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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
30 Problems/30 Fixes – Tip #17 Bank Recs
Kim Dallefeld, MCP, MCT, MCP Do you find Bank Reconciliation time-consuming? Are you doing your Bank Reconciliations in Excel? Recommendations: Do your bank reconciliations in BC. This updates data […]
30 Problems/30 Fixes – Tip #16 Deferrals
Kim Dallefeld, MCP, MCT, MCP Recurring journals to record expenses for prepaids such as insurance is really helpful. However it would be nice if when processing the invoice for anything […]
30 Problems/30 Fixes – Tip #15 Fixed Assets
Kim Dallefeld, MCP, MCT, MCP Excel spreadsheets have errors. There is a better way to track assets and their depreciation. It’s easy to use and integrates with Business Central. Recommendation: […]
30 Problems/30 Fixes – Tip #14 Statistical Accounts
Kim Dallefeld, MCP, MCT, MCP Does your management team require financial reports to give details that are not just the amounts in general ledger accounts? Like sales per employee, gross […]