Business Central Remit-to Addresses
Super Excited….I’m such a proud nerd and geek! For a long time, in Business Central we wanted to have Vendor Remit to Addresses. And thank you Microsoft, for adding this feature to Business Central a few versions back. Initially, the issue was that it was designed such that the data entry clerk had to indicate, […]
Quick Dozen – Business Central Chart of Accounts and Dimensions Tips and Tricks
And get rid of various other columns that you find you are not using, which is most of them. 2. Though some users do not like headings, beginning totals, ending totals or total accounts in their chart of accounts; having an on-screen trial balance every time you open your chart of accounts list, is very […]
ACH Strange Issue
This one was a head scratcher! Microsoft worked with me to find a solution that is so simple, I wanted to pass it along to everyone! The issue is that our ACHs started giving as error as soon as we chose Bank>>Export. Immediately, the following error is displayed: We’ve all seen this, so we look […]
Reminder Automation – Release 2024, Wave 1
Please read BEFORE you try to automate your Reminders…. Don’t be like my friend who emailed 700 reminders dating three years back! Read to the end for big tips so you do not make the same mistake!! The new Accounts Receivable Administer Role Center was designed for your Accounts Receivable Manager with tiles that really […]
I want it my way! Fact Box Personalization in BC
I get asked quite often about the Fact Boxes on various screens (called pages) in Business Central. Are there other Fact Boxes? Why does another user see different Fact Boxes? How can I manage my Fact Boxes? The answer to all these questions is Personalization. To add, remove, and re-organize use Personalization for the page […]
Release 2024, Wave 1 – Bank Rec and CoPilot
So many, many things in this release that are awesome, wish I could discuss them all but that would almost be like writing a book! So I will focus on Bank Reconciliation with Copilot. In my humble opinion this is a huge improvement to bank reconciliations. Copilot’s ability to analyze text with its language intent […]
Become BC Date Smart!!
Please quit clicking the calendar in the date fields!!! So many clicks, so little time to enter! Use some of the shortcuts below and become a more efficient BC user. It takes a couple of things to learn and you will be 100-500% fasters with data entry. You can be more efficient by simply learning […]
How to Perform Year-End Close in Business Central
It’s now year-end and following that, your auditors will pay a visit. In this post, we will discuss all things related to closing your year in Business Central. Preparing for a Year-End Close There are a few things generally need to be done: Number one on this list is not new. It should be something that […]
Auditors, Auditors, Auditors…..UGH!
We love our auditors, except when they want reports that we don’t have or cannot find….right! After an Ask the Experts webinar last week with AJ Ansari, Steve Chinsky and Robb Delprado and after assisting a client today, I realized that knowledge about two reports that auditors ALWAYS want is lacking. So here is music […]
Where’s my Vendor 1099 Information Report?
I searched using Tell Me and it’s not there! I went to All Reports and it’s not there either! How do I review each vendor’s 1099 information? I’ve used this report for years and now what do I do? Clients are calling and asking the same question. I thought about use the vendor ledger filtered […]