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Kim D loves and shares NAV and BC tip, tricks and tidbits!

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General Topics
Business Central Reporting Options

Business Central Reporting Options

Objectives of this blog is to invoke ideas about getting organized information out of Business Central. Helping you understand the versatility of standard reports, reviewing report building tools for financials, […]

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Pivot Tables “inside” Business Central, Oh MY!!!

Pivot Tables “inside” Business Central, Oh MY!!!

The new “Analyze” feature for Business Central that is coming in April 2023 and it is the Cat’s Meow!!! For all of us that are not Power BI Gurus, Reporting […]

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Setting Up and Using EFT/ACH Vendor Payments

Setting Up and Using EFT/ACH Vendor Payments

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 […]

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Time Savers in Business Central

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 […]

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BC Release 2023 Wave 1 – The Great, The Good, The OK – One Consultant’s Opinion

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 – […]

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Assisted Setup – My Journey

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 […]

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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 […]

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Assisted Setup Series – Report on Financial Health – Setup an IRS 1096 feature

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 […]

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Assisted Setup-Get ready for First Invoice/Customize Document Layouts

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 […]

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Assisted Setup – Get Ready for First Invoice/Setup Outgoing Email

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 […]

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  • 30 Problems/30 Fixes – Tip #6 Templates
  • 30 Problems/30 Fixes – Tip #5 Posted GL Description
  • 30 Problems/30 Fixes – Tip #4 External Document No.
  • 30 Problems/30 Fixes – Tip #3 External Document No.
  • 30 Problems/30 Fixes – Tip #2 Default Posting Date

Access more blogs by clicking on Category, such as General Topics.

  • 30 Problems/30 Fixes – Tip #6 Templates
  • 30 Problems/30 Fixes – Tip #5 Posted GL Description
  • 30 Problems/30 Fixes – Tip #4 External Document No.
  • 30 Problems/30 Fixes – Tip #3 External Document No.
  • 30 Problems/30 Fixes – Tip #2 Default Posting Date
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