Set up financial management in Microsoft Dynamics 365 Business Central

Functional Consultant
Business User
Dynamics 365
Business Central

Do you want to use Business Central for financial management? Then, this learning path is for you. It discusses the setup of number series, audit trail codes, posting groups, dimensions and the chart of accounts.


  • Basic knowledge of how to navigate in Business Central
  • Understanding of general accounting concepts in regards to managing a general ledger and chart of accounts

Modules in this learning path

The General Ledger Setup page is where you specify a default setting for the general ledger and other application areas. General ledger setup must be completed for each company that is set up in Business Central.

Do you need to set up number series for documents, journals, and other records? This module explains how to set up number series and how to number documents, journals, and master data. Additionally, it shows you how to create and use source codes and reason codes in Dynamics 365 Business Central.

Do you want to know what posting groups do and how they're used in Business Central? This module will explain what posting groups are and what they're used for in Dynamics 365 Business Central. Additionally, this module focuses on showing you how to set up posting groups to create links between accounts in the different application areas to the G/L accounts in the General Ledger application area.

If you are responsible for financial reporting, then follow along with this module to learn how to set up dimensions. Dimensions are used to group posted entries for reporting purposes. Dimensions can be used throughout Business Central on entries in journals, documents, and budgets. Additionally, dimensions offer more extensive analysis and reporting functionalities.

Do you want to know how to set up the chart of accounts in Business Central? This module will focus on managing the chart of accounts. The Chart of Accounts list provides quick access to G/L accounts and balances, and the budgets feature provides a comparison between actual amounts and budgeted amounts by using a combination of G/L accounts, periods, and dimensions.