Dynamics 365 Business Central For Bookkeepers

Dynamics 365 Business Central: An Essential Tool for Bookkeepers

Dynamics 365 Business Central simplifies the essential tasks that bookkeepers handle daily, from entering purchase invoices to reviewing vendor balances and managing payments. This platform helps bookkeepers automate repetitive tasks, ensuring accuracy and efficiency in financial operations. Here’s how it can make a difference.

1. Simplified Purchase Invoice Entry

Bookkeepers regularly handle purchase invoices, and Dynamics 365 Business Central makes this task straightforward. When a vendor, like Worldwide Importers, sends an invoice via email, Business Central integrates with Microsoft Outlook, enabling bookkeepers to create purchase invoices directly from their inbox. The Outlook Add-In pulls vendor details, automatically fills in invoice line items, and allows bookkeepers to post invoices without leaving Outlook. This integration speeds up data entry and ensures the information is recorded accurately in Business Central.

2. Enhanced Automation with OCR

For cases where invoices are received as attachments, Dynamics 365 Business Central leverages Optical Character Recognition (OCR) technology. OCR reads the invoice data from attachments, converts it into Business Central’s format, and sends it to the Incoming Documents list for approval. This feature allows bookkeepers to streamline data entry from digital documents, eliminating manual input and reducing errors. Once reviewed, the purchase invoice can be posted directly in Business Central, ensuring accuracy and saving valuable time.

3. Vendor Balance Review and Payment Processing

Dynamics 365 Business Central provides bookkeepers with easy access to vendor balances. After posting a purchase invoice, bookkeepers can review vendor balances in the Vendor Information Pane and drill into specific transactions for further details. When it’s time to pay, Business Central’s Cash Management features come into play. The Suggested Vendor Payments batch job generates payment lines based on upcoming due dates or available discounts, ensuring timely and cost-effective payment management. Bookkeepers can then make informed payment decisions, improving cash flow and vendor relations.

Why Dynamics 365 Business Central is a Great Fit for Bookkeepers



Business Central is designed to meet bookkeepers’ needs for efficiency and accuracy. With tools that automate routine tasks, integrate with familiar applications like Outlook, and simplify vendor and payment management, Business Central enables bookkeepers to work more effectively. These features reduce manual data entry, improve record accuracy, and free up time for value-added activities, making Dynamics 365 Business Central an invaluable resource for bookkeeping teams.