Dynamics 365 Business Central payment tracking is critical to managing cash flow—one of the biggest challenges for businesses using Microsoft Dynamics 365 Business Central. Without the right reporting, it’s easy to lose track of which payments apply to which invoices, leading to confusion, errors, and wasted time.  

Enter Query Builder (part of Popdock), a powerful tool that makes it simple to build custom reports, like the cash receipts report. Watch this video to see just how simple it is with Popdock: In our example, the report pulls payment data directly from D365 Business Central’s customer ledger entry, then adds an applied-to field to see which invoices a payment was instantly applied to. Whether a payment covers one invoice or multiple, all the details are available in one place.  

Why Dynamics 365 Business Central Payment Tracking is a Game-Changer

  • Full transparency – No more digging through D365 Business Central to match payments to invoices. Everything is clearly displayed. 
  • Faster, more accurate reporting – Query Builder provides direct table-level access, pulling all necessary fields (including custom ones) without manual joins. 
  • No duplicate data – Smart Filters ensure clean, reliable results, so you’re not sifting through unnecessary information.  
  • Optimized for performance – Reports pulls from a prebuilt table in D365 Business Central, keeping queries fast and efficient. 
  • Customizable for your needs – Whether you need to add or tweak filters, the flexibility of Query Builder allows you to refine your reports.  

Unlock the Full Potential of Your Data 

This approach isn’t just for payments—it’s a blueprint for how you can create custom reports that make D365 Business Central data more useful. Whether tracking transactions, monitoring outstanding balances, or analyzing trends, Popdock gives you the tools to build reports, solve real business problems, and enhance D365 Business Central.  

Want to see Popdock in action? Watch this demo from eOne Consultant Calum McGrath and see how you can start building better reports today!