Skip to content

Microsoft Dynamics Business Central Financial Management

Let's discover the core functions in financial management, such as setting up the G/L accounts, posting general journal lines, sales and purchase invoicing, and processing payments.

Microsoft Dynamics Business Central Financial Management

Finance Focused Role Centers!

To work in the most efficient with Microsoft Dynamics 365 Business Central, it is important that you use the role center that best suits your professional needs.

Microsoft Dynamics 365 Business Central offers more than twenty role centers. Financial users can use one of the following role centers:

  • Accountant
  • Accounting Manager
  • Outsourced Accounting Manager
  • Accounts Payable Coordinator
  • Accounts Receivable Coordinator
  • Bookkeeper
Microsoft Business Central Bookkeeper

Why Microsoft Dynamics 365 Business Central Financial Management Suite?

From General Ledger to Fixed Assets to Cost Accounting to Advanced Dimensions to Inter-Company to full Microsoft Application Integration for such systems as Outlook, Excel and when presenting the results - automatically integrate to PowerPoint! Microsoft Business Central Financial Management is the hub of the business providing the Financial overview for; Project Management, Operations Management, Supply Chain Management and Sales & Service Management.

CloudFactory - Icons - Blue-36
General Ledger
CloudFactory - Icons - Blue-56
CloudFactory - Icons - Blue-31

Customers and Vendors

CloudFactory - Icons - Blue-63

Bank Accounts


Working with Journals in Microsoft Dynamics 365 Business Central

General journals are used to post information into the general ledger and other accounts. Examples of such postings are adjustments, depreciation, accruals, and so on. In Business Central, there are some more advanced functions to process journal entries faster and more efficiently, like recurring journals and deferrals.

Work with Journals
Watch Video


Working with Posting Groups in Microsoft Dynamics 365 Business Central

Posting groups map entities like customers, vendors, items, resources, and sales and purchase documents to general ledger accounts. They save time and help avoid mistakes when you post transactions. The transaction values go to the accounts specified in the posting group for that particular entity. The only requirement is that you have a chart of accounts!

How to use Posting Groups in Microsoft Business Central_Moment
Watch Video


How to work with Excel in Microsoft Dynamics 365 Business Central

In Microsoft Dynamics 365 Business Central, you can see KPIs and get overviews of the company's financial state. You can also open lists in Excel and analyse the data there. But you can also export heavy financial statements such as the balance sheet or the income statement to Excel, analyse the data, and print the reports.

In the Business Manager and Accountant Role Centres, you can choose which financial statements to view in Excel from a drop-down menu in the Reports section of the ribbon. When you choose a statement, it will be opened in Excel or Excel Online.

How to work with Excel in Dynamics Business Central_Moment
Watch Video

Free Initial Assessment

Book a free initial assessment with us where we understand your business problem and suggest a solution which suits you best and ensures growth for your business.

Book Your Solution Workshop
Request More Information