Accounting Activities - Accounting Role Center

What is this feature for?

The Accounting Activities feature provides a dedicated Accounting Role Center in Microsoft Dynamics 365 Business Central that centralizes all key accounting activities in one place.

Users assigned to the N24CF Accounting Profile have access to a dashboard with indicators, quick actions, document lists, and reports – all in one personalized profile.

What benefits do you gain?

✅ Centralization of daily accounting activities
✅ Better control over documents and liabilities
✅ Real-time monitoring of indicators
✅ Power BI integration
✅ Intuitive navigation and customized interface

How to enable the feature?

  1. Assign Accounting Profile to the user
  2. Configure role center elements (N24CF Accounting Role Center)
  3. Set up required number series
  4. Configure reporting preferences

How does it work in practice?

When a user with assigned Accounting Profile logs in, the Accounting Role Center opens, consisting of three main areas:

1. Main Layout Components

  • Headline RC Accountant
  • Accounting Activities Panel
  • My Items, My Vendors
  • Power BI Reports

2. Action Area

Document Creation:

  • Sales and Purchase Invoices
  • Sales and Purchase Credit Memos
  • Sales and Purchase Orders
  • VAT Periods
  • General Journals
  • Customer/Vendor Cards

Data Access:

  • Chart of Accounts
  • Customer and Vendor Lists
  • Invoices
  • Inventory Periods
  • Job List

Main Sections:

  • Chart of Accounts
  • Journals
  • Settlements
  • Fixed Assets
  • Banks
  • VAT
  • Reports
  • Setup

3. Accounting Activities Panel

Displays key accounting indicators such as:

  • Open Purchase Invoices
  • Quantities Shipped Not Invoiced
  • Quantities Received Not Invoiced
  • Documents Due Today
  • Documents Due This Week

Data updates in real-time and can be drilled down to source documents.