30 Problems/30 Fixes – Tip #26 Shortcuts
Kim Dallefeld, MCP, MCT, MCP Back in NAV, I used shortcuts or F-keys and they saved so much time….I need them back! Recommendation: They are there, the particulate ‘f’ keys are different but they are there! Find them by choosing the ‘?’ in the top right corner, scroll down to the keyboard shortcuts. (first […]
30 Problems/30 Fixes – Tip #25 Filter to this Value
Kim Dallefeld, MCP, MCT, MCP I see the value that I want but then I choose the filter icon. I have to find the field that I want and enter the value. Is there an easier way to set the filter when I can see the value that I want on the screen? Recommendation: […]
Using Analyze Mode in Business Central
Kim Dallefeld, MVP, MCT, MCP Business Central’s Analysis Mode in version 26.2. What Microsoft added to this version for Analysis Mode is nothing short of life changing! While the Analysis Mode feature, in and of itself is amazing, we now can add fields from other tables to the views and use them like they were […]
30 Problems/30 Fixes – Tip #24 Badge
Kim Dallefeld, MCP, MCT, MCP It is so hard to know which company that I’m working in, is there a solution? Recommendation: Yes, in Company Information, set a Company Badge Note: production badges are circle badges and sandbox badges are square badges. This makes is easy to know if you are in production or a […]
30 Problems/30 Fixes – Tip #23 Peeks
Kim Dallefeld, MCP, MCT, MCP What is a ‘peek’? One or two clicks to get to additional data, are simply called peeks. Here’s a couple of examples: 2. Drilling on a field to get a list, you see a ‘show details’ option and clicking on those words, the associated record is displayed. Shortcuts, peeks, whatever […]
30 Problems/30 Fixes – Tip #22 Bookmarks
Kim Dallefeld, MCP, MCT, MCP Do you have “a pretty good Role Center but are missing several things that you use all the time?” Do you find that you are searching for some of the same things over and over? Do you wonder if there is an easy way to stop spending so much time […]
30 Problems/30 Fixes – Tip #21 Role Center
Kim Dallefeld, MCP, MCT, MCP I have to search for every single thing that I want/need to do, can’t this be easier? Answer is Absolutely, and it’s all related to your Role Center! Recommendation: Use a Role Center designed for your functions. BC comes with many roles but assigning the best one to users […]
30 Problems/30 Fixes – Tip #20 Dates
Kim Dallefeld, MCP, MCT, MCP I enter dates constantly, is there anything that can improve efficiency for date? Recommendation: ABSOLUTELY! Here’s a few examples. In the example screenshots below, note the first Posting Date or Date Filter as it will have the example of what to enter and then the Posting Date or Date […]
30 Problems/30 Fixes – Tip #19 Payment Tolerance
Kim Dallefeld, MCP, MCT, MCP Sometimes my customer’s payment is for a wrong amount, typically a small amount, isn’t there an easy way to just write this off at the time of entering the cash receipt? Recommendations: Yes, it’s called Payment Tolerance When your deposit or cash receipts journal is posted, BC will credit […]
30 Problems/30 Fixes – Tip #18 Recurring Lines
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 ledger accounts for customers or vendors, Business Central does have an answer! Recommendation: The answer is Recurring Purchase Lines and for sales, Recurring Sales […]