Consolidating Trial Balance Example

Consolidating Trial Balance for Dynamics 365 Business Central

What is a Consolidating Trial Balance? A Consolidating Trial Balance is an important tool for Group Controllers to maintain control and verify the accuracy of financial transactions provided by subsidiaries. It serves as a comprehensive…
Intercompany Matching Report Example

Intercompany Matching Report for Dynamics 365 Business Central

What is a Intercompany Matching Report? An Intercompany Matching Report is a crucial tool used during the month-end close process in multi-company enterprises. It helps Group Controllers identify and reconcile transactions between subsidiaries.…
Monthly Cash Flow Forecast Model Example

Monthly Cash Flow Forecast Model for Dynamics 365 Business Central

What is a Monthly Cash Flow Forecast Model? A Monthly Cash Flow Forecast Model is a vital planning tool used by CFOs and planning managers to ensure sufficient liquidity for future operations. This template retrieves data from Profit &…
Monthly Balance Sheet Forecast Report Example

Monthly Balance Sheet Forecast Report for Dynamics 365 Business Central

What is a Monthly Balance Sheet Forecast Report? The Monthly Balance Sheet Forecast Report is a valuable tool for CFOs and planning managers. It provides estimates of liability and asset components, contributing to the cash flow forecast.…
Monthly Profit & Loss Forecast Report Example

Monthly Profit & Loss Forecast Report for Dynamics 365 Business Central

What is a Monthly Profit & Loss Forecast Report? A Monthly Profit & Loss Forecast Report is a popular planning model used by CFOs and planning managers to anticipate and plan activities based on revenues, expenses, and profitability.…
Cash Flow Budget Report Example

Cash Flow Budget Report for Dynamics 365 Business Central

What is a Cash Flow Budget Report? A Cash Flow Budget Report serves as a vital planning tool for executives and managers, enabling them to ascertain whether the company's sources and uses of funds will provide sufficient liquidity for the…
Personnel Headcount Budget Report Example

Personnel Headcount Budget Report for Dynamics 365 Business Central

What is a Personnel Headcount Budget Report? A Personnel Headcount Budget Report serves as a workforce planning tool utilized by budget managers and department heads to anticipate the number of full-time equivalent (FTE) staff members required…
Profit & Loss Budget Analysis Report Example

Profit & Loss Budget Analysis Report for Dynamics 365 Business Central

What is a Profit & Loss Budget Analysis Report? A Profit & Loss (P&L) Budget Analysis Report is a tool used by budget managers and executives to evaluate the final budget at a summary level. This type of management report compares…
Profit & Loss Budget Analysis Report Example

Profit & Loss Budget Analysis Report for Dynamics 365 Business Central

What is a Profit & Loss Budget Analysis Report? A Profit & Loss (P&L) Budget Analysis Report is a tool used by budget managers and executives to evaluate the final budget at a summary level. This type of management report compares…
Project Budgeting Template Example

Project Budgeting Template for Dynamics 365 Business Central

What is a Project Budgeting Template? A Project Budgeting Template is a comprehensive planning tool used by project-based businesses. It enables project managers and budgeting executives to estimate revenues, expenses, and profitability…
Vendor Expense Budget Input Form Example

Vendor Expense Budget Input Form for Dynamics 365 Business Central

What is a Vendor Expense Budget Input Form? A Vendor Expense Input form is a template used during the annual budget process by budget managers and department heads to plan for expected expenditures by vendors. One of the key features of…
Vendor Expense Budget Input Form Example

Vendor Expense Budget Input Form for Dynamics 365 Business Central

What is a Vendor Expense Budget Input Form? Vendor Expense Input templates are considered part of an annual budget process and are used by budget managers and department heads to plan for expected expenditures by vendor. Key functionality…
Marketing Campaign Budget Template Example

Marketing Campaign Budget for Dynamics 365 Business Central

What is a Marketing Campaign Budget Template? A Marketing Campaign Budget Template is a tool utilized by marketing managers to estimate expenses and schedule marketing campaigns as a crucial component of an annual budget. This budget input…
Rolling 12 Month Budget Input Form Example

Rolling 12 Month Budget Model for Dynamics 365 Business Central

What is a Rolling 12 Month Budget Input Form? A Rolling 12 Month Budget Input Form is a dynamic budgeting tool that offers a unique alternative to the traditional fiscal year budget process. It is used by budget managers to provide a more…
Sales Budget by Sales Rep, Customer and Product - Example

Sales Budget by Sales Rep, Customer and Product for Dynamics 365 Business Central

What is a Sales Budget by Sales Rep, Customer and Product? Sales budgets that are detailed and specific to sales reps, customers, and products are crucial planning tools for sales executives. These budgets provide insights into future sales…
Travel & Entertainment Budget Template Example

Travel & Entertainment Budget for Dynamics 365 Business Central

What is a Travel & Entertainment Budget Template? The Travel & Entertainment Budget Template serves as an essential component of an annual budget model, providing a detailed breakdown of expenses associated with travel and entertainment.…
Payroll Budget Template Example

Payroll Budget Template for Dynamics 365 Business Central

What is a Payroll Budget Template? A Payroll Budget Template is an essential component of an annual budget model used by HR and budget managers to plan salary expenses and hiring goals. This type of budget template offers various features,…
Capital Expense Budget Template Example

Capital Expense Budget for Dynamics 365 Business Central

What is a Capital Expense Budget Template? A Capital Expense Budget Template, also known as "Capex," is a crucial component of the annual budget model. This template is utilized by department heads and budget managers to plan for the purchase…
Liquidity Risk Analysis Forecast Report Example

Liquidity Risk Analysis Forecast Report for Dynamics 365 Business Central

What is a Liquidity Risk Analysis Forecast Report? A Liquidity Risk Analysis Forecast Report is a financial management tool that enables financial managers to monitor and forecast a company's liquidity. The report's main feature is its ability…
Payroll Budget Assumption Input Form Example

Payroll Budget Assumption Input Form for Dynamics 365 Business Central

What is a Payroll Budget Assumption Input Form? A Payroll Budget Assumption Input Form is a template used by HR and budget managers to drive salary, tax, and benefit calculations for headcount and payroll planning. This annual budget template…
Budget Accuracy Report Example

Budget Accuracy Report for Dynamics 365 Business Central

What is a Budget Accuracy Report? A Budget Accuracy Report is an important tool for budget managers to enhance the accuracy of their department managers' budgets. The report includes historical actual-to-budget variances for two years, as…
Multi-Year Forecast Input Template Example

Multi-Year Forecast Input Template for Dynamics 365 Business Central

What is a Multi-Year Forecast Input Template? A Multi-Year Forecast Input Template is a strategic planning tool used by executives and budget managers to gain a long-term perspective on an organization's financial outlook. This planning…
Driver-based Profit & Loss "Break-back" Model

Driver-based Profit & Loss “Break-back” Forecast for Dynamics 365 Business Central

What is a Driver-based Profit & Loss "Break-back" Model? A Driver-Based Profit & Loss (P&L) "Break-Back" model is a tool used by executives and budget managers to plan for revenues and expenses for the remaining months of the…
Payroll Forecast Assumption Input Form

Payroll Forecast Assumption Template for Dynamics 365 Business Central

What is a Payroll Forecast Assumption Input Form? The Payroll Forecast Assumption Input Form is a crucial component of automated forecast models that HR and budget managers employ to calculate salaries, taxes, and benefits. This forecast…
Driver-based Payroll Forecast Template

Driver-based Payroll Forecast Example for Dynamics 365 Business Central

What is a Driver-based Payroll Forecast Template? The Driver-based Payroll Forecast Template is a tool utilized by HR and budget managers to create salary expense plans and hiring forecasts in an automated manner. It is an essential component…
Sales Forecast from CRM Pipeline Example

Sales Forecast from CRM Pipeline for Dynamics 365 Business Central

What is a Sales Forecast from CRM Pipeline? A Sales Forecast that combines CRM pipeline data with actual sales history is an automated planning tool used by sales managers to estimate sales more accurately for upcoming months. This type…
Driver-based Sales Forecast Template

Driver-based Sales Forecast for Dynamics 365 Business Central

What is a Driver-based Sales Forecast? A Driver-based Sales Forecast is a vital planning tool employed by sales managers to project sales in the upcoming months. With this type of forecast template, sales managers can automatically generate…
Strategic Initiatives Status Tracking and Accountability

Strategic Initiatives Status Tracking and Accountability for Dynamics 365 Business Central

What is a Strategic Initiatives Status Tracking and Accountability Form? A Strategic Initiatives Status Tracking and Accountability Form is a management tool utilized by executives to monitor the progress of their company's strategic initiatives.…
Strategic Initiatives Status Tracking and Accountability

Replacing Management Reporter when migrating from Dynamics SL to Business Central

Are you an accounting and finance leader at a company using the Microsoft Dynamics SL ERP system and considering migrating to the cloud-based Dynamics 365 Business Central (D365 BC) but concerned about the potential limitations of the Account…
Strategic Initiatives Status Tracking and Accountability

Replacing Management Reporter when migrating from Dynamics GP to Business Central

Dear Accounting and Finance Leaders, If your company is planning to migrate from Microsoft Dynamics GP to the Microsoft Dynamics 365 Business Central (D365 BC) cloud ERP, you might be concerned about the capabilities of the D365 BC Account…