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 […]
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 […]
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 […]
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 […]
General Topics
New Business Central Financial Reports – Something Everyone Should Know
As most of you know Accounts Schedules are now called Financial Reports in Business Central, version 21 or 2022 Wave 2. The upgrade tool took all the names of Account […]
General Topics
Business Central Assisted Setup – Setup you Company / Exchange Rate Service Setup
Be sure to read the Microsoft Documentation and watch the video entitled ‘connect to an online service to update currency exchange rate.’ You will want to follow the steps in […]
General Topics
Business Central Assisted Setup – Update Users from Microsoft 365
There is no documentation listed for this step, it’s title is self explanatory. This topic provides the requisite verification but also prompts you to ‘configure permissions per license.’ If you […]
General Topics
Business Central Assisted Setup – Enter Company Details
Be sure to read the Microsoft Documentation. In the case of the company details topic, the Microsoft document is not as specific as it was for our last blog but […]
General Topics
BC Assisted Setup – New Company
Before you can use Assisted Setup, you must create a company. There is an assisted setup to help you create your new company. There are two steps in the create […]
General Topics
BC Assisted Setup – Sales Tax Setup
MVP Kristen Hosman wrote a great blog in the last month or so about sales tax setup. Please review https://buff.ly/3R3BE6h. I will not cover in this blog what Kristen so […]