Effectively manage D365 Business Central Accountant processes and the tasks and easily access your clients’ information in one simple and easy-to-use dashboard using Dynamics 365 Accountant Hub. Increase your productivity and better serve your clients using Microsoft D365 Business Central.
D365 Business Central Accountant Hub
If you are a Microsoft Dynamics 365 Business Central Accountant with several clients, you can use the Accountant Hub as your dashboard for a better overview of your clients.
In your client’s Business Central, you can assign the tasks to yourself and others, and others can assign tasks to you. Your dashboard in the Accountant Hub gives you an overview of assigned tasks for each client, and you can also access a list of all assigned tasks by choosing My User Tasks on the Home page.
In the client company, you also have the cues that call out tasks assigned to you in this particular client.
My User Tasks
The My User Tasks list in the Accountant Hub helps you prioritize your day by showing more information about the tasks assigned to you across all your clients.
You can sort by due date, for example, or any other type of data that supports you prioritize your day. By default, the list shows all tasks that are assigned to you, but you can set up filters to only show tasks that are marked as high priority, for example.
To pick up a task, simply choose it from a list of the pending user tasks. In the ribbon, the link Go to Task Item opens page where you can do the work. When you have completed the task, simply mark it as completed.
D365 Business Central Accountant Portal Extension
This application provides a dashboard with the summary data for each client of an accountant. The portal displays financial KPIs as well as the direct link to the client’s financial application.
The dashboard is the highly specialized Role Center for a better overview of your clients. When you first install the extension, a sample company helps you to get started. You can delete the sample company at any point in time.
Installing the Extension
When you install the extension in your Microsoft Business Central, you will be asked if you want to use it now. If you do, then you must sign out and then sign in again, because the extension replaces your current Role Center and adds permissions to your user profile.
Add Clients to your Dashboard in Dynamics 365
You can add a client by using the Clients page, which you can open by choosing Manage Clients action in the ribbon. Simply select New and then fill in the fields.
The data in the card for each client is specified by you, and you can change it as and when needed. However, the Client URL field is critical – this is how you can access each client’s Microsoft Business Central. Use the Validate Client URL action in the ribbon to test whether you entered the right link.
URL that you must enter points at the client’s Microsoft Business Central and includes their domain address. For example, if they have specified a domain such as MyBusiness.com, then the link to their Business Central is https://businesscentral.dynamics.com/mybusiness.com?redirectedfromsignup=1.
The client URL is used when you choose the Go To Company menu item in Accountant Hub dashboard.
Get Invited to a Client’s Dynamics 365 Business Central
A company who use the Business Central can invite you to Business Central as their external accountant. To get invited, you must give them the email that you use with the Accountant Hub, such as email@example.com. The client’s administrator can then add you to their system by running the Invite External Accountant wizard.
As a result, you will receive the email from your client with links to their Business Central. The first link is an invitation to get access to their company – open the link and accept the steps that add you to your client’s Business Central. The second link is for adding this client to your dashboard in the Accountant Hub as described above.
When you have accepted the invitation, you are logged in and can access the client’s financial data from the Accountant Role Center.
Using Microsoft Dynamics 365 Business Central you can manage your financials by:
- Making informed decisions
Connect the data across accounting, sales, purchasing, inventory, and customer interactions to get an end-to-end view of your business. Chart the financial performance in real time with built-in Power BI dashboards.
- Accelerating financial close and reporting
Streamline the accounts receivables and payables, and automatically reconcile accounts to close and report on financials quickly and accurately, while maintaining compliance.
- Improving forecast accuracy
Refine the financial forecasts by modeling and analyzing data across multiple dimensions. Customize reports using seamless Microsoft Excel integration.