Magno Pereira Dynamics 365 Finance and SCM Blog

Magno Pereira Dynamics 365 Blog

Dynamics 365 Finance, Supply Chain, and Commerce

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Prevent cheque fraud with positive pay files

June 1, 2020

Prevent your business from fraudulent cheques. Although the cheque usage dropped or has been phase-out, registered fraud has increased according to UK Finance.

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Electronic reporting – configure the vendor payment filename

May 28, 2020

As an accounts payable clerk, when I generate a vendor payment, I would like to export the payment file with a specific name to be easier to identify the payment.

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Deleting data with data management tool

May 22, 2020

Why?

  • You have imported the zip/postal codes incorrectly. Now you want to delete them. However, you can’t delete them in mass in the form.
  • Or you want to delete data from another table that there is no Excel add-in data connector.
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Financial period close workspace – business case

April 7, 2020

Why?

  • We aren’t happy with the whiteboard where we list all the month-end close tasks. Just available physically in the office and permanently cleaned by the facility services team.
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