Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Price
$12,500
Time Frame
3 Weeks
Summary
Expense categories, approval workflows, and mobile access setup in D365.
Readiness Assumptions
Defined travel policies and expense categories; mobile licenses provisioned.
Deliverables
Price
$15,500
Time Frame
4 Weeks
Summary
Standardize product attributes, templates, and data governance.
Readiness Assumptions
Client provides sample SKUs, UOM structure, and item categories.
Deliverables
Price
$11,000
Time Frame
3 Weeks
Summary
Credit risk matrix, aging snapshot setup, collections workbook.
Readiness Assumptions
Open AR balances and customer credit rules provided.
Deliverables
Price
$10,500
Time Frame
3 Weeks
Summary
Activation guide, onboarding playbook, and security configuration.
Readiness Assumptions
Azure AD and external user provisioning are available; vendors willing to test.
Deliverables
Price
$12,000
Time Frame
3 Weeks
Summary
Valuation matrix, audit trail template and costing review workbook
Readiness Assumptions
Inventory models and costing methods are identified. Sample item master and GL structure are available
Deliverables
Price
$8,800
Time Frame
5 Days
Summary
Setup of close calendars, task lists, and ownership tracking in D365’s period-close workspace.
Readiness Assumptions
Period-end process overview available; access to D365 financial modules
Deliverables
Price
$25,000
Time Frame
15 Days
Summary
Asset module setup and tax books, depreciation methods and asset group configuration, and opening balances and import templates
Readiness Assumptions
Legacy fixed asset register available and depreciation schedules and values prepared in Excel
Deliverables
Price
$4,800
Time Frame
3 Days
Summary
Report templates and training deck.
Readiness Assumptions
Chart of accounts and dimensions configured and existing financial reports mapped to chart of accounts/dimensions.
Deliverables
Price
$9,500
Time Frame
2 Weeks
Summary
Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
Readiness Assumptions
Client has chart of accounts and inventory postings set up.
Deliverables
Price
$8,000
Time Frame
5 days
Summary
Reconciliation working model and guide, training materials, and import file templates.
Readiness Assumptions
Client has at least one configured bank account and example bank statement file.
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Price
$8,000
Time Frame
5 days
Summary
Setup guide, bank mobile configuration, payment format templates, and import checklists.
Readiness Assumptions
Client has a configured chart of accounts and can provide at least one example bank statement and payment format sample.
Deliverables
