Microsoft Copilot $21 now $18/user/month + 1 month free

September 7, 2023

Performing Financial Health Checks in Business Central

When it comes to accessing your financial data, Business Central is one of the most powerful engines you can install to drive your business forward. Making sure everything is well maintained and operating at peak performance is key to continue delivering the best results for your business.

That’s where a monthly financial health check can add immense value. A health check is a simple way to see whether your GL is in balance with your Sub-ledger for AR, AP, Inventory and Payroll.

With ERP Connect’s Financial Dashboard, the Balance Check module is just the start. As a business owner, your team will have access to over 35 different KPIs focused around:

  • GL – Balance Checks, KPIs, and Financial Reports
  • AR – Aging charts, overdue customer summary, detailed customer trial balance (Image Below)
  • AP – Aging charts, overdue vendor summary, detailed vendor trial balance
  • Inventory – valuation insights, inventory warnings, and analysis statistics
  • Sales – Overviews by dimension, top customers, top items, profitability, and more
  • Cash – Cash positions, balance checks, historic cash trends, future forecasting

Every module within the Financial Dashboard is built natively into Business Central and meant to give your team a holistic view of your company at a glance. Now you will have the tools to diagnose any issues with your business and ensure it is operating at peak financial efficiency.

If you are interested in a 30 day free trial of ERP Connect’s Financial Dashboard, please reach out to us at Support@BondConsultingServices.com or you can click here to schedule a free consultation with one of our Dynamics experts.

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