Microsoft Dynamics™ Small Business Financials

For companies that have outgrown basic accounting applications, such as Quickbooks, this business solution offers functionality to better manage financials, sales, purchasing, inventory, payroll, reporting, and more. With Microsoft Small Business Financials, you can process transactions more efficiently, get a comprehensive view of information across your business, and manage the complete customer, vendor, and product life cycle — all in one application.

Business Management Suite

When you license Microsoft Small Business Financials, you’ll get the Basic Management Suite with the following functionality:

• Financial (General Ledger with Advanced Financial Analysis)
• Banking (Bank Reconciliation/Cash Flow Management)
• Sales (Sales Order Processing/Accounts Receivable)
• Purchasing (Purchase Order/Accounts Payable)
• Inventory (Item tracking)
• Foundation and Reporting (Report Editor, SmartList, Microsoft Office Integration)
• Integration (Import Wizard for master records/transactions)
• Microsoft SQL Server Desktop Engine

Additional functionality available

You may add to your Basic Management Suite by purchasing any of the following applications:

• Crystal Reports
• Fixed Assets
• FRx Designer User
• Magnetic Media
• US Payroll

Installation, customization, and integration with other products

Microsoft Small Business Financials integrates with other applications and services, including Microsoft Excel and Microsoft Word, reducing the need to train employees on a new system. Excel-based budgeting tools help you better manage vendor relationships and inventory. In addition, you can control costs by simplifying the creation and management of budgets, and the assessment and forecasting of cash flows.

Setup wizards and checklists make installation easy. And flexible default settings allow you to customize the solution for your specific needs, whether it's scheduling tasks, defining who can access information, or customizing reports and forms.

Financial management

Your accounting program should be designed for ease of use, and to accommodate business growth and changing business needs. Microsoft Small Business Financials addresses these needs by providing flexible account structures, intelligent transaction processing, familiar Excel-based budgeting, and sophisticated financial reporting capabilities.

.... Small Business Financials - Banking ( Adobe PDF - 245 KB)