Get started with chart of accounts in Dynamics 365 Finance
Before you set up a chart of accounts, you should plan what the chart of accounts is going to look like. The definition of a chart of accounts can be different across industries and can be different for customers. This module explores the process of planning and setting up a chart of accounts that's tailored to meet the specific needs of a customer's finance department.
Learning objectives
This module explains the following concepts:
- Plan your chart of accounts.
- Understand multiple chart of accounts if your organization plans to use multiple legal entities.
- Set up a chart of accounts.
Prerequisites
- Basic understanding of finance and accounting processes
- Ability to use Dynamics 365 Finance for basic processing
- General knowledge of basic navigation in Dynamics 365 Finance