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, sales, purchases and inventory, building ad-hoc reports, how to edit external facing documents such as invoices and purchase orders, learning how easy Excel layouts are […]
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 Writing Experts or Excel SuperUsers, even we can Analyze data with the click of a few buttons right inside BC. I don’t know everything about […]
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 paying vendors by paper check is estimated at between $3.00 and $10.00 per payment, with receiving payment by check at $1.57 to $5.00. Conversely, the […]
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 client who said ‘what are you talking about?’ The Lot No and Serial No List and Card screens, list all of these records, provide quantity […]
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 save time both throughout the month and at month end. Let’s review a few. We are going to review deferrals versus recurring journals, standard journsl, […]
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 – #1 Review General Ledger Accounts Now you can ‘reconcile’ or review entries in general ledger accounts for easy periodic reconciliations, something that has existed in […]
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 extensive live. The first thing that I noticed what that before you could even start, you had to have a company to work in. Okay, […]
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 two or more companies into one by a percentage of the operation and can have an many consolidate tiers as is helpful. Simple Example, virtually […]
Assisted Setup Series – Report on Financial Health – Setup an IRS 1096 feature
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 summarizes 1099s and is required to be filed with the IRS when using paper 1099 forms. At first glance, the Read option under Learn More […]
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 Details so that your business name, address and logo are in Company Information. Most documents utilize this information. Second, you must read the Microsoft documentation […]