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Rachel Owens

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Latest activity by Rachel Owens
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    Rachel Owens created an article,

    Generate Chase Bank Mixed Payment File in Microsoft Dynamics 365 Finance

    For use with Microsoft Dynamics 365 Finance.  This article assumes that you have configured the Chase Adapter in D365 Finance. Search our knowledgebase for information on this process.    Below are...

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    Rachel Owens created an article,

    Chase Adapter Troubleshooting Document

    For use with Microsoft Dynamics 365 Finance and Chase Bank Adapter.    The attached document defines some troubleshooting tips and how to generate a Mixed Payment file.  It is important to note whe...

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    Rachel Owens created an article,

    Generate Positive Pay File (AP)

    For use with Microsoft Dynamics 365 Finance.    Generate a Positive Pay File Go to Cash and Bank Management > Periodic > Positive Pay. Select the file format (generally Default). Enter the cutoff ...

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    Rachel Owens created an article,

    Error Importing Data: Currency Exchange Rate for standard currency must be = 1.00.

    For use with Microsoft Dynamics 365 Finance.    When importing to D365 (general journal) user receives the following error messages. The issue in this case is that the exchange rate field(s) needs ...

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    Rachel Owens created an article,

    Updating Excel Templates for "Open In Excel" Use

    For use with Microsoft Dynamics 365 Finance.    This instruction is for updating an existing template. If you need to create a new template and have it available, development support is required. C...

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    Rachel Owens created an article,

    D365 Finance Release 30 Information

      The following table lists the features that are included in this release. Module or feature area Feature name More information Enabled by Web client Standardize keyboard interaction for c...

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    Rachel Owens created an article,

    D365 Finance Release 29 Information

      The following table lists the features that are included in this release. Module or feature area Feature name More information Enabled by Data management Refresh entity list Refresh enti...

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    Rachel Owens created an article,

    Creating Charges Codes (AKA: Misc Charges)

    For use with Microsoft Dynamics 365 Finance.    This article explains how to configure charges codes for both Accounts payable and Accounts receivable. If your organization requires that sales a...

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    Rachel Owens created an article,

    Automate vendor payment proposals

    For use with Microsoft Dynamics 365 Finance. (NOTE:  This feature must be Enabled in Feature Management to use.)   Organizations that pay vendors on a recurring schedule can automate the process of...

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    Rachel Owens created an article,

    Currency Revaluation in D365 Finance

      This article provides an overview of the following for the general ledger foreign currency revaluation process - setup, running the process, calculation for the process, and how to reverse the re...