Financial health of your business is the difference between success and survival. Hence, total control over finances is a prerequisite to make your business successful. Financial management is the core of Microsoft Dynamics 365 Business Central which allows you to perform the entire financial administration. From customer data, automatic invoicing, budgets and real-time visibility into cash flow, to general ledger chart of accounts and online banking… Always insight into your financial situation!
Dynamics Finance for logistics service providers
3PL Dynamics combined with Dynamics 365 Business Central Finance provides all the necessary financial functionality for logistics service providers. Digital invoicing, invoice scanning, exchange rate interface, purchase invoice approval workflow, etc.
Functionality in Dynamics 365 Business Central Finance
With the – standard and designed by Boltrics – financial functionalities in Microsoft Dynamics 365 Business Central you manage your entire financial administration from beginning to end. Discover in the leaflet how our Finance module can support your organization.
Create a link between 3PL Dynamics and your accounting software
Do you already use an (external) financial accounting package to your satisfaction? But do invoices still have to be typed manually? Then an interface via DataHub with your accounting package can offer a solution. Prevent you from having to spend unnecessary time copying data and incorrect figures. Out-of-the-box interfaces are already available with Twinfield, Exact Online, AFAS, and Unit4 Multivers.View our financial integrations
Purchase invoice recognition with
Purchase invoices are scanned and sent to Dynamics 365 Business Central, where the data is picked up and posted by Document Capture. The PDF of the invoice is saved in Dynamics 365 Business Central.
Match and approve purchase invoices
After creating the purchase invoice, the matching with, for example, the outsourced transport order can easily be carried out. Making it crystal clear whether the amounts are correct. Subsequently, the persons who approve invoices will receive an email with a copy of the relevant invoice. Once they approve the invoice, it is released for accounting and payment. The approval process is performed directly in Microsoft Dynamics 365 Business Central.
Recognition with OCR part of Document Capture Advanced
OCR (Optical Character Recognition) reads incoming invoices: sender, description, barcodes, and order numbers are recognized very accurately. After that, a purchase invoice is automatically created in Dynamics 365 Business Central, with the data stored in the correct fields in Dynamics 365 Business Central.