Financial Management for Dynamics 365 Business Central

Get started with Financial Management for Dynamics 365 Business Central.
Watch our free training videos.

How to set up chart of accounts

Learn how to lay the foundation for financials by creating your chart of accounts.

How to adjust exchange rates

Learn how to adjust exchange rates and how to keep up with fluctuating exchange rates.

How to work with journals

Learn how to use journals in Business Central to post transactions to the general ledger.

How to copy journal function on posted general journal

We highlight new capabilities included in the latest update to Dynamics 365 Business Central.

How to check financial journals in the background

The Business Central Journal Line Details FactBox provides a quick overview and access to data from journal lines.

How to open a new fiscal year

Learn how fiscal years are comprised of accounting periods, and that those periods can be of different lengths of time.

How to set up a bank account

Learn how to create a bank account in Microsoft Dynamics 365 Business Central in just a few simple steps.

How to set up & work with bank integration

Learn how to connect Business Central to a bank feed service, so that it's fast and easy to reconcile your bank accounts.

How to set up dimensions

Learn how to set up dimensions in Business Central that you can use to analyze business transactions.

How to use posting groups

Learn how Business Central posting groups help ensure that transactions are posted to the correct accounts in the general ledger.

Finance Apps for Business Central

Extend the core financial management functionality in Business Central with purpose-built apps and services.

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Binary Stream Multi-Entity Management

Extend the functionality of your Microsoft Dynamics 365 Business Central ERP system

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Zetadocs Expenses

Expense management for Microsoft Dynamics 365 Business Central

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If you would like to know more about how our firm can help with your software implementation, we invite you to give us a call at 1-888-737-5725 or fill out the form below.

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Tips for Microsoft OneDrive Set-up and Management

 

Have you ever wondered what OneDrive is and how to use it?

Put simply, OneDrive is a personal cloud storage solution offered by Microsoft and pre-loaded on every Windows 10 computer. You might’ve noticed it during set-up or as an icon stowed alongside other folders in File Explorer. Like comparable cloud storage solutions, OneDrive lets you backup important files, share files, collaborate with teams, work remotely, and more.

 

Top Benefits of OneDrive:

  • Convenient file backup and storage - simply store files in File Explorer under OneDrive instead of “This PC” to ensure they’re automatically backed up and synchronized from your network to your OneDrive private cloud account.
    When you need to pull up a file or work on it from home or on the road, you can do so easily on any Android, iPad, iPhone, PC, or Mac whether using the OneDrive app or an Internet browser. Any changes you make to that file on OneDrive will be mirrored across all platforms!

 

  • Automatic login on Windows 10 devices - when you sign in to your computer. If you don’t use Windows 10 or Office 2016, you can download OneDrive for Windows here and follow the simple instructions for set-up.
    Once installed, simply drag and drop files or folders from “This PC” to OneDrive in File Explorer to sync them to the cloud. Files or folders moved to OneDrive will be accessible on your local hard drive and by secure login on the web or through any device with the OneDrive app installed.

 

  • Work with other Microsoft apps & services - in its most recent update, Microsoft added team sharing, comment notifications, increased upload file size limits, improved file security and governance, plus a more streamlined admin experience

 

As you get familiar with OneDrive, you’ll see that it provides so much more than merely file storage. To make sure you are getting the most from your Microsoft subscriptions, book training sessions with a Microsoft expert from Admiral Consulting! We offer one on one training sessions or small group sessions. Get a training agenda customized to your organization's needs and the support you need to fully adopt new technologies and processes.

 

Contact us today to schedule a consultation or to learn about more ways Microsoft 365 and OneDrive can enhance your operations.

 

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