30 Problems/30 Fixes – Tip #11 Financial Report
Kim Dallefeld, MCP, MCT, MCP Having trouble using Business Central Financial Reports? Feel the formats are bland or there’s \\, not enough formats? Frankly, they just need to be better? Recommendations: 1. Learn the new features in versions 25 and 26 2. Make use of the Row and Column Definitions released for you […]
30 Problems/30 Fixes – Tip #10 Balance at Date
Kim Dallefeld, MCP, MCT, MCP When using a Date Filter on the Chart of Accounts, it is difficult to remember when to use a date range with beginning and ending dates (060125..063025) and when to use no beginning date (..063025). Why does it matter? When using beginning and end date, the Net Change column gives […]
30 Problems/30 Fixes – Tip #9 Recurring Journals
Kim Dallefeld, MCP, MCT, MCP Situation: We do accruals for sales and expenses each month but then we have to reverse them, isn’t there an easier way? Recommendation: Recurring Journals, probably with type of Reversing Variable Recurring Journals have many, many options but one of the best uses is to record accruals in one month […]
30 Problems/30 Fixes – Tip #5 Posted GL Description
Kim Dallefeld, MVP, MCT, MCP Problem: Accounts Payable is entering details on the lines of purchase invoices but they never show up in GL Staff is working hard and reaping no rewards for the business! Recommendation: Purchase & Payables Setup’s field Copy Line Descr. to G/L Entry should be ‘toggled’ on! This will provide […]
30 Problems/30 Fixes – Tip #8 Copy Posted Journals
Kim Dallefeld, MCP, MCT, MCP Situation: Your Controller asks “Posted General Journals is a page but we have no data, why?” The answer is simple, BC is not setup to create the copy! Recommendations: 1. By default all new companies have the ‘copy posted journals’ setup for some journals 2. Versions 25 and […]
30 Problems/30 Fixes – Tip #7 Invoice Posting Control
Kim Dallefeld, MCP, MCT, MCP Situation: Permissions are all setup. Sales, purchase and service invoice postings are restricted but still need some users to be able to post just invoices. Permissions seem lacking to control this. Recommendation: User Setup has three fields to help, one for sales invoices, one for purchase invoices and one for […]
30 Problems/30 Fixes – Tip #6 Templates
Kim Dallefeld, MCP, MCT, MCP Situation: Customers, Vendors and Items are not being created accurately by staff. Recommendation: Use Templates! Templates allow the pre-definition of settings for types of customers, vendors and items so that the desired fields are setup consistently and accurately. This may not solve all your problems with master record creation but […]
30 Problems/30 Fixes – Tip #4 External Document No.
Kim Dallefeld, MVP, MCT, MCP Problem: BC let you post a vendor invoice number more than once! How can this happen and how can it be stopped? Recommendation: Purchases & Payables Setup’s field Ext. Doc. No Mandatory should be ‘toggled’ on. Tip: See Tip #3 for when you need to post the same invoice […]
30 Problems/30 Fixes – Tip #3 External Document No.
Kim Dallefeld, MVP, MCT, MCP Problem: Your organization requires that ALL customer orders have a Customer PO number! What setting will help you accomplish this task? Recommendation: Sales & Receivable Setup’s field Ext. Doc. No Mandatory should be ‘toggled’ on. Tip: you can run into a problem if you posted an invoice with the […]
30 Problems/30 Fixes – Tip #2 Default Posting Date
Kim Dallefeld, MVP, MCT, MCP Problem: Sales Order booked in February finally shipped in April, but recorded as February. Why did this happen? Posting Date on the order defaults to either today or work date when the sales order is created AND the user did not update when posting the shipment. Recommendations: Control User […]