The Finance capability provides comprehensive financial analytics covering general ledger, receivables, payables, posting group analysis, budget management, and BC financial report row definitions.
This is typically the most important capability for any deployment — it covers core financial reporting needs including dynamic financial reports (using BC's row definitions), receivables and payables aging as of any date, and budget vs. actual analysis.
G/L Account master — account number, name, type, and Account Category as set in BC Chart of Accounts. Includes a ragged hierarchy (up to 7 levels) for drill-down, so accounts nest correctly regardless of how many indentation levels a chart of accounts uses — an account without indentation or Begin/End-Total markers appears at every level (its own code and name at level 1, "n/a" below), so its amount is never hidden regardless of how deep the hierarchy is drilled
Currency
Currency master from BC — ISO code, description, and exchange rate attributes. Shared with Sales and Purchasing
Financial Report Row
Financial report row definitions from BC — row numbers, descriptions, totaling types, and formulas for dynamic financial statement rendering. Includes visibility flag for filtering hidden rows and totaling type classification
Aging
Synthetic dimension — 10,500 rows classifying days outstanding (-500 to 10,000) into 14 aging buckets. Each row has bucket description, short label, group, and sort order
General Business Posting Group
BC general business posting groups — customer/vendor classification for tax and GL account mapping
General Product Posting Group
BC general product posting groups — item/resource classification for GL account mapping
Vat Business Posting Group
BC VAT business posting groups — VAT registration classification
Vat Product Posting Group
BC VAT product posting groups — VAT rate classification per product type
G/L Entry — posting date, document details, debit/credit amounts. The dim table holds transaction details (entry no, document no/type, description)
General Ledger Budget
General Ledger Budgets
G/L Budget Entry — budget amounts by account, dimension, and period
General Ledger Budget Benchmark
Role-playing dimension — selects which budget to use as benchmark for comparison
General Ledger Budget Perspective
Calculation group — switches between Actual and Benchmark budget perspectives
Accounts Receivable
Accounts Receivables
One row per invoice, payment, credit memo, application, and write-off event that moves a Customer Ledger Entry's balance. The measures rebuild each entry's outstanding balance as of any date, so the full history stays available and an unpaid entry stays however old it is
Accounts Payable
Accounts Payables
Mirror of Accounts Receivable for the vendor side. In EV Tecto Insight, entries also link to the Project dimension (SBA customers), enabling project-level payables filtering, and SBA hold-back adjustments are flagged as withheld
Budget opening balance — balance-sheet accounts accumulate from inception, income-statement accounts start at zero
General Ledger Budget Ultimo Amount
Budget closing balance — balance-sheet accounts accumulate from inception, income-statement accounts reflect only the selected period's budgeted result
Accounts Receivables Outstanding Balance, Number of Receivable Entries, Number of Open Receivable Entries, Accounts Receivables Avg Payment Timing, Accounts Receivables Amount, Accounts Receivables Days Sales Outstanding
Overdue
Accounts Receivables Overdue Balance, Number of Overdue Receivable Entries, Accounts Receivables Overdue Entry %, Accounts Receivables Avg Days Overdue
Due
Accounts Receivables Due Balance, Number of Due Receivable Entries, Accounts Receivables Due Entry %
Overdue — Period (P)
Number of Receivable Entries Closed Late P, Accounts Receivables Overdue Entry % P
Accounts Receivables — Period (P)
Number of Closed Receivable Entries P, Accounts Receivables Avg Payment Timing P
As-Of History (H)
Number of Closed Receivable Entries H, Number of Receivable Entries Closed Late H, Accounts Receivables Overdue Entry % H, Number of Receivable Entries Closed On Time H, Accounts Receivables Due Entry % H
Due — Period (P)
Number of Receivable Entries Closed On Time P, Accounts Receivables Due Entry % P
Accounts Payables Outstanding Balance, Number of Payable Entries, Number of Open Payable Entries, Accounts Payables Avg Payment Timing, Accounts Payables Amount, Accounts Payables Days Payable Outstanding, Accounts Payables Withheld Amount
Overdue
Accounts Payables Overdue Balance, Number of Overdue Payable Entries, Accounts Payables Overdue Entry %, Accounts Payables Avg Days Overdue
Due
Accounts Payables Due Balance, Number of Due Payable Entries, Accounts Payables Due Entry %
Overdue — Period (P)
Number of Payable Entries Closed Late P, Accounts Payables Overdue Entry % P
Accounts Payables — Period (P)
Number of Closed Payable Entries P, Accounts Payables Avg Payment Timing P
As-Of History (H)
Number of Closed Payable Entries H, Number of Payable Entries Closed Late H, Accounts Payables Overdue Entry % H, Number of Payable Entries Closed On Time H, Accounts Payables Due Entry % H
Due — Period (P)
Number of Payable Entries Closed On Time P, Accounts Payables Due Entry % P
Monthly financial reporting — Render P&L and Balance Sheet using BC's Financial Report row definitions directly in Power BI
Budget vs. actual — Compare GL actuals against budget entries by account, dimension, and period
Budget benchmarking — Compare primary budget against a benchmark budget to track variance between budget versions
Cash flow management — Track receivables and payables aging as of any date across 14 aging buckets
Payment history and event tracing — The Accounts Receivables and Accounts Payables measures compute over every invoice, payment, credit memo, application, and write-off event that moved a balance — useful for auditing how a balance reached its current state
Customer credit risk — Identify overdue receivables by days outstanding classification
Working capital efficiency — Track Days Sales Outstanding and Days Payable Outstanding to monitor how quickly receivables convert to cash and how payables are timed against purchases
Project-level payables — In EV Tecto Insight (SBA), filter outstanding vendor balances and aging by project for project-level accounts payable reporting
Withheld payables tracking — In EV Tecto Insight (SBA), track hold-back amounts withheld from suppliers as a point-in-time balance, separate from outstanding payables
Posting group analysis — Analyze transactions by business and product posting group combinations
Dimension analysis — Slice any GL transaction by up to 8 global dimension combinations
Document drill-through — Click a document link in Power BI to open the original document directly in Business Central