Dynamics 365 Business Central

1) Financial Management

Single Company Setup based on Advantage “Best Practice” Template

General Ledger

• Custom Chart of accounts (Rapid Start Templates supplied with instructions)
• G/L Account Categories and Subcategories
• G/L Account Extended texts
• Balance Sheet and Income Statement reporting
• Account Schedule reporting
• Dimension Analysis (profit and cost centres)
• Budgeting
• Workflows for business processes such as approvals
• Cashflow Management & Forecasting
• Recurring and Reversing Journals such as General, Cash receipts and payments.
• 1 additional G/L Reporting Currency

Cash Management

• Bank Accounts
• Bank Account Reconciliations
• Bank Integration – Cash Receipt & Statement Import / Payment Export
• Payment Reconciliations and Registrations
• Multi-Currency for Sales Ledger, Purchase Ledger and automated Exchange Rate updates
• Currency Revaluation for Bank and Open Sales/Purchase Entries (GL Revaluation available as additional ABS Module)

Other

• Standard VAT Reporting, VAT Returns and HMRC Integration (MTD)
• G/L, Sales Ledger & Purchase Ledger Opening Balances imported
• Outlook Integration
• Excel Integration
• Document emailing (Invoices, Order Confirmations, Quotes, Purchase Orders, Remittances)
• Users and Security permissions
• Enhanced Document Layouts
• System Audit Trails

2) Sales Management

• Sales invoicing
• Sales Proformas & Prepayments
• Sales Approvals (Quote/Order/Return Order/Invoice/Credit)
• Payment Terms with calculated Discounts
• Receivables Management

3) Purchasing Management

• Purchase Invoicing
• Purchase Approvals (Quote/Order/Return order/Invoice/Credit)
• Payables Management