Having quick access to financial information enables finance teams to monitor vendor balances, outstanding invoices, and payment status more efficiently. In this video tutorial, we show you how to check a vendor’s balance, open invoices, and transaction history in Microsoft Dynamics 365 Business Central, all in just a few simple steps.
How to quickly check a vendor balance in Business Central
The first step is to open the Search function located in the upper-right corner of the application or use the keyboard shortcut Alt + Q. Type “Vendors” and open the complete list of vendors.
Once you locate the desired vendor, you’ll notice that the list already displays key financial information, including:
- Balance (LCY) – the total outstanding balance;
- Balance Due (LCY) – the amount that has passed its due date.
These fields allow you to quickly review a vendor’s financial status without navigating through multiple screens.
Viewing open invoices and transactions
To analyze a vendor’s balance in more detail, simply click the amount displayed in the Balance (LCY) column.
This opens the Vendor Ledger Entries page, where you can review all related transactions, including:
- Posting date;
- Document type (Invoice, Payment, etc.);
- Document number;
- Open transactions.
This makes it easy to identify and review any outstanding invoices in just a few seconds.
Quick access to vendor information
For a more comprehensive overview, you can open the Vendor Card, which provides additional information such as:
- Payment terms;
- Contact details;
- General vendor information.
From the Vendor Card, you can also access balance details instantly by clicking the amount displayed in the General section, without having to navigate through additional menus.
Better control over vendor payments
The ability to quickly check vendor balances and related documents helps organizations manage payment processes more efficiently while reducing the time spent on manual verification.
By centralizing financial information within a single platform, Microsoft Dynamics 365 Business Central provides finance and procurement teams with complete visibility into outstanding payables, enabling faster and better-informed business decisions.
