Core Finance Package
Cloudrelia’s 2 week implementation Core Finance package includes:
• Activation of the pre-configured selected package and creating 1 production company on Business Central;
• Business Process Review on the Financial Module (accounting, sales and purchases) with recommendations;
• Create and assign roles for up to 5 users to connect to Dynamics 365 and train users how to setup;
• Setting up custom chart of accounts (indentation, posting groups, direct posting);
• Setup System and Company settings;
• Configuration for Daily Processes (i.e. Tax Schedules, Payment Terms, Dimensions, Attributes, etc.);
• Configuring Bank Reconciliation for 1 bank (additional banks available at additional charge);
• Importing Chart of Accounts, Vendors, Customers and master balances from customer provided populated import templates (blank import tables provided by Cloudrelia);
• Customize one Check and one Invoice. Other reports – out of the box;
• Create one Balance Sheet and Income Statement;
• Train the trainer on the Financial Modules (GL, AP, AR, and BR) – up to 3 attendees per session. Web-based trainings. Two 4-hour sessions;
• Providing user manual for Business Central;
• Go-Live review.
The price is preliminary and the package is not sold before consulting with our sales team. Please contact us to learn if this package suits your company.