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 […]
Improve How you Use Business Central in the New Year…..
You are probably thinking about the upcoming holidays and end of year tasks…maybe it’s only a nerd like me who is thinking about how I could do things better, more efficient with less stress in the coming year. Let’s review settings like direct posting and how you can expand their use to your advantage and […]
The world is changing (in Business Central reporting)
Posted with permission. Well worth the read to understand what’s been done in reporting and what’s the plan moving forward so that you can be aware and ready. Thanks Kennie! Kennie Nybo Pontoppidan Principal Program Manager at Microsoft December 8, 2023 The 2023 release wave 2 of Business Central has been out for a few […]
Release 2023 Wave 2 – Increased the Love
Call me a Geek, Call me a Nerd, I don’t care because either way I (insert heart here) love BC! And I love what Microsoft is giving us every 6 months! Today my BC was upgraded to Version 23 (Release 2023 Wave 2) and instantly, I’m head over heels more in love! Two very simple, user […]
Inventory to GL Reconciliation – Production Order WIP
Inventory reconciliation for companies using production orders is not complete without discussing production order work-in-process (WIP). Flushing methods can impact when entries are made to WIP as can subcontract purchase orders. The following flow is based on manual flushing. Consumptions against a production order add to WIP (debit for you accountants) and reduce component inventory […]
Dynamics 365 Business Central access control challenge: Setting up GL Post Only permission sets
This document was written by Cynthia Priebe. I was so impressed with how simply she defined and solved this issue that I got her permission to share on my blog site. by Cynthia Priebe, Senior Trainer and Consultant, New View Strategies So, here’s the situation. Users have been set up with permissions in Microsoft Dynamics […]