Finance

Purpose

Finance brings together the core content for financial accounting, controlling, and document processing in Microsoft Dynamics 365 Business Central. This solution area supports companies in managing operational posting processes, analyses, and document handling in one integrated environment.

Business value

• Central mapping of finance processes in Microsoft Dynamics 365 Business Central.
• End-to-end integration of receivables, payables, bank, fixed assets, and warehouse movements in financial accounting.
• Extended cost analyses through controlling with automatic transfer of profit and loss accounts as well as additional postings and allocations.
• Digitized and largely automated document processing for inbound, outbound, digitization, and archiving scenarios.
• Support for data protection requirements as well as preparation and execution of master data migrations.

Functional focus

Financial accounting

Financial accounting forms the foundation of this solution area. It supports the management of operational posting processes and integrates subledgers such as payables, receivables, bank, warehouse, and fixed assets. It also includes functions such as financial budgets, tax settlement, cash flow planning, and financial dimension analysis.

Controlling

Controlling supports extensive cost analyses based on cost accounting. Profit and loss accounts are transferred automatically. Additional postings can be created independently of financial accounting and processed further through allocations.

Document processing

Document processing extends the solution area with functions for inbound, outbound, digitization, and archiving of documents. This supports digitized and largely automated processing in Business Central.

Data protection and migration

Additional content covers handling personal data in the GDPR context as well as the basics of migrating master data such as open entries, charts of accounts, and general ledger balances.

Modules and topics

• Financial Accounting – Operational posting processes, integrated subledgers, and financial analysis.
• Controlling – Cost accounting, cost analyses, additional postings, and allocations.
• Document Processing – Digitized and automated processing of documents.
• Personal Data - GDPR – Functions and processes for searching, exporting, correcting, and deleting personal data.
• Master Data Migration – Basics for preparing and carrying out data migration.