Any business must do its books and sign off on the accounting. Some businesses employ an external accountant, and others have an accountant on staff. No matter which type of accountant you are, you can use the Accountant Role Center as your Home in Financials. From here, you can access all windows that you need in your work.
Accountant Role Centre
The Role Centre is a dashboard with activity tiles that show you real-time key figures and give you quick access to data. In the ribbon at the top of the window, you have access to more actions. In the navigation pane to the left, you can quickly switch between the lists you use most often. If you expand the Home menu in the navigation pane, you will see other areas, such as Posted Documents with the various types of documents that the company has posted.
If you are new to Financials, you can launch a list of videos right from your Home page. You can also launch a Getting Started that points out key areas.
This functionality requires that the experience is set to Suite. For more information, see Customizing Your Financials Experience.
Get Invited to a Client's Financials
A company who use Financials can invite you to Financials as their external accountant. This requires an administrator to add your work email address to their Active Directory tenant, and we recommend that they contact their Financials partner for assistance. Also, we recommend that you enter the email that you plan to use for your accounting work - that way, you can choose if you want to use email@example.com or firstname.lastname@example.org
As a result, you may receive two emails:
- One from Microsoft Invitations with a link to add yourself to your client's organisation
- One from your client with a link to their Financials
You can then access their financial data from the Accountant Role Center. If you use the Accountant Portal extension, you can also add that client to your list of clients in the accountant portal dashboard.
If you are an accountant with several clients, you can use the accountant portal as your dashboard for a better overview of your clients. From there, you can access each client's tenant in Financials and use the Accountant Role Center as described above.
The accountant portal is a dedicated version of Financials. You can get access to the portal by signing up from Financials for Accountants on Microsoft.com, and by adding the Accountant Portal extension to your Financials.
When you sign up for the accountant portal, you must specify your work email address, such as email@example.com. We recommend that you use the same email address when you work in your clients' Financials, so that you can easily switch between clients.
When you first log in to the accountant portal, the dashboard shows a sample client to help you get started. Once you are comfortable, you can remove that sample client.
Working with Individual Clients
The Client Name column shows the names of your clients, and the Company Name column lists all companies if the client has more than one company in Financials. You can customise the dashboard to show the data points that you want to see by adding or removing columns. For example, you might want to see taxes that are due, how many open sales documents each client has, or the number of purchase invoices that are due next week. You can configure the view to suit your needs. If you have many clients, you can use filters to sort your view.
Next to the client name the three ellipses reveal a short menu:
- Refresh the current company and get fresh data for the client
- Go to the client's Financials
- Select more clients
Similarly, you can use the Client Summary drop-down menu to refresh all companies, for example.
All other work that you do for each client, you can do in the Accountant Role Center in their Financials.
To access a client's Financials, choose the Go To Client menu item - you are logged in automatically.
You can add a client by using the Clients window, which you can open by choosing the Manage Clients action in the ribbon. Simply choose New and then fill in the fields.
The data in the card for each client is specified by you, and you can change it as needed. However, the Client URL field is critical - this is how you can access each client's Financials. Use the Test Client URL action in the ribbon to test that you entered the right link. The URL that you must enter points at the client's Financials, such as https://mybusiness.financials.dynamics.com. This URL is then used when you choose the Go To Client menu item.
Setting Up Finance
The General Ledger and the Chart of Accounts
Closing Years and Periods
Entering Criteria in Filters
Working with Financials
Invite Your External Accountant to Your Financials
Financials for Accountants on Microsoft.com