Streamline Reporting & Analysis with
the Financial Management App

Financial Management

The Financial Management app gives you more than reports.
It lets you control your financial data.

Financial Management is a powerful Power BI app designed for Dynamics 365 Business Central. It provides automated financial reporting, real-time insights, and seamless data consolidation.

With pre-built dashboards and deep integration, you can easily track performance, manage budgets, and gain a clear financial overview without complex setup.

Customize reports, monitor KPIs, and make data-driven decisions with ease. Whether you are an accountant or a business owner, this tool enhances efficiency and simplifies financial analysis.

Finanacial Management App

This is what you do to get started

Created-by how-to

1. Open your Dynamics 365 Business Central and create a new Sales Order.

Created-by how-to

2. Enter the Customer No. and select the Customer.

Created-by how-to

3. The Created-by will automatically populate after the Customer is selected on the new order.

Created-by how-to

4. When finished, the Created-by will display in the Sales Order list view.
Now, repeat these steps for other purchase and sales documents. That’s all.

  • Sales Order
  • Sales Order List
  • Sales Quote
  • Sales Quote List
  • Sales Invoice
  • Sales Invoice List
  • Sales Credit Memo
  • Sales Credit Memo List
  • Sales Return Order
  • Sales Return Order List
  • Blanket Sales Order
  • Blanket Sales Order List
  • Posted Sales Shipment
  • Posted Sales Shipment List
  • Posted Sales Invoice
  • Posted Sales Invoice List
  • Posted Sales Credit Memo List
  • Purchase Order
  • Purchase Order List
  • Purchase Quote
  • Purchase Quote List
  • Purchase Credit Memo
  • Purchase Credit Memo List
  • Purchase Return Order
  • Purchase Return Order List
  • Blanket Purchase Order
  • Blanket Purchase Order List
  • Posted Purchase Receipt
  • Posted Purchase Receipt List
  • Posted Purchase Invoice List
  • Posted Purchase Credit Memo
  • Posted Purchase Credit Memo List
Financial Management

… works on all these documents

Functionality of Created-by

Getting started with the app

Download and install now

Install the app from Microsoft AppSource. Only available on the cloud-edition of Business Central
Get the app on Microsoft AppSource

Read the step-by-step guide

We guide you from installation and configuration to your first use of the app
Read the getting-started guide

Watch user guide videos

On Use Dynamics you can watch instructional videos to learn about the functionality of the app
User guide videos about the Abakion App

Support

If you have questions regarding this app, you may email us at: appsales@abakion.com or call us at +45 70 23 23 17. We will help you find the right video guides, if available.

We strive to provide you a qualified response as quickly as possible, at least within 24 hours but often much quicker.

At all times we will keep you informed about who is working on your support inquiry and how soon you can expect a response.