Create fiscal calendars, years, and periods in Dynamics 365 Finance
When you record financial data in Dynamics 365 Finance, you must include the date of the transaction. By using a fiscal calendar and breaking it down into segments of years and periods, you can post or record financial data to a predefined open period.
Learning objectives
In this module, you will learn how to:
- Differentiate between ledger and fiscal calendars.
- Configure and set up fiscal calendars, years, and periods.
- Create and use date intervals.
Prerequisites
- A basic understanding of finance and accounting processes.
- The ability to use Dynamics 365 Finance for basic processing.
- General knowledge of basic navigation in Dynamics 365 Finance.