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Kurze Fakten
- Preis
- $299.00 USD
- dynamics_365_business_central-Versionen
- —
- Rüstzeit
- 30 Min
- Lizenz
- Einmalig und unbefristet
- Sprachen
- 11 Sprachen
Einmalkauf
Year-End Closing & Financial Period Management for Business Central
A build-to-order AL extension that turns Business Central year-end and period close into a guided, auditable workflow: ownership-driven checklists, automated accruals, reconciliation tracking, and period lock controls. Built, installed per-tenant, and supported by ECOSIRE.
$299.00USD
Keine Zahlung jetzt. Dies sendet eine Angebotsanfrage an unser Team – wir melden uns per E-Mail mit Preisen und nächsten Schritten.
Hauptfunktionen
Close checklist as custom AL tables and pages with task ownership, due-date offsets relative to period-end, and sign-off status, surfaced on the Accountant Role Center via cues and a dedicated activity page
Automated accruals and recurring journals scheduled through the Business Central Job Queue, including auto-reversing accrual entries posted on a defined cadence with reversal-date control
Account reconciliation tracker for G/L control accounts (bank, AR, AP, inventory, intercompany) with subledger-vs-G/L variance flags and resolved/attested states
Period lock and reopen controls layered over native allow-posting date ranges, enforced through event subscribers on posting routines so locked periods reject postings by role
Logged reopen workflow with mandatory reason capture and user/timestamp audit trail for any period reopened after lock
Close status dashboard showing percent-complete, blocked tasks, overdue items, and per-owner workload for the active close cycle
Dedicated permission sets (e.g., close preparer, close approver, close admin) so checklist sign-off and period reopen are restricted to the right roles
Per-company and multi-company aware close cycles for tenants running several legal entities in one Business Central environment
OData/REST API endpoints exposing close status and checklist progress for Power BI dashboards or external monitoring
Optional Power Platform integration — Power Automate flows for Teams/Outlook reminders on overdue close tasks and Dataverse sync where applicable
Configurable close templates so month-end, quarter-end, and year-end run from distinct task sets without rebuilding the list each period
Built entirely with table/page extensions and event subscribers — no core object modification, keeping the tenant upgrade-safe across Microsoft's BC release cadence
Über dieses Produkt
Year-End Closing & Financial Period Management is a custom Business Central extension that ECOSIRE builds, installs, and supports on your environment. It replaces the spreadsheet-and-email close ritual with a structured, auditable workflow living directly inside Business Central.
Warum Year-End Closing & Financial Period Management for Business Central wählen
Close checklist as custom AL tables and pages with task ownership, due-date offsets relative to period-end, and sign-off status, surfaced on the Accountant Role Center via cues and a dedicated activity page
Automated accruals and recurring journals scheduled through the Business Central Job Queue, including auto-reversing accrual entries posted on a defined cadence with reversal-date control
Account reconciliation tracker for G/L control accounts (bank, AR, AP, inventory, intercompany) with subledger-vs-G/L variance flags and resolved/attested states
Period lock and reopen controls layered over native allow-posting date ranges, enforced through event subscribers on posting routines so locked periods reject postings by role
Logged reopen workflow with mandatory reason capture and user/timestamp audit trail for any period reopened after lock
Close status dashboard showing percent-complete, blocked tasks, overdue items, and per-owner workload for the active close cycle
The extension is delivered as a per-tenant AL extension (not a generic AppSource listing) so it can be shaped to your chart of accounts, dimensions, accounting periods, and approval culture. We deploy it to your Business Central Online (SaaS) or on-premises tenant, configure it against your real data, and hand over documentation and training.
At its core is a close checklist with task ownership, due offsets relative to your period-end, and sign-off — implemented with custom AL tables and pages, surfaced on Role Center cues. Recurring and accrual journals are scheduled through the Job Queue so reversing accruals and standard recurring entries post on cadence without manual intervention. A reconciliation tracker lets controllers attest G/L control accounts (bank, AR, AP, inventory, intercompany) against subledgers and mark variances resolved.
Period lock and reopen controls wrap Business Central's native allow-posting dates with role-aware enforcement via event subscribers on posting routines, plus a logged reopen path with reason capture for audit. A close status dashboard shows percent-complete, blocked tasks, and owner workload.
We use table/page extensions and event subscribers (not core modification), publish dedicated permission sets, and can expose close status over the OData/REST API or surface it in Power BI / Power Platform for dashboards and Teams notifications. Optional Dataverse sync is available where you run Power Platform alongside BC. Everything is honest, scoped, and supported — no black box.
Was Sie bekommen
- A per-tenant Business Central AL extension (.app) built to your chart of accounts, dimensions, and accounting period setup
- Deployment to your Business Central Online (SaaS) or on-premises tenant via the Extension Management / per-tenant publish workflow
- Configured close checklist templates for month-end, quarter-end, and year-end mapped to your team's task ownership
- Job Queue entries set up for your accrual and recurring journals, including reversal scheduling
- Dedicated permission sets assigned to the relevant user roles, plus a documented role matrix
- Source AL code, technical documentation, a user runbook, and a recorded handover/training session
Für wen das ist
Financial Controller
Owns month-end and year-end close and wants a single auditable place to assign tasks, track sign-offs, and prove the period was closed cleanly — without chasing email threads and spreadsheets.
Accounting Manager / Senior Accountant
Executes the close: posts accruals and recurring journals, reconciles control accounts to subledgers, and clears blockers. Wants automation for repetitive entries and a clear view of what's left.
BC Administrator / IT Finance Lead
Responsible for the Business Central tenant. Wants an upgrade-safe per-tenant extension built with event subscribers and permission sets — not core modifications — and a clear support path for updates.
Installationsübersicht
Von ECOSIRE herunterladen
Kaufen Sie die Lizenz auf ecosire.com und laden Sie die ZIP-Datei des Year-End Closing & Financial Period Management for Business Central-Moduls von Ihrem Konto-Dashboard herunter.
Auf Odoo hochladen
Extrahieren Sie die ZIP-Datei in Ihren Odoo-Ordner für benutzerdefinierte Add-ons auf dem Server (oder laden Sie sie über „Apps“ > „Aus Datei installieren“ auf Odoo.sh/Runbot hoch).
Installieren Sie das Modul
Aktivieren Sie den Entwicklermodus, öffnen Sie „Apps“, klicken Sie auf „Apps-Liste aktualisieren“, suchen Sie nach „Year-End Closing & Financial Period Management for Business Central“ und klicken Sie auf „Installieren“.
Einstellungen konfigurieren
Öffnen Sie das neue Menü, fügen Sie Ihren ECOSIRE-Lizenzschlüssel ein, verbinden Sie alle externen Anmeldeinformationen (Shopify, Amazon, Stripe usw.) und speichern Sie.
Verifizieren und live gehen
Führen Sie den integrierten Verbindungstest aus, synchronisieren Sie Ihre ersten 10 Datensätze und planen Sie den wiederkehrenden Cron. Wenden Sie sich an den Support, wenn etwas fehlschlägt.
Wie Year-End Closing & Financial Period Management for Business Central im Vergleich abschneidet
| Kriterium | ECOSIRE | Benutzerdefinierter Build | Konkurrent | Odoo Native |
|---|---|---|---|---|
| Guided close checklist with task ownership and sign-off | ||||
| Automated accruals & recurring journals via Job Queue | ||||
| Tailored to your chart of accounts, dimensions & periods | ||||
| Period lock + audited reopen with reason capture | ||||
| Built, installed & supported on your tenant (no self-build) | ||||
| Upgrade-safe (event subscribers, no core modification) | ||||
| OData/REST & Power BI / Power Platform integration |
Häufig gestellte Fragen zu Year-End Closing & Financial Period Management for Business Central
+Is this an instant download from Microsoft AppSource?
No. This is a build-to-order extension. ECOSIRE builds it as a per-tenant AL extension tailored to your chart of accounts, dimensions, and accounting periods, then installs it on your Business Central environment. There is no instant AppSource download — the value is that it fits your actual setup rather than being generic.
+What is the delivery lead time after I order?
Typical delivery is 2 to 4 weeks from the kickoff call, depending on the number of legal entities, the complexity of your reconciliation accounts, and any Power Platform or OData integration you request. We confirm a firm timeline during scoping. You receive interim builds for review before the final per-tenant publish to your tenant.
+How does ongoing support and updates work?
After go-live ECOSIRE provides a support period for bug fixes and configuration adjustments. Because it's built with table/page extensions and event subscribers rather than core modifications, the extension is upgrade-safe across Microsoft's Business Central release waves; we offer a maintenance arrangement to recompile, test, and republish against new BC versions and to add checklist or reconciliation logic as your close evolves.
+Does it work with multiple companies in one Business Central tenant?
Yes. Close cycles are company-aware, so each legal entity runs its own checklist, accruals, and reconciliation tracking within the same tenant. Controllers overseeing several entities get a consolidated status view, and period lock controls are enforced per company.
+Will it modify or risk our existing financial data?
No core Business Central objects are modified. The extension reads your G/L, subledgers, and accounting periods and adds its own tables, pages, and event-subscriber logic. Accruals and recurring journals post through standard Business Central posting routines, so all entries follow your existing audit trail, number series, and approval controls.
Warum Kunden ECOSIRE vertrauen
SOC 2 ausgerichtet
DSGVO-konform
Sichere Stripe-Zahlung
30 Tage Geld-zurück-Garantie
Lebenslange Updates
LGPL-3.0-Lizenz
Verwandte Module
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Year-End Closing & Financial Period Management for Business Central
A build-to-order AL extension that turns Business Central year-end and period close into a guided, auditable workflow: ownership-driven checklists, automated accruals, reconciliation tracking, and period lock controls. Built, installed per-tenant, and supported by ECOSIRE.
- Close checklist as custom AL tables and pages with task ownership, due-date offsets relative to period-end, and sign-off status, surfaced on the Accountant Role Center via cues and a dedicated activity page
- Automated accruals and recurring journals scheduled through the Business Central Job Queue, including auto-reversing accrual entries posted on a defined cadence with reversal-date control
- Account reconciliation tracker for G/L control accounts (bank, AR, AP, inventory, intercompany) with subledger-vs-G/L variance flags and resolved/attested states
- Period lock and reopen controls layered over native allow-posting date ranges, enforced through event subscribers on posting routines so locked periods reject postings by role