Finance - Associations

Simplify financial management with associations 

The Associations module is a key part of Continia Finance, designed to elevate your financial management experience within Microsoft Dynamics 365 Business Central. This module makes it easier to create, manage, and reconcile associations, such as chains of stores and their parent companies. 

If your customer is also your supplier or vice versa, their transactions are displayed together in the Extended Application. This means you can easily view and allocate amounts from debit-side or credit-side settlements in one step. 

Key features 

• Flexible association setup: Assign accounts to specific groups for streamlined management. This gives you a clear overview of all open entries of an association, helping you manage your relationships more effectively. 

• Linked transactions: Set up associations between customers and vendors to access linked and cumulative transaction figures through the Customer/Vendor Link Card. This feature provides a complete picture of your financial interactions, ensuring nothing slips through the cracks. 

• Simplified reconciliation: Use the same reconciliation tools as with standard customer or vendor entries. Mark different association entries with a payment in the Extended Application and handle debit-side/credit-side clearing ensuring a streamlined reconciliation process that saves you time and effort. 

• Easy reminders: Set up extended reminders, helping you to keep track of associations. This includes options to account for associations, linked vendors, and customer/vendor credit balances. 

With the Associations module, you can optimize your financial operations, ensuring that all related transactions are efficiently managed and reconciled. Simplify your financial processes and gain better control over your accounts with Continia Finance.