Kim Dallefeld, MCP, MCT, MCP I see the value that I want but then I choose the filter icon. I have to find the field that I want and enter […]

Kim Dallefeld, MCP, MCT, MCP It is so hard to know which company that I’m working in, is there a solution? Recommendation: Yes, in Company Information, set a Company Badge […]

Kim Dallefeld, MCP, MCT, MCP What is a ‘peek’? One or two clicks to get to additional data, are simply called peeks. Here’s a couple of examples: 2. Drilling on […]

Kim Dallefeld, MCP, MCT, MCP Do you have “a pretty good Role Center but are missing several things that you use all the time?” Do you find that you are […]

Kim Dallefeld, MCP, MCT, MCP I have to search for every single thing that I want/need to do, can’t this be easier? Answer is Absolutely, and it’s all related to […]

Kim Dallefeld, MCP, MCT, MCP I enter dates constantly, is there anything that can improve efficiency for date? Recommendation:               ABSOLUTELY! Here’s a few examples. In the example screenshots below, […]

Kim Dallefeld, MCP, MCT, MCP Sometimes my customer’s payment is for a wrong amount, typically a small amount, isn’t there an easy way to just write this off at the […]

Kim Dallefeld, MCP, MCT, MCP Do you ever ask “why can’t I setup default general ledger accounts for vendors”? For example, Verizon is phone expense. Though not called default general […]

Kim Dallefeld, MCP, MCT, MCP Do you find Bank Reconciliation time-consuming? Are you doing your Bank Reconciliations in Excel? Recommendations:               Do your bank reconciliations in BC. This updates data […]

Kim Dallefeld, MCP, MCT, MCP Recurring journals to record expenses for prepaids such as insurance is really helpful. However it would be nice if when processing the invoice for anything […]