Smartsoft Services

Finance and general ledger setup

Chart of accounts, posting setup, VAT and Making Tax Digital, general ledger restructuring and reconciliation.

Finance is where an ERP project succeeds or fails. We set up the finance side of Dynamics NAV and Business Central: the chart of accounts, posting setup, and VAT including Making Tax Digital for VAT.

We also restructure and reconcile existing general ledgers, so that reporting stays consistent after a move to a new system or a change in how the business is organised.

It suits finance directors and finance teams who want postings to land in the right accounts without manual correction. You get a ledger structure that matches your reporting, VAT set up correctly, and balances that reconcile.

What you get

  • Chart of accounts

    An account structure designed around the reports you need.

  • Posting setup

    Transactions post to the right accounts automatically.

  • VAT and Making Tax Digital

    VAT configured for UK requirements, including Making Tax Digital for VAT in Business Central.

  • General ledger restructuring

    An existing ledger reorganised without losing its history.

  • Reconciliation

    Balances checked against sub-ledgers so the numbers agree.

  • An accountant's approach

    Set up the way an accountant would check it.

Frequently asked questions

Do you help with Making Tax Digital for VAT?
Yes. We set up VAT and Making Tax Digital for VAT in Business Central as part of the finance setup.
Can you restructure our existing general ledger?
Yes. We redesign the structure and reconcile the balances so that reporting stays consistent.
Does the person doing this understand accounting?
Yes. Our approach comes from an accounting background, so postings and reconciliations are set up the way an accountant would check them.

Tell us about your system or your project.

We will reply with honest advice and a clear next step.

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