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Project Management and Accounting Fixed Price Percent Complete Revenue Recognition Example

Thought of the Day: "You can choose to be great, but you can't choose what you're designed to be great at." – Ryan Holiday Tip of the Day: How does percentage-of-completion revenue recognition work for fixed-price projects? Watch this video for a practical example in Project Management and Accounting for D365 Finance and Supply Chain Management and see how project invoicing is separate from recognizing revenue. Until next time, keep your head in the cloud, and keep workin

Project Management and Accounting

2 days ago1 min read

How to post Tax to the Item GL account instead of the Tax Ledger Posting Group

Are you adding a “Sales Tax” line to purchase orders to post tax to the item’s General Ledger account? With a quick setup in D365 Finance and Supply Chain Management, you can eliminate that line and have the system post the tax amount directly to the item’s General Ledger account.

Tax

Oct 162 min read

How to run the D365 Tax Engine Debugger

Tip of the Day: If you use the built-in tax engine under Globalization Studio in D365 Finance and Supply Chain Management, take advantage of its debugger. It works in every environment, including Production, is easy to use, and can save you significant time.

Tax

Oct 111 min read

Project Management and Accounting - How to setup and create intercompany Time on Projects

Do you share resources across legal entities on Projects? Check out the video below to see how to setup Intercompany Projects, Transfer Pricing, and generate Intercompany Invoices for both Accounts Receivable and Accounts Payable in D365 Finance and Supply Chain Management.

Intercompany

Sep 251 min read

Subscription Billing - How to Create a Billing Schedule and a Deferral Schedule

Subscription Billing

Feb 160 min read

Author Jacquelyn Fletcher Johnson on the Head in the Cloud Podcast

What if you could get into a room full of decision makers? Where you can meet the agents, editors, producers, and bookers who hold the keys to the big stage, the bright lights, and the green lights? The Gateway Gathering & Pitch Fest is not just another virtual event. It's a doorway to the people who build platforms for visionaries and thought-leaders. If you're ready to get your ideas into the world in a bigger way, then let's get you through the gate.

Dec 23, 20252 min read

Bradley Thomas is on the Head in the Cloud Working Wise Podcast

With over a decade of experience as an accountant, Bradley’s career path took a fascinating turn when he entered the Microsoft ecosystem in 2020. Currently based in the UK and working for a global Medical Device manufacturer, he first made waves by joining the pivotal D365F&O implementation in 2022. After the project’s successful Go-Live, Bradley didn’t just settle, he advanced into the UK Financial Controller position before transitioning into the company’s Financial Systems

Podcast

Dec 22, 20251 min read

Reconciliation Workspace + Intelligent Agent with Brian King at Microsoft

Microsoft Dynamics 365 Finance (D365 FO) continues to elevate the financial close with its modern Reconciliation Workspace and the AI‑powered Account Reconciliation Agent. The workspace provides a proactive hub for identifying and managing reconciliation exceptions—moving teams away from reactive, report‑driven processes and toward a continuous close model. The Reconciliation Agent takes this a step further by automatically evaluating exceptions, suggesting recommended action

Agent

Dec 18, 20251 min read

Coach Megan Walsh is on the Head in the Cloud Working Wise Podcast

Head in the Cloud Working Wise Podcast with Megan Walsh

Head in the Clouds Working Wisw

Dec 17, 20251 min read

Duncan Stocks is on the Head in the Cloud Working Wise Podcast

Head in the Cloud Working Wise with Duncan Stocks

Podcast

Dec 16, 20251 min read

Do you need to add overhead costs to items you've purchased? In Microsoft Dynamics D365 Finance and Supply Chain, you can use the costing sheet to split overhead costs and allocate them to different general accounts and financial dimensions. For further details, please watch the video below.

Using the Costing Sheet to apply overhead costs to purchased items

Thought of the Day: "Start with the best opportunity available to you. If you make the most of what you have in front of you right now, better opportunities will become available as you go along." - James Clear Tip of the Day: Do you need to add overhead costs to items you've purchased? In Microsoft Dynamics D365 Finance and Supply Chain, you can use the costing sheet to split overhead costs and allocate them to different general accounts and financial dimensions. For furthe

Cost Management

Dec 5, 20252 min read

Why is the Budget Control check not working on my Purchase Order

In Microsoft Dynamics D365 Finance and Supply Chain, Budget Control ensures enough funds are available for purchases. Once basic budgeting is set up, activate budget control using the ledger, which defines accounts, currencies, and fiscal calendar. Select the financial dimensions needed for budgeting. If Budget Control isn’t triggered on a Purchase Order, simply follow the steps in this video to resolve it.

Budgeting

Sep 22, 20251 min read