Kim Dallefeld, MCP, MCT, MCP Situation: Customers, Vendors and Items are not being created accurately by staff. Recommendation: Use Templates! Templates allow the pre-definition of settings for types of customers, […]
30 Problems/30 Fixes – Tip #5 Posted GL Description
Problem: Accounts Payable is entering details on the lines of purchase invoices but they never show up in GL Staff is working hard and reaping no rewards for the business! […]
30 Problems/30 Fixes – Tip #4 External Document No.
Kim Dallefeld, MVP, MCT, MCP Problem: BC let you post a vendor invoice number more than once! How can this happen and how can it be stopped? Recommendation: Purchases […]
30 Problems/30 Fixes – Tip #3 External Document No.
Kim Dallefeld, MVP, MCT, MCP Problem: Your organization requires that ALL customer orders have a Customer PO number! What setting will help you accomplish this task? Recommendation: Sales & […]
30 Problems/30 Fixes – Tip #2 Default Posting Date
Kim Dallefeld, MVP, MCT, MCP Problem: Sales Order booked in February finally shipped in April, but recorded as February. Why did this happen? Posting Date on the order defaults to […]
30 Problems/30 Fixes – Tip #1 Posting Dates
Kim Dallefeld, MVP, MCT, MCP Problem: trying to post and getting a posting date error? Your first instinct, and a good one, is to check the General Ledger Setup’s allow […]
Aged Accounts Receivable (Preview) – A Tip That I Learned the Hard Way
Have you tried this Excel version of Aged Accounts Receivable? I was super excited to use this but every time that I tried, I got the year 1900. Didn’t seem […]
Business Central Intercompany
Author: Kim Dallefeld Contributor: Steve Chinsky Do you have or manage multiple companies? Do you buy and sell between each company? Do you have one company that pays most or […]
Vendor 1099s – New processes
Business Central V25 (Release 2024 Wave 2) Author: Kim Dallefeld, MVP, MCT, MCP January 2025 Contributor: Steve Chinsky, MVP, MCP Overview Please review the entire document before proceeding, especially the […]
Posting Date Not Allowed.
In my first working hour of 2025, I’ve had three (3) Calls related to posting dates stopping transactions. It surprises me that clients do not know what to do when […]