Business Central: Financial Management

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Business Central: Financial Management 💰

Microsoft Dynamics 365 Business Central · Curated Video Lessons

Financial Management is the core of Business Central. This guide covers the key areas every finance team needs to master: General Ledger setup and chart of accounts, Accounts Payable and Receivable workflows, bank reconciliation, and the full financial management module — giving you a complete picture of how transactions flow through your business from source document to financial statement.

Overview

💼 Financial Management Module Webinar

A comprehensive webinar covering the full Financial Management module in Business Central — General Ledger, Accounts Payable, Accounts Receivable, and Bank Reconciliation in one session. This is the ideal starting point to understand how all the financial pieces fit together before diving into the individual topics. Great for finance managers and new Business Central users who need a complete picture quickly.

  • Module Overview
  • General Ledger
  • AP & AR
  • Bank Reconciliation

Source: Crestwood Associates

General Ledger

📒 General Ledger Setup & Chart of Accounts

The General Ledger is the foundation of all financial reporting in Business Central. This tutorial walks through the Finance Setup page, explains the General Ledger Setup options, and shows how to work with the chart of accounts — creating and managing G/L accounts, understanding account types, and configuring the settings that control how all transactions post to the ledger. Essential knowledge before setting up any other financial area.

  • Finance Setup
  • Chart of Accounts
  • G/L Accounts
  • Ledger Configuration

Source: Business Central Training

Accounts Payable

🧾 Accounts Payable Processing

This video walks through the complete Accounts Payable process in Business Central — from receiving vendor invoices and credit memos to processing payments and applying open entries. You'll learn how to create purchase invoices, set up payment terms, use payment journals, and reconcile vendor ledger entries. A clear end-to-end walkthrough of the AP workflow every finance user needs to know.

  • Purchase Invoices
  • Vendor Payments
  • Credit Memos
  • Payment Journals

Source: Business Central Finance Series

Accounts Receivable

💳 Accounts Receivable Processing

A step-by-step walkthrough of Accounts Receivable in Business Central — covering how to set up customer cards, create and post sales invoices, record customer payments, apply payments to open entries, and manage the receivables ledger. Understanding the AR process is critical for tracking outstanding customer balances, managing cash flow, and keeping your customer ledger accurate and up to date.

  • Customer Setup
  • Sales Invoices
  • Customer Payments
  • Receivables Ledger

Source: Business Central Finance Series

General Ledger Deep Dive

📊 Working with General Ledger for Business Central

A deeper look at the General Ledger in Business Central — covering how to post general journal entries, review G/L entries by account, use the G/L register to trace posted transactions, and understand the relationship between sub-ledgers (customer, vendor, item) and the main General Ledger. This video bridges the gap between setup knowledge and day-to-day use of the ledger in a live Business Central environment.

  • Journal Entries
  • G/L Register
  • Sub-Ledgers
  • Transaction Tracing

Source: Bond Consulting Services

Microsoft Dynamics 365 Business Central · Financial Management · Video Guide

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