I’m sure everyone is writing about the coming changes that will be released in October. I had to jump in with my opinion….since I can’t ever keep quiet! The following changes are focused on the Operations side of the business, it’s good to see this area being given some attention Read more…
Thanks to Cynthia Priebe for allowing me to share her article on bank rec files with two columns! Import your Wells Fargo Bank Statement to Bank Reconciliation in Microsoft Dynamics 365 Business Central with a Data Exchange Definition Author: Cynthia Priebe, August 4, 2023 Senior Consultant & Trainer | Microsoft Read more…
Data Migration Do’s and Don’ts – One Consultants Option Having just been part of two huge data migrations in the last month, suffering through the issues, fixes and repetitions and knowing there has to be a better way, I decided to put together thoughts on how to plan and improve Read more…
Objectives of this blog is to invoke ideas about getting organized information out of Business Central. Helping you understand the versatility of standard reports, reviewing report building tools for financials, sales, purchases and inventory, building ad-hoc reports, how to edit external facing documents such as invoices and purchase orders, learning Read more…
The new “Analyze” feature for Business Central that is coming in April 2023 and it is the Cat’s Meow!!! For all of us that are not Power BI Gurus, Reporting Writing Experts or Excel SuperUsers, even we can Analyze data with the click of a few buttons right inside BC. Read more…
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…
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…
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…
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…
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…