Petty Cash Accounting in Microsoft Dynamics 365 Finance and Operations

[@santoshsurti30]

Nice 👍🏻

[@akshaygarg98]

Much needed functionality of every client 👏👏👏

[@ramitpaul2893]

Absolutely

[@arunachalama8686]

Very nice .. thanks

[@ramitpaul2893]

Most welcome

[@rajeshnayak6380]

Very helpful session 👍🏻

[@ramitpaul2893]

Glad it was helpful!

[@santoshsurti30]

Do you explore the Copilot feature and it’s available for D365 F&O? I have searched but not found the article. There are many articles on MS Docs but some summarised information need.

[@ramitpaul2893]

Copilot is in first list, very soon you will see related to AI and COPILOT in my channel.

[@ShubhamSingh-bu7li]

Hi @Ramit, in case of reimbursement of the petty cash sub-ledger, do we need to enable the one voucher concept from the general ledger module, which by the way Microsoft recommend not to use. As debit and credit would be sub ledgers.

[@ramitpaul2893]

Hi, This is already taken care by MS, you can post without enabling the "Allow multiple transactions within" toggle.

[@hamdanthabetsaleh6322]

Hello, thank you for your beneficial information. I am using free trial of d365 finance and went to feature management but there is no way to find the petty cash feature. I am using the last version of d365 finance. Could you please help me how can activate this feature.

[@ramitpaul2893]

Hi, trial version is 10.0.38, this feature is available from 10.0.39.

[@kapishgarg79]

How to load cash in petty cash account, through normal JV or slip journal?

[@ramitpaul2893]

Hi, You can use slip journals for loading.