Dynamics 365 Bookkeeping Setup & Configuration

*** French speaking candidates are preferred, given business is located in Montreal, Canada ***

We are starting a new company and looking to adopt Microsoft Dynamics 365 Business Central as our core accounting platform. The company is and ice cream shop. There is not legacy data to be imported, and the company will be starting its operations next week.

We are looking for someone that will help with the setup of the environment, as well as the monthly bookkeeping and bank reconciliations. We don't have prior experience with Business Central, so looking for hands-on assistance getting it ready for day-to-day use, including helping setting up periodic reports. Some of the specifics that will be needed include:

• Accounts receivable & payable – create posting groups, payment terms, approval flows, reminders, and automated email layouts so invoices and bills move through the system cleanly.
• Bank reconciliation – set up reconciliation rules to keep cash positions accurate with minimal manual effort.
• Tailored configurations – adapt dimensions, chart of accounts, and user roles to match our processes, plus any subtle tweaks that make Business Central feel natural.

Acceptance criteria
• New Business Central instance is fully operational under my subscription.
• AR/AP and bank reconciliation workflows are tested with live sample data and post without errors.
• Custom configurations are listed in a handover document (Word or PDF) and demonstrated in a short recorded session or live call.

If you have a proven track record configuring Dynamics 365 Business Central for small companies, I look forward to working together on this rollout.