Finance On-Demand Webinar Series

Maintain the Financial Health of your Organization

Watch webinars in this 4-part Accounting/Finance series!

As a Dynamics SL professional in finance, you're tasked with overseeing budgeting and financial analysis. You need to leverage integrated tools that make these budgeting tasks more efficient. Let the community educate you on how to best leverage these tools so as to make better business decisions.

Webinar recordings are available exclusively to User Group members.
3 Person conversation

Watch Recordings

GL, AP, AR Closing Practices - Month End & Year End

​Don’t miss this session to garner a deeper understanding for common Microsoft Dynamics SL closing issues, understand how to better utilize period sensitive reporting, and improve your closing process.

 

Financial Statement Boot Camp Using Management Reporter 

This session will walk you through the basics of building trial balance statements, company income statements and departmental income statements using Management Reporter. This session is perfect for anyone who has never worked with Management Reporter as well as intermediate users.

Upon completion, participants will be able to build a:

  • summary trial balance statement
  • company-wide income statement
  • departmental income statement

 

Management Reporter – Year End Reporting, Audi Schedules & Upkeep for Next Year

Learn some recommended maintenance and upkeep tips for Management Reporter as you prepare for year-end, and in general all year round, to keep Management Reporter running smoothly. We will review a variety of reports to help with month-end, year-end, auditing, and general financial analysis. Several tips and tricks will be shared!

 

Forecaster – Steps for Next Year’s Budget

Have another budget/forecast to prepare for in Microsoft Forecaster and not sure what setup is needed? There are routine steps to prepare for next year’s budget in Microsoft Forecaster. Come learn the steps needed and see the most efficient way to setup and maintain Forecaster. We will walk through creating periods, columns, input sets and using the copy plan wizard. Other topics include reports, menus, tasks and locking data.