Business Central Assisted Setup – Update Users from Microsoft 365
There is no documentation listed for this step, it’s title is self explanatory. This topic provides the requisite verification but also prompts you to ‘configure permissions per license.’ If you choose to configure permissions, a License Configuration screen is opened. This screen lists the various license types that can be assigned to users through the […]
Business Central Assisted Setup – Enter Company Details
Be sure to read the Microsoft Documentation. In the case of the company details topic, the Microsoft document is not as specific as it was for our last blog but rather it covers a wide range of topics. As with most of the Assisted Setup topics, the wizard begins with a verification screen. After pressing […]
BC Assisted Setup – New Company
Before you can use Assisted Setup, you must create a company. There is an assisted setup to help you create your new company. There are two steps in the create company wizard. Step One first asks for a company name, and you choose the data that you want Business Central to populate into your new […]
BC Assisted Setup – Sales Tax Setup
MVP Kristen Hosman wrote a great blog in the last month or so about sales tax setup. Please review https://buff.ly/3R3BE6h. I will not cover in this blog what Kristen so eloquently already explained. Before you start any of the Assisted Setup Topics, take the time to Read the Microsoft Documents by simply clicking ‘Read’. This […]
BC Assisted Setup Series – Overview
Have you used Assisted Setup to get started using Business Central? Maybe you used Assisted Setup for a function or two like email setup or bank statement import. It has documents that you can read to understand the purpose of each function on the list. Once you’ve done the reading homework, you can use the […]
Recurring Journals – Reverse Date Calculation
If you have been using Business Central, you are probably acquainted with Recurring Journals. I’ve been using them for years, and users always get upset when I tell them that reversing journals are posted one day after the posting date in the journal. So a reversing journal posted 12/31/21 will reverse 1/1/22. The question is […]
Recurring Journals – Balance by Dimension
If you have been using Business Central, you are probably acquainted with Recurring Journals. But wow, the new options for BD Balance by Dimension and RBD Reverse Balance by Dimension have so many uses! Need to allocate an amount posted to one dimension to many dimensions? Maybe you record professional fees to a Corporate department […]
Recurring Journals – A few more things
Recurring Journals have features that you may not be using but can be helpful. I just finished two blogs, one on Balance by Dimension and one on Reverse Date Calculation. Let’s review Allocations and Expiration Dates; two features that can be very useful even if used often. A scenario where you an amount to writeoff […]
Make Month End Easier – Use Deferrals – Setups Explained
Ever been told ‘take a minute to do it right the first time’? This old adage keeps you from having to redo things over and over. And exactly what using deferrals in BC can do. Rather than having to remember to post recurring journals for all those prepaid expenses, why not process them when you […]
Make Month End Easier – Use Deferrals – Transactions Explained
(Note: Release 2022 Wave 1 will have some date improvements in both Setup and in Transactional processing) Be sure you’ve read the Deferrals Setup and have worked through the steps. As transactions are to be processed. The examples in this blog use purchase transactions but the same functions and features apply to sales transactions as […]