QUICKBOOKS & OTHER ACCOUNTING SYSTEMS

Offers a streamlined link to Quickbooks and other accounting software. FIELDBOSS includes automated imports from your accounting software and seamlessly exports invoices from completed work orders, jobs, and service contracts, directly into QuickBooks invoices so data entry happens only once. No more duplication, lost information, or incorrect data. 

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FIELDBOSS integration to Business Central maintains our real-time job-costing to service, maintenance, and projects within the operations system. Business Central also has very extensive integration with Excel, Teams, the Microsoft Dataverse, and Microsoft Power Platform so that users can be more productive and self-sufficient when they use Power Apps, Power Automate, and Power BI.

Understanding The FIELDBOSS Integration to Business Central

DYNAMICS 365 BUSINESS CENTRAL

Realtime access to business information with an integration to Microsoft Excel and Power BI. Create and connect reports and charts to get insights into cash flow, trends to improve planning and decision making.

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REPORTING

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Business Central account dimensions simplify a chart of accounts by reducing the need for an account to be set up for every Department, Project or Customer Type. The Invite External Accountant feature in Business Central makes It easier to work with Auditors and Bookkeepers that manage your Companies books and reporting. Using the Role Centre, they can access the most relevant pages for their work.

GENERAL LEDGER

CASH MANAGEMENT

Cash and bank management can be used to maintain the legal entity’s bank accounts and the financial instruments that are associated with those bank accounts including deposit slips, checks, bills of exchange, and promissory notes. You can also reconcile bank statements and print bank data on standard reports.

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SALES MANAGEMENT

FIELDBOSS and Business Central provide you a strong role based way to process customer invoices and manage accounts receivable. Includes features to collect outstanding balances and to set bank accounts up to allow customers' payments to be withdrawn from their account automatically. Send transactions to bank, via export payment journal lines and then upload the file to your bank.

PURCHASING & INVENTORY

Predefined processes for managing purchasing and inventory to help accurate identify job cost. Real time updates for actual costs on Work Orders and Jobs. Set up item tracking so that you can track items serial numbers, for example to track items in case of recalls. Transfer inventory items between locations with transfer orders, to manage warehouse activities, or with the item reclassification journal.

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PAYROLL & HUMAN RESOURCES

FIELDOBSS times sheets update Business Central Payroll to deliver visibility into payroll expenses. You can also keep detailed records of your employees and register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts. You can also register employee absences, which allows you to analyze registered absences, as necessary.

ACCOUNTING FEATURES

One and done! No more double entry or data errors when you have one connected system!