D365 BC

Financial Reports with Account Schedules in Business Central

Budgeting and reporting are two critical activities for Finance professionals. Do you need to learn how to get started tackling them in Business Central or NAV? Join this in-depth training course to discover all you need to know to start creating and editing budgets and account schedules. This class is designed for the beginner or anyone who wants to review these processes.

This workshop aims to introduce you to budgets in Business Central and how to tie one in with an Account Schedule.

In the first half of the workshop, we will give you an overview of Account Schedules, by the end of which you will know how to:
• Create an Account Schedule
• Use Analysis Views
• Use Analysis Views in Account Schedules

During the budget overview, we will show you how to:
• Create and edit budgets
• Copy budgets
• Import and edit a budget in Excel

Student Access: To promote learning progression, students are given 30 days to complete this course. If more time is needed at the end of 30 days, simply reach out to us and we can extend your learning period.

Hours of recorded course content: 1:45
Expected hours to complete course: 2:00
Course Level: Basic
Prerequisites: None
Delivery Method: QAS Self Study/Online eLearning
Course Administrative Policies: https://skillup.dynamicsuser.net/about-us

  • Getting Started
  • Introduction (03:15)
  • Account Schedules
  • What Are Account Schedules? (08:25)
  • Creating an Account Schedule (06:02)
  • Column Layouts (15:33)
  • Analysis Views (19:39)
  • Final Notes on Account Schedules (09:33)
  • Budgets
  • How to Start Using Budgets (02:27)
  • Creating a Budget (06:45)
  • Exporting to and Importing from Excel (05:03)
  • Methods for Creating a Budget (05:59)
  • Budgets and Account Schedules (05:08)
  • Conclusion
  • Bringing It Together (04:03)
  • Recap (13:11)
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever