Season 1, Episode 3 : How easy is it for accountants and their clients to collaborate on Business Central?

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If you’re interested in Business Central but want to know how well it facilitates collaboration and whether it promotes real-time financial insights and communication between accountants and their clients, then keep listening because here is everything you need to know. I’m Laura from Creative, and this is Dynamics unwrapped…

These days its all about convenience and efficiency which is why one of the key benefits of Business Central is real-time data access. Accountants have access to their clients’ finances through the role centre which allows for role-based access ensuring accountants only have access to the relevant information and features they need. They can review financial statements, transaction history, and reports as soon as they’re updated on the system whilst their clients can monitor their financial health without the need for manual data exchange.  

Also, Business Central ensures document sharing is streamlined by allowing accountants and clients to attach documents such as invoices, receipts, and statements directly to transactions or records, promoting transparency and efficient collaboration as relevant documents are easily accessible within the system.  

Another key feature within Business Central is the ability to share dashboards and reports seamlessly. Customised dashboards and reports using Power BI provide a clear and concise view of key financial metrics allowing both accountants and clients to monitor performance and identify areas that require attention quickly.

There are many other features within Business Central that ensure smooth collaboration between accountants and their clients such as notifications, multi-device accessibility, audit trails, and bank reconciliation, so if you would like to know more, be sure to get in touch. Otherwise, would you like to know how Business Central supports industry-specific accounting and reporting standards, well then get ready for the next video!

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