Service for unified reporting
- Configuring data gateways for on-prem connectivity
- Monitoring integration health and errors
- Building self-service financial portals
Module 13: Data Migration and Management - Using Data Management Framework (DMF)
- Setting up data projects and entities
- Importing chart of accounts and dimensions
- Migrating open transactions and balances
- Validating data after migration
- Using templates for consistent data loads
- Configuring data packages and recurring imports
- Setting up data validation rules
- Exporting legacy system data for audit
- Managing data deletion and retention policies
Module 14: Month-End and Year-End Close - Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Defining pre-close checklists and controls
- Running consolidation and revaluation processes
- Executing foreign currency revaluation
- Finalising intercompany eliminations
- Running trial balance and ledger reconciliation
- Completing fixed asset depreciation postings
- Generating closing journals and adjustments
- Performing financial statement finalisation
- Setting up close task lists and ownership
- Using close monitoring workspaces for visibility
Module 15: Tax Configuration and Compliance - Setting up sales tax codes and groups
- Configuring use tax and VAT reporting
- Managing tax authorities and jurisdictions
- Automating tax calculation on transactions
- Setting up withholding tax for vendors and customers
- Using tax harmonisation and exemption codes
- Generating tax provision reports
- Filing VAT returns via submission portals
- Validating tax outputs for audit
- Configuring tax settlement and payment journals
Module 16: Audit and Internal Controls - Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Setting up audit policies and monitoring rules
- Using audit workbench and change tracking
- Generating financial transaction audit trails
- Configuring segregation of duties (SoD)
- Running conflict detection reports
- Setting up journal approval controls
- Monitoring unposted transactions and drafts
- Using electronic signatures and attestations
- Generating control dashboards for compliance
- Preparing for SOX and internal audits
Module 17: Project and Cost Management Integration - Setting up project categories and cost structures
- Configuring project posting profiles
- Integrating project costing with general ledger
- Tracking time and expense accruals
- Managing project budgets and forecasting
- Handling project invoicing and revenue recognition
- Using project performance dashboards
- Setting up project WIP (Work in Progress)
- Generating project financial reports
- Managing multi-currency project accounting
Module 18: Advanced Financial Features - Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Configuring financial workflows and approvals
- Setting up transaction reversal policies
- Using consolidation companies and eliminations
- Managing financial accruals and deferrals
- Implementing ledger suspense accounts
- Configuring multi-book accounting
- Setting up parallel ledgers for tax reporting
- Using financial dimensions for granular tracking
- Enabling deferred revenue and amortisation
- Handling reclassifications and corrections
Module 19: Globalisation and Localisation - Configuring country-specific legal reporting
- Setting up local tax authorities and forms
- Adapting to regional bank practices
- Managing local compliance requirements
- Implementing reporting in local languages
- Using regional financial closing rules
- Configuring local payroll interfaces
- Integrating with government e-filing systems
- Setting up local document numbering
- Managing regional chart of accounts variations
Module 20: Certification Prep and Implementation Roadmap - Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service
- Reviewing key certification exam objectives
- Practicing scenario-based financial configurations
- Building a real-world implementation plan
- Documenting design decisions and rationale
- Creating a gap analysis for current environment
- Developing a phased rollout strategy
- Staging user acceptance testing (UAT) plans
- Preparing training materials and documentation
- Finalising post-go-live support model
- Earning your Certificate of Completion from The Art of Service