Resources
Reusable material from finance implementation work: templates, checklists, test files, configuration examples and diagrams.
Filters
7 of 7 resources
Resource library
| Resource | Type | Topic | Version | Updated | Action |
|---|---|---|---|---|---|
| Finance impact assessment template Worksheet for scoring a D365 release item against General Ledger, AP, AR, Cash and Bank and Fixed Assets. | Template | Tools & Projects | 1.3 | 14 Jul 2026 | Request |
| Release readiness checklist (Finance) Pre-release checks for finance: period status, posting profiles, number sequences, batch jobs and reconciliation reports. | Checklist | D365 Finance | 2.0 | 28 Jun 2026 | Request |
| CAMT.053 sample statement set Four CAMT.053 statements covering matched, partially matched, unmatched and reversed bank lines. | Test file | Banking & ISO 20022 | 1.1 | 02 Jul 2026 | Request |
| Swiss VAT code configuration example Sales tax codes, groups and item groups for the current Swiss VAT rates, exported as a data entity package. | Configuration example | Swiss Localization | 1.0 | 19 May 2026 | Request |
| AP invoice-to-payment process diagram End-to-end AP flow with approval, posting and payment steps annotated with the D365 forms involved. | Process diagram | D365 Finance | 1.2 | 30 Apr 2026 | Request |
| Sentinel 1.5 release notes Full change list for the 1.5 release, including the finance impact scoring model. | Release notes | Tools & Projects | 1.5 | 21 Jul 2026 | Request |
| Customer and vendor test data generator Generates structured master data sets for SIT, UAT, training and demo environments. | Tool | Testing & Automation | 0.9 | 11 Jun 2026 | Request |
Finance impact assessment template
Worksheet for scoring a D365 release item against General Ledger, AP, AR, Cash and Bank and Fixed Assets.
- Type:
- Template
- Topic:
- Tools & Projects
- Version:
- 1.3
- Updated:
- 14 Jul 2026
Release readiness checklist (Finance)
Pre-release checks for finance: period status, posting profiles, number sequences, batch jobs and reconciliation reports.
- Type:
- Checklist
- Topic:
- D365 Finance
- Version:
- 2.0
- Updated:
- 28 Jun 2026
CAMT.053 sample statement set
Four CAMT.053 statements covering matched, partially matched, unmatched and reversed bank lines.
- Type:
- Test file
- Topic:
- Banking & ISO 20022
- Version:
- 1.1
- Updated:
- 02 Jul 2026
Swiss VAT code configuration example
Sales tax codes, groups and item groups for the current Swiss VAT rates, exported as a data entity package.
- Type:
- Configuration example
- Topic:
- Swiss Localization
- Version:
- 1.0
- Updated:
- 19 May 2026
AP invoice-to-payment process diagram
End-to-end AP flow with approval, posting and payment steps annotated with the D365 forms involved.
- Type:
- Process diagram
- Topic:
- D365 Finance
- Version:
- 1.2
- Updated:
- 30 Apr 2026
Sentinel 1.5 release notes
Full change list for the 1.5 release, including the finance impact scoring model.
- Type:
- Release notes
- Topic:
- Tools & Projects
- Version:
- 1.5
- Updated:
- 21 Jul 2026
Customer and vendor test data generator
Generates structured master data sets for SIT, UAT, training and demo environments.
- Type:
- Tool
- Topic:
- Testing & Automation
- Version:
- 0.9
- Updated:
- 11 Jun 2026