Learn How Dynamics 365 Business Central Helps Bookkeepers to Automate Data Management
Small businesses rely on their bookkeepers to manage invoicing, billing, statements, and more. But without the right tools, these tasks can be slow, inefficient, and subject to errors.
Dynamics 365 Business Central gives bookkeepers the tools they need to enter purchase invoices, automate invoice entry, and review and pay vendor balances. Because Business Central integrates seamlessly with Microsoft Outlook, bookkeepers have the ability to create purchase invoices directly from their email client. What’s more, Business Central’s advanced character recognition capabilities can automatically populate invoices with data taken directly from vendor emails.
Entering and Automating Purchase Invoices
Some small- to medium-sized businesses have to deal with high turnover rates. Training new bookkeepers to perform invoicing tasks can be time consuming. The steeper the learning curve, the more likely an employee is to make errors.
Thanks to Business Central’s integration with Microsoft Outlook, bookkeepers can create invoices directly from their Outlook inbox. With just a couple of clicks, Business Central’s Contact Insights feature allows bookkeepers to create an invoice based on the data contained in a vendor email.
Business Central isn’t just limited to analyzing data within an email body, however. By utilizing Business Central’s Optical Character Recognition service, a bookkeeper can quickly and easily import invoice data directly from an email attachment. From there, all it takes is a single click to post the invoice.
Reviewing and Paying Vendor Balances
From the Business Central dashboard, a bookkeeper can open a vendor account, drill down into the vendor’s current balance, and pay the vendor as needed. The Suggest Vendor Payments feature will automatically fill in payment lines. This saves time and cuts down on the number of errors a bookkeeper might make.
Learn More about Business Central for Bookkeepers
We’ve put together a step-by-step guide that shows you how bookkeepers can create purchase invoices, automate invoice creation, review vendor balances, and pay vendors. Want to learn more?
Ready to get started with Business Central? As the 2019 Microsoft US Partner of the Year for Dynamics 365 Business Central, JourneyTEAM has the expertise to help your business make the switch. Contact us now to learn more.
Article by: Dave Bollard - Head of Marketing | 801-436-6636
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more. www.journeyteam.com
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. However you may visit Cookie Settings to provide a controlled consent.
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.