BC Month End with Power Automate

Josh Anglesea

A month end procedure is a regular topic to be covered when implementing finance with D365 BC. Some finance systems throw a user into a defined routine but with D365 BC it’s much more simplistic. To remove the need for users to be experts wouldn’t a defined routine be useful?

Here is the goal: Create a Power Automate flow that will handle the month end procedure in BC with minimal user input. Principal thing here is that month end is routine so why not have something to cater for it. Caveat here being that job knowledge makes up for a big portion of this finance process so not all of it can be catered for. The scope is laid out in the next paragraph.

So what makes up a month end in BC and what is the scope of this procedure?:

  • User setup – change the allow from and…

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