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General Topics

Setting Up and Using EFT/ACH Vendor Payments

How to setup and use electronic funds transfer (EFT) in ACH format to pay vendors in Business Central (excerpts from Microsoft documentation, notes added by Kim Dallefeld) The cost of paying vendors by paper check is estimated at between $3.00 and $10.00 per payment, with receiving payment by check at Read more…

By kdallefeld, 2 weeks ago
Inventory

Serial No & Lot No Information Record

As a user that has serial number or lot number requirements, did you know that there are Serial No and Lot No Information Records. Or are you like my last client who said ‘what are you talking about?’ The Lot No and Serial No List and Card screens, list all Read more…

By kdallefeld, 2 months ago
General Topics

Time Savers in Business Central

Is Month End too stressful? Is your monthly checklist too long? Are you working too hard? Lets work smarter. Business Central continues to provide features that we can use to save time both throughout the month and at month end.  Let’s review a few. We are going to review deferrals Read more…

By kdallefeld, 3 monthsMarch 13, 2023 ago
General Topics

BC Release 2023 Wave 1 – The Great, The Good, The OK – One Consultant’s Opinion

I am definitely excited about this release. I’ve only reviewed a few of the changes. I guess they are the ones that caught my attention the most…. The Great – #1 Review General Ledger Accounts Now you can ‘reconcile’ or review entries in general ledger accounts for easy periodic reconciliations, Read more…

By kdallefeld, 4 months ago
General Topics

Assisted Setup – My Journey

I started on a journey to learn all of the things in Assisted Setup. This the story of what I have learned in the first ten (10) items on this extensive live. The first thing that I noticed what that before you could even start, you had to have a Read more…

By kdallefeld, 4 months ago
General Topics

Assisted Setup Series – Report on Financial Health – Process Consolidations

Consolidating financial data is super simple in Business Central, I personally don’t understand why so many companies extract data to Excel and manually consolidate. BC provides the ability to consolidate two or more companies into one by a percentage of the operation and can have an many consolidate tiers as Read more…

By kdallefeld, 5 monthsDecember 16, 2022 ago
General Topics

Assisted Setup Series – Report on Financial Health – Setup an IRS 1096 feature

This assisted setup step is to help enable reporting of the IRS 1096 in the NA version and provide an easy overview. As those in the US know the 1096 summarizes 1099s and is required to be filed with the IRS when using paper 1099 forms. At first glance, the Read more…

By kdallefeld, 5 monthsDecember 16, 2022 ago
General Topics

Assisted Setup-Get ready for First Invoice/Customize Document Layouts

Description says “Make invoices and other documents look right for your business.” Hmmm, that can mean a lot of things! First, make sure that you have completed entering your Company Details so that your business name, address and logo are in Company Information. Most documents utilize this information. Second, you Read more…

By kdallefeld, 6 monthsDecember 1, 2022 ago
General Topics

Assisted Setup – Get Ready for First Invoice/Setup Outgoing Email

I’m much more of a functional person than technical, so the technicalities of setting up email are not my forte. I usually have an IT person help me. However, when using Office 365 it’s pretty simple! Be sure to read the Microsoft Documentation. In the case of the setting up Read more…

By kdallefeld, 6 monthsDecember 1, 2022 ago
General Topics

Assisted Setup – Setup Your Company – Fetch Users from Microsoft 365

You are setting up Business Central which probably means that your system will be used by several persons within your organization. ‘Fetching’ users is the easiest method for completing the initial seertup of users in the database. Description for this assisted setup states “Get the latest information about users and Read more…

By kdallefeld, 7 monthsOctober 30, 2022 ago

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  • Setting Up and Using EFT/ACH Vendor Payments
  • Serial No & Lot No Information Record
  • Time Savers in Business Central
  • BC Release 2023 Wave 1 – The Great, The Good, The OK – One Consultant’s Opinion
  • Assisted Setup – My Journey
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