Business Central
Finance & accounting
38 guides on finance & accounting in Business Central.
38 guides · Last updated 2026-09-06
- Account schedules and financial reports in Business CentralHow Business Central's account schedules and the newer Financial Reports feature work — and how to build P&L and balance sheet reports without leaving BC.Updated 2026-08-25
- Aging reports in Business CentralHow Business Central's aging reports work — AR aging, AP aging, date-driven buckets, customisation, and the operational use in collections and cash management.Updated 2026-08-25
- Approval limits and hierarchies in Business CentralHow Business Central routes documents through approval — user approval limits, hierarchical routing, workflow user groups, and the substitute mechanism.Updated 2026-08-25
- Approval workflows in Business CentralHow approval workflows work in Business Central — built-in templates, custom workflow design, Power Automate alternatives, and approval limits.Updated 2026-08-25
- Bank deposits and cash management in Business CentralHow Business Central handles physical bank deposits, cash receipts, and the day-to-day cash management beyond bank reconciliation.Updated 2026-08-25
- Bank feeds and statement import in Business CentralHow Business Central pulls bank statement data — Envestnet Yodlee feeds, bank statement file import formats, and the data-exchange framework behind both.Updated 2026-08-25
- Bank reconciliation in Business CentralHow bank reconciliation works in Business Central — bank feeds, statement imports, AI-assisted matching, and month-end reconciliation.Updated 2026-08-31
- Budgets in Business CentralHow Business Central handles GL budgets — budget names, dimensions, Excel import, comparison to actuals, and the limits worth knowing.Updated 2026-08-25
- Cash flow forecasting in Business CentralHow Business Central's cash flow forecast pulls open sales, purchases, fixed assets, jobs, and manual entries into a forward view of liquidity.Updated 2026-05-01
- Closing the income statement and year-end in BCHow Business Central handles year-end close — closing the income statement, transferring to retained earnings, locking the year, and the cutover discipline.Updated 2026-06-02
- Company Hub and multi-company navigation in Business CentralHow the Company Hub role centre and cross-company features in Business Central give finance teams a single pane across many BC companies — what works.Updated 2026-05-01
- Consolidation in Business CentralHow Business Central consolidates multiple subsidiary companies into a consolidated parent — business unit setup, the consolidation file path, eliminations.Updated 2026-05-01
- Credit card handling in Business CentralHow Business Central can integrate credit card payments — through partner connectors, the payment service framework, and the AP-side expense card workflow.Updated 2026-05-01
- Currencies and foreign exchange in Business CentralHow Business Central handles multi-currency — local vs additional reporting currency, exchange rate sources, revaluation, and rounding.Updated 2026-08-25
- Customer and vendor templates in Business CentralHow Business Central uses templates to standardise customer and vendor creation — default fields, dimensions, posting groups, and the new-record workflow.Updated 2026-05-01
- Customer credit limits and blocking in Business CentralHow Business Central handles credit-limit enforcement, customer blocking, and the integration with sales order processing and reminders.Updated 2026-05-19
- Customer hierarchies in Business CentralHow to model parent-child customer relationships in Business Central — bill-to / ship-to, customer groups, dimensions.Updated 2026-05-01
- Deferrals in Business CentralHow Business Central spreads revenue and expense across periods using deferral templates — annual subscriptions, prepaid contracts.Updated 2026-05-01
- Designing dimensions in Business CentralHow to design a dimension structure that supports the reporting you actually need — global vs shortcut, mandatory rules, defaults, and combinations.Updated 2026-09-06
- Direct debits (SEPA and others) in Business CentralHow Business Central handles customer direct debits — SEPA mandates, collection runs, R-transaction handling, and integration with bank file formats.Updated 2026-05-01
- Fixed assets in Business Central, in depthHow Business Central tracks fixed assets — depreciation books, acquisition, disposal, write-down, and the link to FA insurance and maintenance.Updated 2026-08-25
- Foreign currency revaluation in Business CentralHow Business Central revalues open foreign-currency balances at period-end — Adjust Exchange Rates, the unrealised gain/loss accounts.Updated 2026-05-01
- Incoming documents in Business CentralHow Business Central's Incoming Documents feature ingests vendor invoices and other inbound documents — OCR, AI extraction, and posting flows.Updated 2026-05-01
- Item charges in Business CentralHow item charges work in Business Central — freight, duty, insurance, and other landed costs that need to be added to inventory value.Updated 2026-05-01
- Month-end close in Business CentralA practical month-end close checklist for Business Central — reconciliations, accruals, depreciation, inventory cost adjustment, and locking the period.Updated 2026-08-31
- Payment journals deep dive in Business CentralHow the payment journal works in Business Central — suggesting vendor payments, applying entries, payment proposals, payment methods.Updated 2026-05-01
- Payment terms and methods in Business CentralHow Business Central models payment terms, payment methods, payment discounts, and the integration with bank file generation.Updated 2026-05-01
- Posting groups in Business CentralHow Business Central uses posting groups to translate sub-ledger transactions to GL accounts — general, specific, and inventory posting groups.Updated 2026-05-01
- Prepayments in Business CentralHow Business Central handles prepayments — sales and purchase prepayment invoices, GL impact, and the integration with order processing.Updated 2026-05-01
- Reason codes in Business CentralHow Business Central uses reason codes to classify transactions — returns, inventory adjustments, credit memos — and the reporting they enable.Updated 2026-05-01
- Recurring journals in Business CentralHow to use recurring journals in Business Central for periodic postings — fixed amounts, variable amounts, allocations, and expiration dates.Updated 2026-05-01
- Reminders and finance charges in Business CentralHow Business Central handles customer payment reminders and finance charge memos — terms, levels, escalation, and the integration with collections.Updated 2026-05-01
- Reverse and undo in Business CentralHow Business Central handles corrections — undo shipment, undo receipt, reversing journals, correcting credit memos, and the audit trail they leave.Updated 2026-05-01
- Sales prices and price lists in Business CentralHow Business Central handles pricing — the modern price list model, prioritisation, discounts, and the migration from the old per-customer pricing tables.Updated 2026-05-01
- Salesperson setup and commissions in Business CentralHow Business Central tracks salesperson assignments and computes basic commissions — and where the limits are for serious incentive compensation.Updated 2026-05-01
- The Business Central finance moduleAn overview of Business Central's financial management — general ledger, dimensions, AP/AR, banking, fixed assets, and intercompany.Updated 2026-08-30
- The cost adjustment job in Business CentralWhy Business Central separates inventory cost adjustment from posting — how the Adjust Cost - Item Entries batch works, when it runs.Updated 2026-05-01
- The standard cost worksheet in Business CentralHow Business Central's standard cost worksheet helps maintain and revalue standard-cost items — annual cost rolls, what-if analysis, and the GL impact.Updated 2026-05-01