How to See Outstanding Receivables in Dynamics 365 Business Central (If You’re Used to GP)

Many accountants who currently use Dynamics GP work in companies that are also weighing the advantages and disadvantages of a transition to Business Central. In this article, I’ll show you how to see aged accounts receivable in Dynamics 365 Business Central.

One of the considerations for any firm’s ERP should be the ease of use for their accountants. And both GP and Business Central make checking on overdue accounts very straightforward. Below are the instructions for Business Central, in 3 easy steps.

(If you’re thinking “wait a minute, what’s the difference between GP and Business Central in the first place?” you might want to bookmark this article and go read Dynamics GP vs Dynamics 365 Business Central first.)

1. Start with the Accountant Role Homepage

Much like in GP, the Business Central homepage is tailored to your role within your organization. And based on that role, Business Central surfaces things on your homepage that you want to see most. In this example, we’re in an accountant role.

The Dynamics 365 Business Central homepage

2. Scroll Down to the Bottom

To get to your outstanding receivables, scroll down to the bottom of that homepage:

The bottom of the Business Central homepage

That bar chart on the left shows the amounts by age. If you don’t have any overdue accounts shown in that chart, you may want to stop here and get on with your next task. But otherwise, move on to the last step:

3. Click on the Chart to Drill into the Aged Accounts Receivable Data

If your company is like most, there will be some overdue accounts. In the case shown here, we have $20,000 at 6 weeks and $10,000 at 10 weeks.

We need to call those customers ASAP and collect. When you click on that “10 Weeks” bar, you’ll get the pop-up showing those Customer Ledger Entries. From here, you can find out which accounts are overdue and who to call.

Customer Ledger Entries pop-up window

And that’s it! Simple and intuitive, especially for accountants familiar with Dynamics GP.

If only getting your customers to pay on time could be that easy too …

If you need advice on your Dynamics ERP plans, or if you have questions you’d like to see us answer on the blog, please reach out with the form below. We’d love to hear from you.



 

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