30 Problems/30 Fixes – Tip #21 Role Center
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 your Role Center! Recommendation: Use a Role Center designed for your functions. BC comes with many roles but assigning the best one to users […]
30 Problems/30 Fixes – Tip #20 Dates
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, note the first Posting Date or Date Filter as it will have the example of what to enter and then the Posting Date or Date […]
30 Problems/30 Fixes – Tip #19 Payment Tolerance
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 time of entering the cash receipt? Recommendations: Yes, it’s called Payment Tolerance When your deposit or cash receipts journal is posted, BC will credit […]
30 Problems/30 Fixes – Tip #18 Recurring Lines
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 ledger accounts for customers or vendors, Business Central does have an answer! Recommendation: The answer is Recurring Purchase Lines and for sales, Recurring Sales […]
30 Problems/30 Fixes – Tip #17 Bank Recs
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 and now any user, with the allowed permissions can verify if a check to a vendor was issued and note whether it has cleared or […]
30 Problems/30 Fixes – Tip #16 Deferrals
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 prepaid that Business Central would just handle all the monthly expenses. Isn’t there an easy way to handle versus remembering to post a recurring journal […]
30 Problems/30 Fixes – Tip #15 Fixed Assets
Kim Dallefeld, MCP, MCT, MCP Excel spreadsheets have errors. There is a better way to track assets and their depreciation. It’s easy to use and integrates with Business Central. Recommendation: Fixed Assets in Business Central is G-R-E-A-T! Fully integrated to buy, sell, depreciate, and dispose of assets….and much more. Take the time to […]
30 Problems/30 Fixes – Tip #14 Statistical Accounts
Kim Dallefeld, MCP, MCT, MCP Does your management team require financial reports to give details that are not just the amounts in general ledger accounts? Like sales per employee, gross profit per pound sold, or some other statistic? Recommendations: Statistical Accounts provide what you need. Yes, you need to define the accounts you require […]
30 Problems/30 Fixes – Tip #13 Allocation Accounts
Kim Dallefeld, MCP, MCT, MCP Are you finding it very ‘clunky’ to breakdown expenses across departments over and over in journal entries or purchase invoices for example? Recommendation: Allocation Accounts solve this problem and make you more efficient in the process! You can define many allocations and how you want to distribute amounts. Doing […]
30 Problems/30 Fixes – Tip #12 Dimensions
Kim Dallefeld, MCP, MCT, MCP Dimensions are great but if you spend too much time correcting dimensions that were recorded or missed then you need more controls. Use of dimensions needs to be controlled so that your data for analysis is complete. This is done by setting the dimension requirements for each general ledger account. […]