Data Management for Bookkeepers in Dynamics 365 Business Central

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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?




Make the Switch to Dynamics 365 Business Central

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.

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