Kim Dallefeld, MCP, MCT, MCP Do you ever ask “why can’t I setup default general ledger accounts for vendors”? For example, Verizon is phone expense. Though not called default general […]

Kim Dallefeld, MCP, MCT, MCP Do you find Bank Reconciliation time-consuming? Are you doing your Bank Reconciliations in Excel? Recommendations:               Do your bank reconciliations in BC. This updates data […]

Kim Dallefeld, MCP, MCT, MCP Recurring journals to record expenses for prepaids such as insurance is really helpful. However it would be nice if when processing the invoice for anything […]

Kim Dallefeld, MCP, MCT, MCP Excel spreadsheets have errors. There is a better way to track assets and their depreciation. It’s easy to use and integrates with Business Central. Recommendation: […]

Kim Dallefeld, MCP, MCT, MCP Does your management team require financial reports to give details that are not just the amounts in general ledger accounts? Like sales per employee, gross […]

Kim Dallefeld, MCP, MCT, MCP Are you finding it very ‘clunky’ to breakdown expenses across departments over and over in journal entries or purchase invoices for example? Recommendation:               Allocation […]

Kim Dallefeld, MCP, MCT, MCP Dimensions are great but if you spend too much time correcting dimensions that were recorded or missed then you need more controls. Use of dimensions […]

Kim Dallefeld, MCP, MCT, MCP Having trouble using Business Central Financial Reports? Feel the formats are bland or there’s \\, not enough formats? Frankly, they  just need to be better? […]

Kim Dallefeld, MCP, MCT, MCP When using a Date Filter on the Chart of Accounts, it is difficult to remember when to use a date range with beginning and ending […]

Kim Dallefeld, MCP, MCT, MCP Situation: We do accruals for sales and expenses each month but then we have to reverse them, isn’t there an easier way? Recommendation: Recurring Journals, […]