Dynamics 365 Business Central
Implementation Packages

Business Central: Advanced Financials

This package is suitable for businesses that require a finance package that is tailored to the needs of the business.

Deliverables

  •  Setup and Configuration
  •  Custom Chart of Accounts
  •  Custom Dimensions
  •  Standard Document Numbering
  •  Standard Document Layouts
  •  Standard Setup of Posting Groups
  •  User setup with Standard Security and Role Centre
  •  Standard VAT Reporting
  •  Emailing of Standard Stationery via Office 365

Training

  •  Introduction/Overview
  •  Basic General Ledger
  •  Currency Management
  •  G/L Budgets
  •  Account Schedule Reporting
  •  Dimensions Reporting
  •  Sales Management: Sales Ledger, Multi-currency Transactions, Sales Order Processing, Multiple Delivery Addresses
  •  Purchasing management: Purchase Ledger, Multi-currency Transactions, Purchase Order Processing
  •  Approval Workflow Setup and Usage
  •  Bank Accounts
  •  Basic Bank Reconciliation
  •  VAT Reporting
  •  Month End Process
  •  Year End Process

Data Migration

Excel templates and import packages provided for:
  •  Chart of Accounts
  •  Dimensions
  •  Trial Balance Opening Balances
  •  Customers and Suppliers
  •  Sales and Purchase Ledger Open Transactions
  •  Instruction on how to populate and import data templates

Exclusions

  •  Balance Sheet and profit and loss reports – you will create these yourself after receiving account schedule report training
  •  Historical Data Migration for General, Sales or Purchase Ledgers
  •  Unfulfilled sales orders or purchase orders data migration
  •  Stock Management and/or Product Records
  •  Customised Stationery Layouts (to be scoped and agreed)
  •  Discussions of out of scope functionality (see Ad-hoc Consultancy)
  •  Additional Company Setup (per company)
  •  Intercompany Postings
  •  Consolidation setup and usage
  •  Electronic Banking
  •  Additional Data Migration
Whilst all of the above are exclusions, each one can be included as a chargeble optional extra.

Optional Extras

  •  Ad-hoc consultancy provision (refundable if not used) - £1,000
  •  Data Migration test company - £1,000
  •  Fixed Asset Register setup, migration and application training - £3,000
  •  Sales Quotes and Basic Contact Management Training - £1,000
  •  Document Capture (OCR) training - £1,000
  •  Go-live support - £1,000
  •  Post go-live support (see support packages)

Payment Options

We offer two payment options:

1. Single payment in advance
2. A payment plan in the ratio 50% : 25% : 25%

When you click the 'ORDER' button below you will be able to choose any Optional Extras before submitting your order.

You will receive a confirmation e-mail with the invoice attached.

PLEASE NOTE: Your implementation package will not commence until the first payment is received.

Once payment is received a consultant will be assigned to your project and will contact you to set up an intial meeting.

£10,000 + VAT


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