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Reconciliations for Eagle

About this app

Reconciliations for Eagle is an app designed to streamline and simplify the reconciliation process within Microsoft Dynamics 365 Business Central. With this app, users can efficiently create reconciliations and analyze data, ensuring accuracy and compliance in their business operations.

The app supports various reconciliation types and works with any ledger entry. Examples include sales, purchase, time, income statement, and balance sheet reconciliations with detailed specifications. Users can configure settings, automate reconciliation creation, and analyze data directly in Business Central for improved efficiency. Reconciliations can be saved, commented on, and easily reviewed. Users can quickly access and analyze related reconciliations for convenient reference.

Important

To use Reconciliations for Eagle, the Eagle app is required. Installing Reconciliations for Eagle will automatically install the Eagle app if it is not already installed.

Key Features

Flexible Reconciliation Options

Reconcile any ledger entry, focusing on accounts, resources, items, projects, dimensions, and more to match your business needs.

Automated Reconciliation Workflows

Automate reconciliation creation using workflow automations and dynamic date filters to support recurring reconciliations.

Integrated Data Analysis

Analyze financial data in Business Central to spot discrepancies and trends. Add comments and track history over time. Easily view related reconciliations.

Flexible Tolerance Settings

Set flexible tolerances by amount or percentage for reconciliation differences. Lines within tolerance are marked as handled automatically; others require review. Customize tolerances for each reconciliation type or line to manage variances, such as actuals vs. budget or gross margin checks, using lower and upper limits.

Balance Sheet Specifications

Define and manage reconciliation specifications with built-in tools for compliance. Generate reports, export data, or import files to tailor the process to your organization's needs.

Getting Started
User Guide
How to Set Up Balance Sheet Reconciliation