diff --git a/dynamics-nav-app/TOC.md b/dynamics-nav-app/TOC.md index 3b914869..2acca621 100644 --- a/dynamics-nav-app/TOC.md +++ b/dynamics-nav-app/TOC.md @@ -5,7 +5,7 @@ ## [Using Search for Page or Report](ui-search.md) ## [Sorting](ui-sorting.md) -# [Finance](finance-setup.md) +# [Finance](Finance.md) # [Sales](sales-manage-sales.md) # [Purchasing](purchasing-manage-purchasing.md) # [Inventory](inventory-manage-inventory.md) diff --git a/dynamics-nav-app/ToC.xml b/dynamics-nav-app/ToC.xml index 1d971617..a518cd25 100644 --- a/dynamics-nav-app/ToC.xml +++ b/dynamics-nav-app/ToC.xml @@ -17,9 +17,9 @@ <Node Name="Finance" DisplayName="Finance" Page="finance-setup.html"> <Node Name="GeneralLedger" DisplayName="The General Ledger and the Chart of Accounts" Page="finance-setup-general-ledger.html" /> <Node Name="Dimensions" DisplayName="Dimensions" Page="finance-setup-dimensions.html" /> - <Node Name="AccountSchedules" DisplayName="Account Schedules" Page="finance-setup-account-schedule.html" /> - <Node Name="DeferRevenuesExpenses" DisplayName="How to: Defer Revenues and Expenses" Page="finance-setup-how-defer-revenue-expenses.html" /> - <Node Name="ImportPayrollTransactions" DisplayName="How to: Import Payroll Transactions" Page="finance-setup-how-import-payroll-transactions.html" /> + <Node Name="AccountSchedules" DisplayName="Account Schedules" Page="finance-account-schedule.html" /> + <Node Name="DeferRevenuesExpenses" DisplayName="How to: Defer Revenues and Expenses" Page="finance-how-defer-revenue-expenses.html" /> + <Node Name="ImportPayrollTransactions" DisplayName="How to: Import Payroll Transactions" Page="finance-how-import-payroll-transactions.html" /> <Node Name="CloseYearsPeriods" DisplayName="Close Years and Periods" Page="year-close-years-periods.html" /> <Node Name="ManageReceivables" DisplayName="Manage Receivables" Page="receivables-manage-receivables.html"> <Node Name="ApplyPaymentsAutomaticallyReconcileBankAccounts" DisplayName="Apply Payments Automatically and Reconcile Bank Accounts" Page="receivables-apply-payments-auto-reconcile-bank-accounts.html" /> @@ -94,15 +94,15 @@ <Node Name="ReportSettings" DisplayName="Saved Settings on Reports" Page="reports-saving-reusing-settings.html"/> </Node> <Node Name="Setup" DisplayName="Set Up Your Dynamics NAV" Page="setup.html"> - <Node Name="SetUpFinance" DisplayName="Set Up Finance" Page="finance-setup-setup-finance-setup.html"> + <Node Name="SetUpFinance" DisplayName="Set Up Finance" Page="finance-setup-finance.html"> <Node Name="TransferYourData" DisplayName="Import Data from Other Finance Systems" Page="upload-data.html" /> - <Node Name="SetUpPostingPeriods" DisplayName="How to: Set Up Posting Periods" Page="finance-setup-how-specify-posting-periods.html" /> - <Node Name="SetUpPaymentMethods" DisplayName="How to: Set Up Payment Methods" Page="finance-setup-payment-methods.html" /> - <Node Name="SetUpCurr" DisplayName="How to: Set Up Currencies" Page="finance-setup-setup-currencies.html" /> - <Node Name="SetUpCheckLayouts" DisplayName="How to: Define Check Layouts" Page="finance-setup-how-define-check-layouts.html" /> - <Node Name="EnableApplnMultiCurr" DisplayName="How to: Allow Enable Application of Ledger Entries in Different Currencies" Page="finance-setup-how-enable-application-ledger-entries-different-currencies.html" /> - <Node Name="OpenFiscalYear" DisplayName="How to: Open a New Fiscal Year" Page="finance-setup-how-open-new-fiscal-year.html" /> - <Node Name="SetUpDimensions" DisplayName="Set Up Dimensions" Page="finance-setup-setup-dimensions.html" /> + <Node Name="SetUpPostingPeriods" DisplayName="How to: Set Up Posting Periods" Page="finance-how-specify-posting-periods.html" /> + <Node Name="SetUpPaymentMethods" DisplayName="How to: Set Up Payment Methods" Page="finance-payment-methods.html" /> + <Node Name="SetUpCurr" DisplayName="How to: Set Up Currencies" Page="finance-setup-currencies.html" /> + <Node Name="SetUpCheckLayouts" DisplayName="How to: Define Check Layouts" Page="finance-how-define-check-layouts.html" /> + <Node Name="EnableApplnMultiCurr" DisplayName="How to: Allow Enable Application of Ledger Entries in Different Currencies" Page="finance-how-enable-application-ledger-entries-different-currencies.html" /> + <Node Name="OpenFiscalYear" DisplayName="How to: Open a New Fiscal Year" Page="finance-how-open-new-fiscal-year.html" /> + <Node Name="SetUpDimensions" DisplayName="Set Up Dimensions" Page="finance-setup-dimensions.html" /> </Node> <Node Name="SetUpBanking" DisplayName="Set Up Banking" Page="bank-setup-banking.html"> <Node Name="SetUpBankAcc" DisplayName="How to: Set Up Bank Accounts" Page="bank-how-setup-bank-accounts.html"/> diff --git a/dynamics-nav-app/across-get-started.md b/dynamics-nav-app/across-get-started.md index d311d78a..87b75cb8 100644 --- a/dynamics-nav-app/across-get-started.md +++ b/dynamics-nav-app/across-get-started.md @@ -32,7 +32,7 @@ When you have run an assisted setup, it is marked as **Completed**. To run the a ## See Also [Setup](setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Customizing Dynamics NAV Using Extensions](ui-extensions.md) [Work With Dynamics NAV](ui-work-product.md) [Using Dynamics NAV as your Business Inbox in Outlook](across-outlook.md) diff --git a/dynamics-nav-app/across-outlook.md b/dynamics-nav-app/across-outlook.md index ec83bea9..0d9900c5 100644 --- a/dynamics-nav-app/across-outlook.md +++ b/dynamics-nav-app/across-outlook.md @@ -38,6 +38,6 @@ In the Document Links add-in, you can modify and take actions with the document, ## See Also [Welcome to Dynamics NAV](across-get-started.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Sales](sales-manage-sales.md) [Manage Purchasing](purchasing-manage-purchasing.md) diff --git a/dynamics-nav-app/ca-finance-tax.md b/dynamics-nav-app/ca-finance-tax.md index 1f745f3b..e1158d0f 100644 --- a/dynamics-nav-app/ca-finance-tax.md +++ b/dynamics-nav-app/ca-finance-tax.md @@ -18,6 +18,6 @@ For more information about sales tax, see [Sales Tax and Tax Groups in the US an The tax information in purchase documents is used to generate a GST/HST internet file transfer that you must provided to the tax authorities. This file includes goods and services tax (GST) and harmonized sales tax (HST). The file is created in a .tax file format, which can be transferred via the internet. ## See Also -[Finance](finance-setup.md) -[Set Up Finance](finance-setup-setup-finance-setup.md) +[Finance](Finance.md) +[Set Up Finance](finance-setup-finance.md) [Sales Tax and Tax Groups in the US and Canada](us-finance-setup-sales-tax.md) diff --git a/dynamics-nav-app/ca-finance-work-GiFI-codes.md b/dynamics-nav-app/ca-finance-work-GiFI-codes.md index 81bb0656..4e3ffd7e 100644 --- a/dynamics-nav-app/ca-finance-work-GiFI-codes.md +++ b/dynamics-nav-app/ca-finance-work-GiFI-codes.md @@ -54,5 +54,5 @@ You can export balance information using GIFI codes and save the exported file i * Negative numbers are represented as positive number in brackets. Accordingly, -123 is represented as (123). ## See Also -[Finance](finance-setup.md) -[Set Up Core Financial Processes](finance-setup-setup-finance-setup.md) +[Finance](Finance.md) +[Set Up Core Financial Processes](finance-setup-finance.md) diff --git a/dynamics-nav-app/fa-depreciation-methods.md b/dynamics-nav-app/fa-depreciation-methods.md index 0cf1d05c..1eef316c 100644 --- a/dynamics-nav-app/fa-depreciation-methods.md +++ b/dynamics-nav-app/fa-depreciation-methods.md @@ -339,5 +339,5 @@ When you enter an entry in B1 in the fixed asset G/L journal and place a check m ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-acquire.md b/dynamics-nav-app/fa-how-acquire.md index edf1b34b..b881670d 100644 --- a/dynamics-nav-app/fa-how-acquire.md +++ b/dynamics-nav-app/fa-how-acquire.md @@ -87,5 +87,5 @@ You can post the salvage value together with the acquisition cost from a fixed a ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-depreciate-amortize.md b/dynamics-nav-app/fa-how-depreciate-amortize.md index 4170076e..aa4c9821 100644 --- a/dynamics-nav-app/fa-how-depreciate-amortize.md +++ b/dynamics-nav-app/fa-how-depreciate-amortize.md @@ -90,5 +90,5 @@ The copied lines are created in either the fixed asset G/L journal or the fixed ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-dispose-retire.md b/dynamics-nav-app/fa-how-dispose-retire.md index 4e2d8c92..abd6ef92 100644 --- a/dynamics-nav-app/fa-how-dispose-retire.md +++ b/dynamics-nav-app/fa-how-dispose-retire.md @@ -39,5 +39,5 @@ The **General Ledger Entries** window opens where you can see the entries that t ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-insure.md b/dynamics-nav-app/fa-how-insure.md index 03e5830f..f37b5a7f 100644 --- a/dynamics-nav-app/fa-how-insure.md +++ b/dynamics-nav-app/fa-how-insure.md @@ -104,5 +104,5 @@ The fixed asset will be detached from the incorrect insurance policy, on the sec ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-maintain.md b/dynamics-nav-app/fa-how-maintain.md index 262924c0..344beec1 100644 --- a/dynamics-nav-app/fa-how-maintain.md +++ b/dynamics-nav-app/fa-how-maintain.md @@ -76,5 +76,5 @@ In the **Maintenance - Details** report, you can view or print maintenance ledge ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-manage-budgets.md b/dynamics-nav-app/fa-how-manage-budgets.md index 8b860d57..6fb959cd 100644 --- a/dynamics-nav-app/fa-how-manage-budgets.md +++ b/dynamics-nav-app/fa-how-manage-budgets.md @@ -51,5 +51,5 @@ You can use the **Fixed Asset - Projected Value** report to calculate future dep ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-revalue.md b/dynamics-nav-app/fa-how-revalue.md index 75dbe40e..ac05410c 100644 --- a/dynamics-nav-app/fa-how-revalue.md +++ b/dynamics-nav-app/fa-how-revalue.md @@ -109,5 +109,5 @@ If you did not select the **Depr. until FA Posting Date** check box, the asset w ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-setup-depreciation.md b/dynamics-nav-app/fa-how-setup-depreciation.md index 4ba36bf4..04c4e516 100644 --- a/dynamics-nav-app/fa-how-setup-depreciation.md +++ b/dynamics-nav-app/fa-how-setup-depreciation.md @@ -70,5 +70,5 @@ For each depreciation book, you define a default setup of templates and batches. ## See Also [Set Up Fixed Assets](fa-setup.md) [Manage Fixed Assets](fa-manage.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-setup-general.md b/dynamics-nav-app/fa-how-setup-general.md index 88e29463..ae0c4c13 100644 --- a/dynamics-nav-app/fa-how-setup-general.md +++ b/dynamics-nav-app/fa-how-setup-general.md @@ -102,5 +102,5 @@ If the fixed assets are not integrated with the general ledger, skip steps 4 thr ## See Also [Set Up Fixed Assets](fa-setup.md) [Manage Fixed Assets](fa-manage.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-setup-insurance.md b/dynamics-nav-app/fa-how-setup-insurance.md index 55fd6e4d..1449ef65 100644 --- a/dynamics-nav-app/fa-how-setup-insurance.md +++ b/dynamics-nav-app/fa-how-setup-insurance.md @@ -45,5 +45,5 @@ You can set up batches in an insurance journal template. The values in the journ ## See Also [Set Up Fixed Assets](fa-setup.md) [Manage Fixed Assets](fa-manage.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-setup-maintenance.md b/dynamics-nav-app/fa-how-setup-maintenance.md index 3adafa7c..14e3e393 100644 --- a/dynamics-nav-app/fa-how-setup-maintenance.md +++ b/dynamics-nav-app/fa-how-setup-maintenance.md @@ -34,5 +34,5 @@ To post maintenance costs, you must first enter an account number in the **FA Po ## See Also [Set Up Fixed Assets](fa-setup.md) [Manage Fixed Assets](fa-manage.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-how-trans-split-combine.md b/dynamics-nav-app/fa-how-trans-split-combine.md index b8603ea5..b4c4de88 100644 --- a/dynamics-nav-app/fa-how-trans-split-combine.md +++ b/dynamics-nav-app/fa-how-trans-split-combine.md @@ -65,5 +65,5 @@ You can combine multiple fixed assets into one fixed asset, for example when you ## See Also [Manage Fixed Assets](fa-manage.md) [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-manage.md b/dynamics-nav-app/fa-manage.md index 1c529826..8dd2228a 100644 --- a/dynamics-nav-app/fa-manage.md +++ b/dynamics-nav-app/fa-manage.md @@ -39,5 +39,5 @@ The following table describes a sequence of tasks, with links to the topics that ## See Also [Set Up Fixed Assets](fa-setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/fa-setup.md b/dynamics-nav-app/fa-setup.md index b650fa8f..161d0685 100644 --- a/dynamics-nav-app/fa-setup.md +++ b/dynamics-nav-app/fa-setup.md @@ -31,5 +31,5 @@ The following table describes a sequence of tasks, with links to the topics that ## See Also [Manage Fixed Assets](fa-manage.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/finance-account-schedule.md b/dynamics-nav-app/finance-account-schedule.md index 88a401c9..1278203d 100644 --- a/dynamics-nav-app/finance-account-schedule.md +++ b/dynamics-nav-app/finance-account-schedule.md @@ -24,6 +24,6 @@ This means that you can create as many customized financial statements as you wa ## Account Categories and Account Schedules You can use account categories to change the layout of your financial statements. When you have set up your account categories in the **G/L Account Categories** window, and you choose the **Generate Account Schedules** action, the underlying account schedules for the core financial reports are updated. the next time you run one of these reports, such as the balance statement, new totals and subentries are added, based on your changes. For more information, see [The General Ledger and the Chart of Accounts](finance-setup-general-ledger.md). ## See Also -[Finance](finance-setup.md) -[Set Up Finance](finance-setup-setup-finance-setup.md) +[Finance](Finance.md) +[Set Up Finance](finance-setup-finance.md) [The General Ledger and the Chart of Accounts](finance-setup-general-ledger.md) diff --git a/dynamics-nav-app/finance-dimensions.md b/dynamics-nav-app/finance-dimensions.md index 5a5885f0..ee56ca9b 100644 --- a/dynamics-nav-app/finance-dimensions.md +++ b/dynamics-nav-app/finance-dimensions.md @@ -29,5 +29,5 @@ A dimension set is a unique combination of dimension values. It is stored as dim When you create a new journal line, document header, or document line, you can specify a combination of dimension values. Instead of explicitly storing each dimension value in the database, a dimension set ID is assigned to the journal line, document header, or document line to specify the dimension set. ## See Also -[Finance](finance-setup.md) -[Set Up Dimensions](finance-setup-setup-dimensions.md) +[Finance](Finance.md) +[Set Up Dimensions](finance-setup-dimensions.md) diff --git a/dynamics-nav-app/finance-general-ledger.md b/dynamics-nav-app/finance-general-ledger.md index ba5f5f8b..787a9dff 100644 --- a/dynamics-nav-app/finance-general-ledger.md +++ b/dynamics-nav-app/finance-general-ledger.md @@ -33,6 +33,6 @@ You can group the account categories by indenting individual subcategories. This For each subcategory, you can specify if accounts of this category must be included in specific types of financial reports. The account categories help define the layout of your financial statements. For example, the default balance statement has a single entry for cash under assets. If you want the balance statement to have subentries for petty cash and your checking account, then you can add two new subcategories, specify the additional report definition Cash Accounts for each of them, and indent them under the Cash subcategory. Then, when you have generated account schedules based on your changes, your next balance statement will show a total balance for cash and two lines with balances for petty cash and the checking account. ##See Also -[Finance](finance-setup.md) -[Set Up or Change the Chart of Accounts](finance-setup-setup-chart-accounts.md) -[Account Schedules](finance-setup-account-schedule.md) +[Finance](Finance.md) +[Set Up or Change the Chart of Accounts](finance-setup-chart-accounts.md) +[Account Schedules](finance-account-schedule.md) diff --git a/dynamics-nav-app/finance-how-defer-revenue-expenses.md b/dynamics-nav-app/finance-how-defer-revenue-expenses.md index b2d198e2..3f955842 100644 --- a/dynamics-nav-app/finance-how-defer-revenue-expenses.md +++ b/dynamics-nav-app/finance-how-defer-revenue-expenses.md @@ -76,6 +76,6 @@ G/L entries to be posted to the specified deferral account, for example, Unearne 3. Choose the **Preview** button. ## See Also -[Finance](finance-setup.md) -[Set Up Core Financial Processes](finance-setup-setup-finance-setup.md) +[Finance](Finance.md) +[Set Up Core Financial Processes](finance-setup-finance.md) [How to: Work With General Journals](ui-work-general-journals.md) diff --git a/dynamics-nav-app/finance-how-import-payroll-transactions.md b/dynamics-nav-app/finance-how-import-payroll-transactions.md index 9a040da3..abff4180 100644 --- a/dynamics-nav-app/finance-how-import-payroll-transactions.md +++ b/dynamics-nav-app/finance-how-import-payroll-transactions.md @@ -23,5 +23,5 @@ To account for salary payments and related transactions, you must import and pos 4. Edit or post the journal lines as for any other general ledger transactions. For more information, see [How to: Work With General Journals](ui-work-general-journals.md). ## See Also -[Finance](finance-setup.md) +[Finance](Finance.md) [How to: Work With General Journals](ui-work-general-journals.md) diff --git a/dynamics-nav-app/finance-how-open-new-fiscal-year.md b/dynamics-nav-app/finance-how-open-new-fiscal-year.md index 7fdc7a68..7ed08adc 100644 --- a/dynamics-nav-app/finance-how-open-new-fiscal-year.md +++ b/dynamics-nav-app/finance-how-open-new-fiscal-year.md @@ -25,6 +25,6 @@ The accounting periods are added to the page. The **Starting Date** and **Name** ## See Also -[How to: Specify Posting Periods](finance-setup-how-specify-posting-periods.md) +[How to: Specify Posting Periods](finance-how-specify-posting-periods.md) [How to: Post the Year-End Closing Entry](year-how-post-year-end-close-entry.md) -[Finance](finance-setup.md) +[Finance](Finance.md) diff --git a/dynamics-nav-app/finance-how-specify-posting-periods.md b/dynamics-nav-app/finance-how-specify-posting-periods.md index ecc0e193..5dc1f514 100644 --- a/dynamics-nav-app/finance-how-specify-posting-periods.md +++ b/dynamics-nav-app/finance-how-specify-posting-periods.md @@ -24,5 +24,5 @@ The dates that you define here apply to the company and to all users. ## See Also -[Finance](finance-setup.md) +[Finance](Finance.md) [Completing Period-End Processes](year-how-complete-period-end-processes.md) diff --git a/dynamics-nav-app/finance-payment-methods.md b/dynamics-nav-app/finance-payment-methods.md index 01cfe5a8..076c3245 100644 --- a/dynamics-nav-app/finance-payment-methods.md +++ b/dynamics-nav-app/finance-payment-methods.md @@ -15,4 +15,4 @@ Payment methods define how an invoice will be paid. You can set up any number of Payment methods are linked to vendors in order to specify how an invoice from the specific vendor must be paid. ## See Also -[Finance](finance-setup.md) +[Finance](Finance.md) diff --git a/dynamics-nav-app/finance-setup-dimensions.md b/dynamics-nav-app/finance-setup-dimensions.md index 9fd42966..6e031da2 100644 --- a/dynamics-nav-app/finance-setup-dimensions.md +++ b/dynamics-nav-app/finance-setup-dimensions.md @@ -29,4 +29,4 @@ Finally, you can also make a dimension required, so that it is not possible to p ## See Also [Dimensions](finance-setup-dimensions.md) -[Set Up Core Financial Processes](finance-setup-setup-finance-setup.md) +[Set Up Core Financial Processes](finance-setup-finance.md) diff --git a/dynamics-nav-app/finance-setup-finance.md b/dynamics-nav-app/finance-setup-finance.md index f99ede06..a43a0fc2 100644 --- a/dynamics-nav-app/finance-setup-finance.md +++ b/dynamics-nav-app/finance-setup-finance.md @@ -18,11 +18,11 @@ The following table describes a sequence of tasks, with links to the topics that | To | See | |---------------------------------------------------------------------|--------------------------| -|Choose how you want to handle payments of your vendors.|[Payment Methods](finance-setup-payment-methods.md)| -|Set up fiscal periods.|[How to: Open a New Fiscal Year](finance-setup-how-open-new-fiscal-year.md)| -|Set up additional currencies if you have international trade.|[Set Up Currencies](finance-setup-setup-currencies.md)| -|Add dimensions for richer business intelligence.|[Set Up Dimensions](finance-setup-setup-dimensions.md)| -|Add new accounts to the existing chart of accounts.|[Set Up the Chart of Accounts](finance-setup-setup-chart-accounts.md)| +|Choose how you want to handle payments of your vendors.|[Payment Methods](finance-payment-methods.md)| +|Set up fiscal periods.|[How to: Open a New Fiscal Year](finance-how-open-new-fiscal-year.md)| +|Set up additional currencies if you have international trade.|[Set Up Currencies](finance-setup-currencies.md)| +|Add dimensions for richer business intelligence.|[Set Up Dimensions](finance-setup-dimensions.md)| +|Add new accounts to the existing chart of accounts.|[Set Up the Chart of Accounts](finance-setup-chart-accounts.md)| diff --git a/dynamics-nav-app/finance-setup.md b/dynamics-nav-app/finance.md similarity index 84% rename from dynamics-nav-app/finance-setup.md rename to dynamics-nav-app/finance.md index 872b644c..28054b5e 100644 --- a/dynamics-nav-app/finance-setup.md +++ b/dynamics-nav-app/finance.md @@ -26,14 +26,14 @@ The following table describes a sequence of tasks, with links to the topics that |Reconcile bank accounts and transfer funds between bank accounts.|[Manage Bank Accounts](bank-manage-bank-accounts.md)| |Understand the general ledger and the chart of accounts.|[The General Ledger and the Chart of Accounts](finance-setup-general-ledger.md)| |Add dimensions for richer business intelligence.|[Dimensions](finance-setup-dimensions.md)| -|Use account schedules to get detailed insights into your financial data.|[Account Schedules](finance-setup-account-schedule.md)| -|Recognize revenues and expenses in other periods than when the transactions were posted.|[How to: Defer Revenues and Expenses](finance-setup-how-defer-revenue-expenses.md)| -|Import salary transactions from your payroll provider into the general ledger.|[How to: Import Payroll Transactions](finance-setup-how-import-payroll-transactions.md)| -|Open a fiscal year.|[How to: Open a New Fiscal Year](finance-setup-how-open-new-fiscal-year.md)| +|Use account schedules to get detailed insights into your financial data.|[Account Schedules](finance-account-schedule.md)| +|Recognize revenues and expenses in other periods than when the transactions were posted.|[How to: Defer Revenues and Expenses](finance-how-defer-revenue-expenses.md)| +|Import salary transactions from your payroll provider into the general ledger.|[How to: Import Payroll Transactions](finance-how-import-payroll-transactions.md)| +|Open a fiscal year.|[How to: Open a New Fiscal Year](finance-how-open-new-fiscal-year.md)| |Prepare to close a fiscal year or period.|[Close Years and Periods](year-close-years-periods.md)| ##See Also -[Set Up Core Financial Processes](finance-setup-setup-finance-setup.md) +[Set Up Core Financial Processes](finance-setup-finance.md) [Sales](sales-manage-sales.md) [Purchasing](purchasing-manage-purchasing.md) [Close Fiscal Periods](year-close-years-periods.md) diff --git a/dynamics-nav-app/index.md b/dynamics-nav-app/index.md index 93f82011..36d041a1 100644 --- a/dynamics-nav-app/index.md +++ b/dynamics-nav-app/index.md @@ -35,7 +35,7 @@ Home pages use a role-centric design to give you fast access to the business pro ## See Also [Working with [!INCLUDE[navnow](includes/navnow_md.md)]](ui-work-product.md) [Setting Up [!INCLUDE[navnow](includes/navnow_md.md)]](setup.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Customizing [!INCLUDE[navnow](includes/navnow_md.md)] Using Extensions](ui-extensions.md) [Using [!INCLUDE[navnow](includes/navnow_md.md)] as my Business Inbox in Outlook](across-outlook.md) [Getting [!INCLUDE[navnow](includes/navnow_md.md)] on Your Mobile Device](install-mobile-app.md) diff --git a/dynamics-nav-app/pages/N_100.htm b/dynamics-nav-app/pages/N_100.htm index 73491a4c..4a239070 100644 --- a/dynamics-nav-app/pages/N_100.htm +++ b/dynamics-nav-app/pages/N_100.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-how-specify-posting-periods.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-how-specify-posting-periods.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_118.htm b/dynamics-nav-app/pages/N_118.htm index 68fb5ee9..62b6bab4 100644 --- a/dynamics-nav-app/pages/N_118.htm +++ b/dynamics-nav-app/pages/N_118.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-chart-accounts.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-chart-accounts.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_119.htm b/dynamics-nav-app/pages/N_119.htm index 68fb5ee9..62b6bab4 100644 --- a/dynamics-nav-app/pages/N_119.htm +++ b/dynamics-nav-app/pages/N_119.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-chart-accounts.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-chart-accounts.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_120.htm b/dynamics-nav-app/pages/N_120.htm index 68fb5ee9..62b6bab4 100644 --- a/dynamics-nav-app/pages/N_120.htm +++ b/dynamics-nav-app/pages/N_120.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-chart-accounts.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-chart-accounts.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_121.htm b/dynamics-nav-app/pages/N_121.htm index 68fb5ee9..62b6bab4 100644 --- a/dynamics-nav-app/pages/N_121.htm +++ b/dynamics-nav-app/pages/N_121.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-chart-accounts.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-chart-accounts.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_16.htm b/dynamics-nav-app/pages/N_16.htm index 68fb5ee9..62b6bab4 100644 --- a/dynamics-nav-app/pages/N_16.htm +++ b/dynamics-nav-app/pages/N_16.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-chart-accounts.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-chart-accounts.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_17.htm b/dynamics-nav-app/pages/N_17.htm index 68fb5ee9..62b6bab4 100644 --- a/dynamics-nav-app/pages/N_17.htm +++ b/dynamics-nav-app/pages/N_17.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-chart-accounts.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-chart-accounts.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_18.htm b/dynamics-nav-app/pages/N_18.htm index 68fb5ee9..62b6bab4 100644 --- a/dynamics-nav-app/pages/N_18.htm +++ b/dynamics-nav-app/pages/N_18.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-chart-accounts.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-chart-accounts.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_4.htm b/dynamics-nav-app/pages/N_4.htm index 577f89e1..b0d6d516 100644 --- a/dynamics-nav-app/pages/N_4.htm +++ b/dynamics-nav-app/pages/N_4.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-payment-methods.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-payment-methods.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_5.htm b/dynamics-nav-app/pages/N_5.htm index b7c27bbb..e7b9814d 100644 --- a/dynamics-nav-app/pages/N_5.htm +++ b/dynamics-nav-app/pages/N_5.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-currencies.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-currencies.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/pages/N_511.htm b/dynamics-nav-app/pages/N_511.htm index b7c27bbb..e7b9814d 100644 --- a/dynamics-nav-app/pages/N_511.htm +++ b/dynamics-nav-app/pages/N_511.htm @@ -1 +1 @@ -<meta http-equiv="refresh" content="0; URL='finance-setup-setup-currencies.html'" /> \ No newline at end of file +<meta http-equiv="refresh" content="0; URL='finance-setup-currencies.html'" /> \ No newline at end of file diff --git a/dynamics-nav-app/payables-how-apply-purchase-transactions-manually.md b/dynamics-nav-app/payables-how-apply-purchase-transactions-manually.md index e0569b95..e7778ffb 100644 --- a/dynamics-nav-app/payables-how-apply-purchase-transactions-manually.md +++ b/dynamics-nav-app/payables-how-apply-purchase-transactions-manually.md @@ -84,7 +84,7 @@ If you buy from a vendor in one currency and make payment in another currency, y If you apply an entry (Entry 1) in one currency to an entry (Entry 2) in a different currency, the posting date on Entry 1 is used to find the relevant exchange rate to convert amounts on Entry 2. The relevant exchange rate is found in the **Currency Exchange Rates** window. -Applying vendor ledger entries in different currencies must be enabled. For more information, see [How to: Enable Application of Ledger Entries in Different Currencies](finance-setup-how-enable-application-ledger-entries-different-currencies.md) +Applying vendor ledger entries in different currencies must be enabled. For more information, see [How to: Enable Application of Ledger Entries in Different Currencies](finance-how-enable-application-ledger-entries-different-currencies.md) 1. In the top right corner, choose the **Search for Page or Report** icon, enter **Payment Journal**, and choose the related link. 2. Open the journal you want, and fill in the first empty journal line using a currency code. diff --git a/dynamics-nav-app/payables-how-work-checks.md b/dynamics-nav-app/payables-how-work-checks.md index 2ba0f350..f0ee0836 100644 --- a/dynamics-nav-app/payables-how-work-checks.md +++ b/dynamics-nav-app/payables-how-work-checks.md @@ -15,7 +15,7 @@ Dynamics NAV supports electronic and manual check issuance. Both methods use the The process of issuing checks suggests payments, creates ledger entries, and prints the computer checks. -Your printer must be correctly set up with the check forms, and you must define which check layout to use. For more information, see [How to: Define Check Layouts](finance-setup-how-define-check-layouts.md) +Your printer must be correctly set up with the check forms, and you must define which check layout to use. For more information, see [How to: Define Check Layouts](finance-how-define-check-layouts.md) ## To issue checks 1. In the top right corner, choose the **Search for Page or Report** icon, enter **Payment Journals**, and then choose the related link. diff --git a/dynamics-nav-app/projects-how-create-jobs.md b/dynamics-nav-app/projects-how-create-jobs.md index 362ca4a5..3103a887 100644 --- a/dynamics-nav-app/projects-how-create-jobs.md +++ b/dynamics-nav-app/projects-how-create-jobs.md @@ -61,7 +61,7 @@ A job planning line can have one of the following types. ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-invoice-jobs.md b/dynamics-nav-app/projects-how-invoice-jobs.md index 7cf8d939..a350fd61 100644 --- a/dynamics-nav-app/projects-how-invoice-jobs.md +++ b/dynamics-nav-app/projects-how-invoice-jobs.md @@ -66,7 +66,7 @@ When you have completed all activities for a job, including usage posting and in ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-manage-budgets.md b/dynamics-nav-app/projects-how-manage-budgets.md index a3124f22..f615564e 100644 --- a/dynamics-nav-app/projects-how-manage-budgets.md +++ b/dynamics-nav-app/projects-how-manage-budgets.md @@ -41,7 +41,7 @@ For information about recording budgeted versus actual job prices and costs, see ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-manage-project-supplies.md b/dynamics-nav-app/projects-how-manage-project-supplies.md index 3740d6ad..e6d5ef50 100644 --- a/dynamics-nav-app/projects-how-manage-project-supplies.md +++ b/dynamics-nav-app/projects-how-manage-project-supplies.md @@ -47,7 +47,7 @@ If you incur extraordinary or one-time job expenses, you can use the **Job G/L J ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-monitor-progress-performance.md b/dynamics-nav-app/projects-how-monitor-progress-performance.md index 59ef3433..1d06d313 100644 --- a/dynamics-nav-app/projects-how-monitor-progress-performance.md +++ b/dynamics-nav-app/projects-how-monitor-progress-performance.md @@ -83,7 +83,7 @@ In the **Job Ledger Entries** window you can review the entries that are associa ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-record-job-usage.md b/dynamics-nav-app/projects-how-record-job-usage.md index df615901..37b60415 100644 --- a/dynamics-nav-app/projects-how-record-job-usage.md +++ b/dynamics-nav-app/projects-how-record-job-usage.md @@ -81,7 +81,7 @@ After you have posted job journal lines, you can see the planning lines that are ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-setup-jobs.md b/dynamics-nav-app/projects-how-setup-jobs.md index 3a372bb0..de5b8775 100644 --- a/dynamics-nav-app/projects-how-setup-jobs.md +++ b/dynamics-nav-app/projects-how-setup-jobs.md @@ -75,7 +75,7 @@ The value in the **Unit Price** field for the general ledger job expense will be ## To set up job posting groups One aspect of planning jobs is deciding which posting accounts to use for job costing. To be able to post jobs, you set up accounts for posting for each job posting group. A posting group represents a link between the job and how it should be treated in the general ledger. When you create a job, you specify a posting group, and by default, each task you create for the job is associated with that posting group. However, as you create tasks, you can override the default and select a posting group that is more appropriate. -**Note**: The necessary accounts in the chart of accounts must be set up before you set up posting groups. For more information, see [Set Up or Change the Chart of Accounts](finance-setup-setup-chart-accounts.md). +**Note**: The necessary accounts in the chart of accounts must be set up before you set up posting groups. For more information, see [Set Up or Change the Chart of Accounts](finance-setup-chart-accounts.md). 1. In the top right corner, choose the **Search for Page or Report** icon, enter **Job Posting Groups**, and then choose the related link. 2. Choose the **New** action, and then fill in the account fields as described in the following table. @@ -101,7 +101,7 @@ One aspect of planning jobs is deciding which posting accounts to use for job co ## See Also [Set Up Project Management](projects-setup-projects.md) [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-setup-resources.md b/dynamics-nav-app/projects-how-setup-resources.md index 1ba86659..77fc428f 100644 --- a/dynamics-nav-app/projects-how-setup-resources.md +++ b/dynamics-nav-app/projects-how-setup-resources.md @@ -64,7 +64,7 @@ In addition to price specified on the resource card, you can set up alternate pr ## See Also [Set Up Project Management](projects-setup-projects.md) [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-setup-time-sheets.md b/dynamics-nav-app/projects-how-setup-time-sheets.md index db448c38..fbf96f2c 100644 --- a/dynamics-nav-app/projects-how-setup-time-sheets.md +++ b/dynamics-nav-app/projects-how-setup-time-sheets.md @@ -52,7 +52,7 @@ When you have set up time sheets, you can create time sheets for resources, assi ## See Also [Set Up Project Management](projects-setup-projects.md) [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-use-resources.md b/dynamics-nav-app/projects-how-use-resources.md index ae31e232..59a78767 100644 --- a/dynamics-nav-app/projects-how-use-resources.md +++ b/dynamics-nav-app/projects-how-use-resources.md @@ -58,7 +58,7 @@ If you have already set up alternate resource price for some resources, you can ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-how-use-time-sheets.md b/dynamics-nav-app/projects-how-use-time-sheets.md index 30e2a6bf..07bcee9b 100644 --- a/dynamics-nav-app/projects-how-use-time-sheets.md +++ b/dynamics-nav-app/projects-how-use-time-sheets.md @@ -138,7 +138,7 @@ After you have posted time sheets, you can archive them for future reference. Al ## See Also [Manage Projects](projects-manage-projects.md) [Set Up Project Management](projects-setup-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-manage-projects.md b/dynamics-nav-app/projects-manage-projects.md index ee4b97da..30967e77 100644 --- a/dynamics-nav-app/projects-manage-projects.md +++ b/dynamics-nav-app/projects-manage-projects.md @@ -33,5 +33,5 @@ The following table describes a sequence of tasks, with links to the topics that [Set Up Project Management](projects-setup-projects.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-setup-projects.md b/dynamics-nav-app/projects-setup-projects.md index a2068fe5..6f97fb42 100644 --- a/dynamics-nav-app/projects-setup-projects.md +++ b/dynamics-nav-app/projects-setup-projects.md @@ -25,7 +25,7 @@ The following table describes a sequence of tasks, with links to the topics that ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/projects-understanding-wip.md b/dynamics-nav-app/projects-understanding-wip.md index b23a14d1..9f4b5702 100644 --- a/dynamics-nav-app/projects-understanding-wip.md +++ b/dynamics-nav-app/projects-understanding-wip.md @@ -24,7 +24,7 @@ Dynamics NAV supports the following methods of calculating and recording the val ## See Also [Manage Projects](projects-manage-projects.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Manage Purchasing](purchasing-manage-purchasing.md) [Manage Sales](sales-manage-sales.md) [Work With Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/purchasing-setup-purchasing.md b/dynamics-nav-app/purchasing-setup-purchasing.md index 6774df93..6b0605e7 100644 --- a/dynamics-nav-app/purchasing-setup-purchasing.md +++ b/dynamics-nav-app/purchasing-setup-purchasing.md @@ -19,7 +19,7 @@ A separate series of tasks related to creating vendor master data is to record t The periodic activity of creating vendor cards for new vendors is covered in the Manage Purchasing section. For more information, see [How to: Register New Vendors](purchasing-how-register-new-vendors.md). -Finance-related purchase setup, such as payment methods and currencies, are covered in the Finance Setup section. For more information, see [Set Up Finance](finance-setup-setup-finance-setup.md). +Finance-related purchase setup, such as payment methods and currencies, are covered in the Finance Setup section. For more information, see [Set Up Finance](finance-setup-finance.md). |To |See | |---|----| diff --git a/dynamics-nav-app/receivables-how-apply-sales-transactions-manually.md b/dynamics-nav-app/receivables-how-apply-sales-transactions-manually.md index 6d6275b9..d76758cd 100644 --- a/dynamics-nav-app/receivables-how-apply-sales-transactions-manually.md +++ b/dynamics-nav-app/receivables-how-apply-sales-transactions-manually.md @@ -114,7 +114,7 @@ If you sell to a customer in one currency and receive payment in another currenc If you apply an entry (Entry 1) in one currency to an entry (Entry 2) in a different currency, the posting date on Entry 1 is used to find the relevant exchange rate to convert amounts on Entry 2. The relevant exchange rate is found in the **Currency Exchange Rates** window. -Applying customer ledger entries in different currencies must be enabled. For more information, see [How to: Enable Application of Ledger Entries in Different Currencies](finance-setup-how-enable-application-ledger-entries-different-currencies.md). +Applying customer ledger entries in different currencies must be enabled. For more information, see [How to: Enable Application of Ledger Entries in Different Currencies](finance-how-enable-application-ledger-entries-different-currencies.md). 1. In the top right corner, choose the **Search for Page or Report** icon, enter **Cash Receipts Journal**, and choose the related link. 2. Open the journal you want, and fill the first empty journal line using a currency code. diff --git a/dynamics-nav-app/sales-setup-sales.md b/dynamics-nav-app/sales-setup-sales.md index 878cc771..30087a1e 100644 --- a/dynamics-nav-app/sales-setup-sales.md +++ b/dynamics-nav-app/sales-setup-sales.md @@ -20,7 +20,7 @@ A separate series of tasks related to creating customer master data is to record The periodic activity of creating customer cards for new customers is covered in the Manage Sales section. For more information, see [How to: Register New Customers](sales-how-register-new-customers.md). -Finance-related sales setup, such as payment methods and currencies, are covered in the Finance Setup section. For more information, see [Set Up Finance](finance-setup-setup-finance-setup.md). +Finance-related sales setup, such as payment methods and currencies, are covered in the Finance Setup section. For more information, see [Set Up Finance](finance-setup-finance.md). |To |See | |---|----| diff --git a/dynamics-nav-app/setup.md b/dynamics-nav-app/setup.md index 1018dbf4..cad6e5c5 100644 --- a/dynamics-nav-app/setup.md +++ b/dynamics-nav-app/setup.md @@ -18,7 +18,7 @@ The following table describes a sequence of tasks, with links to the topics that | To | See | |---------------------------------------------------------------------|--------------------------| -|Set up core financial processes|[Finance](finance-setup-setup-finance-setup.md)| +|Set up core financial processes|[Finance](finance-setup-finance.md)| |Set up banking.|[Set Up Banking](bank-setup-banking.md)| |Set up sales processes.|[Set Up Sales](sales-setup-sales.md)| |Set up purchase processes.|[Set Up Purchasing](purchasing-setup-purchasing.md)| @@ -26,7 +26,7 @@ The following table describes a sequence of tasks, with links to the topics that |Get access to Azure services by registering your Dynamics NAV|[How to: Register Dynamics NAV in the Azure Management Portal](ui-how-register-dynamics-nav-azure.md)| ##See Also -[Finance](finance-setup.md) +[Finance](Finance.md) [Sales](sales-manage-sales.md) [Purchasing](purchasing-manage-purchasing.md) [Welcome to Dynamics NAV](across-get-started.md) diff --git a/dynamics-nav-app/ui-work-general-journals.md b/dynamics-nav-app/ui-work-general-journals.md index f5a75a33..eb9a75bb 100644 --- a/dynamics-nav-app/ui-work-general-journals.md +++ b/dynamics-nav-app/ui-work-general-journals.md @@ -32,5 +32,5 @@ A recurring journal is a general journal with specific fields for managing trans ## See Also [How to: Use Allocation Keys in General Journals](ui-how-use-allocation-keys-general-journals.md) -[Finance](finance-setup.md) +[Finance](Finance.md) [Work with Dynamics NAV](ui-work-product.md) diff --git a/dynamics-nav-app/upload-data.md b/dynamics-nav-app/upload-data.md index b471f786..b9c58d23 100644 --- a/dynamics-nav-app/upload-data.md +++ b/dynamics-nav-app/upload-data.md @@ -21,6 +21,6 @@ For example, if your IIF file includes customers and vendors, you can choose to The assisted setup includes an option to change the default configuration of the transfer, but we recommend that you only enter this advanced setup if you are familiar with database tables. In the vast majority of businesses, the default mapping from QuickBooks to Dynamics NAV will transfer the information that you want. ## See Also -[Finance](finance-setup.md) +[Finance](Finance.md) [Customizing Dynamics NAV Using Extensions](ui-extensions.md) [Set Up Your Dynamics NAV](setup.md) diff --git a/dynamics-nav-app/us-finance-sales-tax.md b/dynamics-nav-app/us-finance-sales-tax.md index f00962db..a9008cda 100644 --- a/dynamics-nav-app/us-finance-sales-tax.md +++ b/dynamics-nav-app/us-finance-sales-tax.md @@ -29,7 +29,7 @@ The **Tax Details** window shows different combinations of sales tax jurisdictio In the United States, when you sell to a customer at a location where you do not have a *situs*—or a legal location in that state—you do not collect sales tax. For locations in which you do not have a situs, ensure that both the **Tax Below Minimum** and **Tax Above Maximum** fields are 0.00. ## See Also -[Finance](finance-setup.md) -[Set Up Finance](finance-setup-setup-finance-setup.md) +[Finance](Finance.md) +[Set Up Finance](finance-setup-finance.md) [Sales Tax and Goods and Services Tax in Canada](ca-finance-setup-tax.md) [Sales Tax setup made easy](https://madeira.microsoft.com/en-us/blog/sales-tax-setup-made-easy) diff --git a/dynamics-nav-app/year-close-account-periods.md b/dynamics-nav-app/year-close-account-periods.md index 0ff2cc97..7caf6adc 100644 --- a/dynamics-nav-app/year-close-account-periods.md +++ b/dynamics-nav-app/year-close-account-periods.md @@ -30,4 +30,4 @@ After a fiscal year is closed, you must close the income statement accounts and ## See Also [Close Books](year-close-books.md) [How to: Post the Year-End Closing Entry](year-how-post-year-end-close-entry.md) -[How to: Open a New Fiscal Year](finance-setup-how-open-new-fiscal-year.md) +[How to: Open a New Fiscal Year](finance-how-open-new-fiscal-year.md) diff --git a/dynamics-nav-app/year-close-books.md b/dynamics-nav-app/year-close-books.md index 5fe45731..3971fac2 100644 --- a/dynamics-nav-app/year-close-books.md +++ b/dynamics-nav-app/year-close-books.md @@ -46,4 +46,4 @@ The system then generates a closing entry, but it does not post the entry automa You can post in a previous fiscal year, even after the income statement accounts have been closed, if you run the Close Income Statement batch job again afterward. ## See Also -[How to: Open a New Fiscal Year](finance-setup-how-open-new-fiscal-year.md) +[How to: Open a New Fiscal Year](finance-how-open-new-fiscal-year.md) diff --git a/dynamics-nav-app/year-close-income-statement.md b/dynamics-nav-app/year-close-income-statement.md index 00114a92..94f5e4ae 100644 --- a/dynamics-nav-app/year-close-income-statement.md +++ b/dynamics-nav-app/year-close-income-statement.md @@ -29,4 +29,4 @@ The **Close Income Statement** batch job can be used several times. You can post ## See Also [Close Books](year-close-books.md) [How to: Post the Year-End Closing Entry](year-how-post-year-end-close-entry.md) -[How to: Open a New Fiscal Year](finance-setup-how-open-new-fiscal-year.md) +[How to: Open a New Fiscal Year](finance-how-open-new-fiscal-year.md) diff --git a/dynamics-nav-app/year-close-years-periods.md b/dynamics-nav-app/year-close-years-periods.md index 52122f6b..82df509f 100644 --- a/dynamics-nav-app/year-close-years-periods.md +++ b/dynamics-nav-app/year-close-years-periods.md @@ -16,13 +16,13 @@ The following table provides an overview of tasks that you typically perform to |To |See | |-------|----------------------| -|Specify system-wide and user-specific posting date ranges. Depending on your business needs, you may want to restrict user posting date ranges at the start of the period-end process or after it.|[How to: Specify Posting Periods](finance-setup-how-specify-posting-periods.md)| +|Specify system-wide and user-specific posting date ranges. Depending on your business needs, you may want to restrict user posting date ranges at the start of the period-end process or after it.|[How to: Specify Posting Periods](finance-how-specify-posting-periods.md)| |Get an overview of activities that are commonly performed at the end of a period, such as posting all documents and journals, or running account schedules.|[Close Periods](year-how-complete-period-end-processes.md)| -|Update currency exchange rates and adjust the exchange rates of posted customer, vendor, and bank account entries.|[How to: Adjust Currency Exchange Rates](finance-setup-setup-currencies.md)| +|Update currency exchange rates and adjust the exchange rates of posted customer, vendor, and bank account entries.|[How to: Adjust Currency Exchange Rates](finance-setup-currencies.md)| |Allocate costs and income among accounts and dimensions.|[Allocate Costs and Income](year-allocate-costs-income.md)| |Print reports to verify general ledger, customer, vendor and bank account balances before closing a period.|[Prepare Pre-Closing Reports](year-prepare-preclose-reports.md)| |Close accounting periods and fiscal year, transfer income statement balances to balance sheet accounts and post the year end closing entry.|[Close Books](year-close-books.md)| |Print reports that can assist you in creating financial statements.|[Prepare Closing Statements](year-prepare-close-statements.md)| ## See Also -[How to: Open a New Fiscal Year](finance-setup-how-open-new-fiscal-year.md) +[How to: Open a New Fiscal Year](finance-how-open-new-fiscal-year.md) diff --git a/dynamics-nav-app/year-how-complete-period-end-processes.md b/dynamics-nav-app/year-how-complete-period-end-processes.md index 24406c86..9ca09972 100644 --- a/dynamics-nav-app/year-how-complete-period-end-processes.md +++ b/dynamics-nav-app/year-how-complete-period-end-processes.md @@ -15,7 +15,7 @@ The application does not force you to close periods, however, there are many per ## General Ledger * Specify system-wide and user-specific posting period. - This specifies the dates between which postings are allowed. Depending on your business needs, you may want to restrict user posting date ranges at the start of the period-end process or at later time towards the end of the period. For more information, see [How to: Specify Posting Periods](finance-setup-how-specify-posting-periods.md). + This specifies the dates between which postings are allowed. Depending on your business needs, you may want to restrict user posting date ranges at the start of the period-end process or at later time towards the end of the period. For more information, see [How to: Specify Posting Periods](finance-how-specify-posting-periods.md). * Make all necessary G/L adjustments. * Update and post Recurring Journals. <!--* Process Consolidations-->