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How to Use the Account Reconciliation Agent in D365 Finance & Operations (Setup, Features, and Best Practices)

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    Finance teams using Dynamics 365 Finance and Operations (D365 FO) are experiencing a significant shift in how account reconciliations are handled, thanks to the Account Reconciliation Agent. First introduced in preview with version 10.0.44 and greatly enhanced in 10.0.46 (now production-ready preview), this AI-powered agent helps organizations move away from stressful, reactive month-end reconciliations toward a cleaner, continuous close process. The agent continuously monitors alignment between subledgers, Accounts Payable, Accounts Receivable, Bank, and Tax and the general ledger, detects discrepancies early and intelligently suggests how to fix them. All of this happens in one place: the Account Reconciliation workspace. In this blog post, we’ll walk through the feature logically: Why the agent matters What it does and how it works How to enable and configure it (Hands-on) Why This Agent Matters: The Shift to Continuous Recon...
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How to Configure Fixed Asset Books and Groups in D365 Finance and Operations.

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Fixed Asset configuration in Dynamics 365 Finance & Operations (D365 FO) relies heavily on two core components: Fixed Asset Books and Fixed Asset Groups . Together, they determine how assets are numbered, depreciated, and reported in the general ledger. This article explains what Fixed Asset Books and Groups are , why they matter , and how they work together in a typical D365 FO implementation.   What Are Fixed Asset Books? A Fixed Asset Book defines the accounting and depreciation rules applied to a fixed asset. Books allow organizations to track the same asset under multiple accounting standards such as IFRS, local GAAP, or tax reporting. Each book controls: Whether depreciation is calculated Which depreciation profile is used The fiscal calendar for depreciation How asset values are calculated and reported An asset can be linked to multiple books , with each book maintaining its own depreciation and net book value.   Why Fixed Asset Bo...
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