Category: Dynamics BC

Power BI and BC OData Connector Failed If you are getting this error message with the Power BI refresh in the service when refreshing a Power BI report that is connected to the BC data. Here are the steps to resolve this issue. You will need to repeat this for all tables where there are […]

Have you tried to “Unpost” a bank deposit to only get this message? This would make you think that you can “Reverse” them individually.  The next step was to head over to the customer ledger entries and try the “Reverse Transaction” feature.  Unfortunately, there is another message. The next thing to check is to see […]

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 […]

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 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 […]

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 […]

“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 […]

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 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 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 […]