3 Tips for the Accounts Payable Clerk in Dynamics 365 Finance

In this video, I share three quick tips that any Accounts Payable clerk in Dynamics 365 Finance can use to make your daily processes easier. This includes Setting up your TAB sequence in the vendor invoice page, using the vendor invoice page for all invoices, and setting up and using financial dimension default templates. I even show how to create new categories for posting non-purchase order invoices and how to map them to the correct main account. There is also a bonus tip in the video on how to use security diagnostics to see what security is needed for a page. We wrap up with a sneak-peek into four additional tips that I will be releasing next week for the Account Payable clerk.

Table of Contents:

00:00 - Introduction
00:07 - Tip 1: Configure your Tab Sequence
00:44 - Too Many Tabs
01:50 - Use the Skip Tool
02:57 - Efficient Tab Sequences
03:32 - Tip 2: Use Vendor Invoices
04:21 - Create a Non-PO Vendor Invoice
05:27 - Breakdown a Vendor Invoice
06:30 - Create a New Category
07:44 - Define Main Accounts for Categories
09:01 - Tip 3: Fin Dim Default Templates
09:33 - Bonus Tip: Security Diagnostics
10:20 - Create a New Fin Dim Default Template
12:03 - Sneak Peek at Next Week