Throwback Thursday GP Feature
Project Code Modifier I have been a Dynamics GP consultant for over 20 years. There are many conflicting discussions about if Dynamics GP is at it end of life. I am not here to debate the ending of Dynamics GP as Microsoft is going to continue to support the product and it is a very […]
Business Central New Features 2023 Wave 1
Simple, But Exciting New BC Features Preview item journals before posting Business value The Preview Posting action helps you avoid mistakes by giving you the chance to review the types of entries that will be created when you post item journals or other inventory documents before you commit the changes to your database. Feature details […]
1096 Form Creation Dynamics Business Central
Part 2: How to Create 1096 Forms in Dynamics Business Central This is part 2 of the new feature of the 1096 feature in Dynamics Business Central of how to create the 1096 forms for each type. Search in the Tell Me 1096 Forms Choose Process then Create Form Enter the starting and ending date […]
Updates Automatically Enabling New Bank Rec Feature
Updates Automatically Enabling New Bank Rec Feature Has your Feature Update: Standardized bank reconciliation and deposits been automatically enabled with a Microsoft update?!? We have had multiple customers who were using the NA Bank Rec in Dynamics BC and suddenly they log in to BC and start to do a bank reconciliation and they will […]
New Year End Features for Dynamics BC
1096 Feature in Dynamics Business Central As you are starting to prepare for year end tasks you may notice there is a new feature notification on the 1099 Form Boxes page. There is a new IRS 1096 form feature! You do need to activate it on the feature management page. To activate the feature you […]
Business Central New Features 2022 Wave 2
“Financial Reporting” Replaces “Account Schedules” Business Value For this feature all I can say is FINALLY!!! It was so confusing teaching customers about Account Schedules and then they would ask where are my Financial Reports??? So excited for this simple, but very impactful change. Feature Details You will now be able to type in the […]
Business Central New Features 2022 Wave 2
Better Bank Reconciliation for Checks and Improved Reporting Business Value Bank reconciliation reports recently have had a few features that needed to be updated. Feature Details The bank reconciliation now matches check entries from the bank based on information from the check ledger. The matching policy previously used information from the bank ledger. The matching […]
Bank Reconciliation Statement
Bank Reconciliation Statement I have had multiple customer bring this issue up to me in the past few weeks where the bank reconciliations show a “difference”. The GL balance and bank statement balance are in agreement and there is no error when posting the reconciliation. However, the ‘test report’ shows a difference. The Total Balance […]
BC & Yodlee Bank Linking & Troubleshooting
BC & Yodlee Bank Linking & Troubleshooting Yodlee is a service that is provided automatically with Business Central. Yodlee connects bank accounts to BC in order to perform bank reconciliations by downloading transactions directly from any account attached to the bank account. However, Yodlee for us has not been the most dependable and we have […]
Business Central Purchase Order Processing Posting Accounts Setups
Business Central Purchase Order Processing Posting Account Setups One of the most confusing parts of Business Central is the posting groups and how they interact with each other when posting in Business Central. There are probably over 10 different types of posting groups depending on what modules you are using. This blog is going to […]