Changing Posting Dates Every Month in Business Central….
Kim Dallefeld, MVP You know you need to set your Allow Posting From and Allow Posting To in General Ledger Setup the first day of the month. But it’s easy to forget and then what happens? Users either cannot post or they don’t notice that they are posting to the wrong date. To get around […]
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 does allow for this but there are some considerations that you need to keep in mind. Let’s say you want to update the department dimension […]
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….. The ACH Remittance Advice (Word format) was modified so that the Settlement Date would be part of the pdf that gets emailed. Kay tested in […]
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 to matter what I tried, just couldn’t get data. Where is this Report? Go to Excel Reports on your Role Center or search for Aged […]
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 all, of your vendors for each company? If you answered yes to any one of the above questions, you need to use Business Central Intercompany […]
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 suggestions at the end of the document. Setup and Maintenance should be done each year. This section gets you 1099 forms setup, gets your vendor […]
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 they receive ‘posting date is not allowed’ error message. Then I remember that these are rescue clients! How have these companies been working for multiple […]
Business Central Business Consultants Can Disagree
by Kim Dallefeld For those of you that are new to Business Central, you are probably bombarded with ‘what to do’, ‘how to set things up’ and ‘best practices’. Unfortunately, some consultants tell you that things are best practice when it’s really their opinion or recommendation. When there is a consensus among experienced BC consultants […]
Business Central Remit-to Addresses
Super Excited….I’m such a proud nerd and geek! For a long time, in Business Central we wanted to have Vendor Remit to Addresses. And thank you Microsoft, for adding this feature to Business Central a few versions back. Initially, the issue was that it was designed such that the data entry clerk had to indicate, […]
Quick Dozen – Business Central Chart of Accounts and Dimensions Tips and Tricks
And get rid of various other columns that you find you are not using, which is most of them. 2. Though some users do not like headings, beginning totals, ending totals or total accounts in their chart of accounts; having an on-screen trial balance every time you open your chart of accounts list, is very […]