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 […]
Data Migrations – Do’s and Don’ts
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 […]
Business Central Reporting Options
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, […]
Pivot Tables “inside” Business Central, Oh MY!!!
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 […]
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 […]
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 […]
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 […]
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 – […]
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 […]
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 […]