Kim Dallefeld, MCP, MCT, MCP Having trouble using Business Central Financial Reports? Feel the formats are bland or there’s \\, not enough formats? Frankly, they just need to be better? […]
30 Problems/30 Fixes – Tip #10 Balance at Date
Kim Dallefeld, MCP, MCT, MCP When using a Date Filter on the Chart of Accounts, it is difficult to remember when to use a date range with beginning and ending […]
30 Problems/30 Fixes – Tip #9 Recurring Journals
Kim Dallefeld, MCP, MCT, MCP Situation: We do accruals for sales and expenses each month but then we have to reverse them, isn’t there an easier way? Recommendation: Recurring Journals, […]
Correcting Dimensions in Business Central
Kim Dallefeld, MVP, MCT, MCP I recently had several clients wanting to update multiple general ledger transaction’s dimension values rather than doing them one at a time. Yes, Business Central […]
30 Problems/30 Fixes – Tip #5 Posted GL Description
Kim Dallefeld, MVP, MCT, MCP 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 […]
The Crazy Report Issue Gets Solved!
Kim Dallefeld, MPV, MCT, MCP Once upon a time for a client using BC version 25.5, one report for one user would not work function properly. This is that story….. […]
30 Problems/30 Fixes – Tip #8 Copy Posted Journals
Kim Dallefeld, MCP, MCT, MCP Situation: Your Controller asks “Posted General Journals is a page but we have no data, why?” The answer is simple, BC is not setup to […]
30 Problems/30 Fixes – Tip #7 Invoice Posting Control
Kim Dallefeld, MCP, MCT, MCP Situation: Permissions are all setup. Sales, purchase and service invoice postings are restricted but still need some users to be able to post just invoices. […]
30 Problems/30 Fixes – Tip #6 Templates
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 #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 […]