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 […]
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 […]
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 – […]
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 […]
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 […]
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 […]
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 […]
Assisted Setup – Get Ready for First Invoice/Setup Outgoing Email
I’m much more of a functional person than technical, so the technicalities of setting up email are not my forte. I usually have an IT person help me. However, when […]
Assisted Setup – Setup Your Company – Fetch Users from Microsoft 365
You are setting up Business Central which probably means that your system will be used by several persons within your organization. ‘Fetching’ users is the easiest method for completing the […]
New Business Central Financial Reports – Something Everyone Should Know
As most of you know Accounts Schedules are now called Financial Reports in Business Central, version 21 or 2022 Wave 2. The upgrade tool took all the names of Account […]