Playing Tag with your General Ledger

Financial Tags offer a powerful way to track and analyze financial data in Dynamics 365 without overcomplicating your chart of accounts. In this session, we’ll cover what Financial Tags are, how to set them up, and the benefits they bring to transaction tracking and reporting. You’ll see a live demo following a tag from purchase order creation through invoice and vendor payment, and learn how to review and group tagged data in the general ledger.

Key Takeaways:

• Understand what Financial Tags are and how they can streamline financial reporting
• Learn how to create, configure, and manage different types of tags
• See how to enter and track tag data throughout transaction processes
• Explore how to analyze and group data by tags in the general ledger
• Get a glimpse of what’s ahead, including improved capabilities and roadmap highlights like defaulting rules and expanded tag functionality coming to D365