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Giving an external accountant access to your Business Central

As an Enterprise Resource Planning software, Microsoft Dynamics® 365 Business Central has the business financials at the core of its functionality. This means that there is a wide range of finance tools and reporting for the Financial Controller/Finance Director. However, many businesses use an external accountant to manage the finances, especially with regard to filing VAT returns. Business Central comes with free licenses for external accountants (3 for the SAAS model and 1 for the on-premise model).

If you have not done it before, it might not be that intuitive, as it is not necessarily managed through the Office 365 Admin Centre – in fact it only takes a few steps from within Business Central to get it set up. Here we look at how to set up your accountant for use with your Business Central System.

The Process for Inviting Your External Accountant

Before you get started, it is a requirement that you are logged on as a user with administrative rights, and also the SMTP setup must be in place to allow for sending emails from the system.

From My Business Central, make sure you have selected Explore all.

My Business Central

Under the Administration tab, click on Users:

Open Users

From here, click on Process in the menu and select the Invite External Accountant option.

Invite External Accountant from the process menu

Now the Invite External Accountant wizard will open, starting with consent regarding sharing the organisational data with an external party.

Invite External Accountant assisted setup

If you are happy with the wording, click accept and click Next to go through to fill in the accountants details. You can also edit the email that will be sent to the accountant. 

Insert your accountant's contact details in the wizard

On clicking Next will grey the screen and show you a "Working on it..." notification. This may take a couple of minutes, so please just leave it until it has finished.

working on it

After Business Central has invited the accountant to gain access to your system, you will be notified of the success:

you have successfully invited your accountant to use Business Central

Need Help?

We hope that you have found the information useful and that you have successfully invited your accountant to have access to you Microsoft Dynamics 365 Business Central system. If you need more help with Business Central, we are pleased offer a number of different options:

Training  Support   Implementation

If you are still not sure, please contact one of our helpful team:

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Jesse Lawrence

Jesse is our marketing manager, keeping an eye on the latest news in the market as well as having worked on the GDPR legislation. 

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