Business Central
Built natively on Dynamics 365 BC. Re-use your chart of accounts, dimensions, posting groups, and workflows, with no rip-and-replace.
For school districts on Business Central
Budget and payroll dashboards for your Business Central tenant.
Folio reads your district's Dynamics 365 Business Central ledger and shows budget and payroll to the people who should see them, by role and by department. Use Folio's dashboards and report builder, or point your own reporting tool at the same data.
- Payroll
- Finance
- ProcurementPlanned
- HRPlanned
The app is a sample environment: a fictional district with fictional figures. Pick a person to sign in, no password.
Search ledger entries, POs and payroll runs
FY 2025–26Finance
Executive summary
Operating cashflow
$12.48M
+3.1%vs Nov
Burn rate
$1.21M/mo
−1.6%vs Nov
Open PO value
$2.14M
+3.9%vs Nov
Headcount cost
$4.05M
+0.7%vs Nov
Operating cashflow
Jan – Dec, $M
Open POs
418
$2.1M committed
Payroll cycle
Day 11 of 14
On track
Pending approvals
27
9 over SLA
Runs inside the Microsoft stack your district already licenses
- Business CentralNative foundation
- ReportingOurs or your own
- Microsoft 365Teams, Outlook, SharePoint
- Entra IDSingle sign-on
Microsoft ecosystem
Runs inside your Microsoft tenant
Folio sits in the Microsoft tenant you already use, so it shares your identity directory, your security model and your data boundary. Your financial records are not copied to a third party.
Reporting, ours or yours
Use Folio's dashboards and report builder, with control over who sees what, or point your own reporting engine, Power BI included, at the same Business Central data.
Microsoft 365
Works inside Teams, Outlook, and SharePoint. Approvals, alerts, and documents land where your people already work.
Entra ID
Single sign-on, conditional access, and SCIM provisioning through your existing Entra ID directory.
Live ledger
Every transaction in one ledger
Entities, funds and modules consolidate in Business Central. Every purchase order, invoice and payroll run posts to the same auditable ledger, so there is nothing to reconcile between systems.
- Multi-entity general ledger
- Three-way PO matching
- Continuous close, not period close
Recent postings
Illustrative
| Date | Document | Account | Amount, $ |
|---|---|---|---|
| Sep 29 | Payroll run 195100 · Certified salaries | 5100 · Certified salaries | 1,204,511.62 |
| Sep 28 | PO-10482 received5410 · Instructional supplies | 5410 · Instructional supplies | 18,240.00 |
| Sep 27 | AP invoice 77315620 · Utilities | 5620 · Utilities | 42,908.15 |
| Sep 26 | Grant drawdown4310 · Federal revenue | 4310 · Federal revenue | (310,000.00) |
Posted to Business Central · trial balance in balance
Reporting
Folio's dashboards, or your own reporting tool
Folio ships budget and payroll dashboards and a report builder you can group, filter, save, share and export. Access is set per role, and each person can be limited to their own departments. If you already run a reporting tool, such as Power BI, point it at the same Business Central data instead. Either way, each figure traces back to the journal line it came from.
- Dashboards and a report builder, built in
- Per-role and per-department access control
- Or keep Power BI, or any tool you already run
What your reporting reads
General ledger
Actuals by fund, function and object
Budget vs actual
Encumbrances included, by school
Payroll & positions
FTE, cost and vacancies
Procurement
Open POs, receipts and three-way match
Access follows Business Central permissions · refreshed on every posting
Modules
Modules on one ledger
Payroll, finance, and controls are in the sample app today; purchase orders, the file room and HR are planned. Every module shares one sign-in, one set of permissions and the same ledger.
Flagship
Payroll
Multi-jurisdiction payroll with statutory filings and GL posting.
- Off-cycle runs
- Statutory filings
- Direct deposit
- GL sync
Financial management
Budget against actual, variance, the year-end forecast and capital projects, from the general ledger.
- Budget vs actual
- Variance
- Forecast
- Capital projects
Planned
Purchase orders
Requisitions to receipts with three-way matching and policy controls.
- Requisitions
- Vendor catalog
- Three-way match
- Approval routing
Planned
Digital file room
Versioned, permissioned document vault with audit trails.
- Versioning
- Granular access
- OCR and search
- Retention policies
Planned
Lightweight HRMS
People records, time off, and lifecycle workflows without the bloat.
- Org chart
- Time off
- Onboarding
- Documents
Controls & audit
Who sees which report, by role and department, with a log of every change and an access review.
- Permission matrix
- Audit log
- Data scope
- Access reviews
Payroll · Flagship module
Payroll posts to the same ledger
Folio runs payroll on the same ledger as finance and procurement: multi-jurisdiction pay runs, statutory filings and direct deposit, posted to Business Central and followed on dashboards that show where every run stands and what it costs against budget.
Gross pay by pay run
Bi-weekly, Jul 10 – Oct 16, $M
View as table
| Pay date | Gross pay | Status |
|---|---|---|
| Jul 10 | $4.38M | Paid |
| Jul 24 | $4.36M | Paid |
| Aug 7 | $4.41M | Paid |
| Aug 21 | $4.57M | Paid |
| Sep 4 | $5.86M | Paid |
| Sep 18 | $5.94M | Paid |
| Oct 2 | $5.91M | Paid |
| Oct 16 | $5.97M | In progress |
Pay run · Oct 16
In progress
- Inputs lockedTime, leave and changesDone
- CalculatedGross to net, by jurisdictionDone
- ApprovalAwaiting a second approverIn progress
- Direct depositReleased on the pay dateNot started
- Posted to the ledgerBusiness Central G/LNot started
Gross to net
- Gross pay
- $5.97M
- Income tax withholding
- −$0.93M
- Statutory contributions
- −$0.37M
- Retirement and pension
- −$0.48M
- Health, dental and other
- −$0.29M
- Net pay
- $3.91M
Multi-jurisdiction pay runs
Regular and off-cycle runs across jurisdictions, with the statutory filings each one requires and pay released by direct deposit.
Posted to Business Central
Each run posts to the general ledger and stays in sync with it, so payroll cost by department is reported against budget, including the months with three pay dates.
Gross to net, in the open
Dashboards follow every run from gross to net, with deductions and remittances in aggregate and its status from locked inputs to posting.
Controls that carry through
Permissions decide who sees which payroll report, every change to them is logged, and figures are aggregates only: no individual pay appears anywhere.
Explore the reporting app with sample data
A sample environment: a fictional district with fictional figures, not a customer's data.
How it works
From connection to month-end close
- 1
Connect
Deploy into your existing Microsoft tenant and connect it to Business Central.
- 2
Configure
Set up your chart, approval policies, and reporting using the tools your team already knows.
- 3
Operate
Run finance, procurement, payroll and HR with approvals and an immutable audit log.
- 4
Close
Read the books from live dashboards instead of spreadsheet exports.
Enterprise ownership
Where the data lives and who can see it
Your tenant
Folio deploys inside your own Microsoft 365 / Azure tenant. No shared infrastructure, no co-mingled data, no surprise third-party subprocessors.
Your data
Your records live in your Business Central database, and in your own reporting workspace if you use one. You control residency, retention, encryption keys, and access policies.
Your reporting
Use Folio's dashboards and report builder, or point Power BI or another tool at the same Business Central data. Access follows each person's role and departments.
Enterprise protection
Entra ID, conditional access, MFA, DLP, audit logging, and Microsoft Defender integration. The same security standards you already enforce.
Technical trust
Security comes from your Microsoft tenant
Folio runs inside Dynamics 365, so audit, permissions, encryption and data residency are governed by the standards you already enforce. An auditor can trace each control back to your Microsoft tenant.
- Single tenant
- Your own Business Central tenant
- Entra ID
- SSO, MFA and conditional access
- Azure region pinning
- Choose where your data resides
- Microsoft audit scope
- Business Central and Azure: SOC 2 Type II, ISO 27001
- FERPA and COPPA aligned
- The Aptik suite standard for K-12 data
- Immutable audit log
- Every posting traced to a user and an approval
Get started
Run your district's finance on Business Central.
Folio deploys into the tenant you already run. Tell us about your Business Central setup and we will walk you through Folio on your own data.
Request access opens an email to hello@aptik.io.
Explore the reporting app with sample data
A sample environment: a fictional district with fictional figures, not a customer's data.