How to Accelerate and Simplify Data Entry: Working with Dates in Business Central

Posted on: March 1, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Dynamics 365 Business Central offers multiple ways to enter dates and times, providing powerful features that accelerate data entry and simplify calendar expressions. Within the BC platform, there are various places where you can enter dates and times in fields. For example, on a sales order, you can set the shipment date. When filtering lists or report data, you can enter dates and times to pinpoint only the data that...


Exploring the Differences Between D365 Business Central and Dynamics Finance & Operations

Posted on: February 17, 2021 | By: Josie Mah | Microsoft Dynamics AX/365, Microsoft Dynamics Business Central

In today's digital economy, it is more important than ever for your business to be supported by a reliable and modern ERP solution. Microsoft Dynamics 365 Business Central and Dynamics 365 Finance & Operations both offer excellent functionalities for any company looking for a future-proof ERP system. However, it can sometimes be difficult for businesses to decide between the two platforms, as they both offer similar features. To help with...


General Navigation in Business Central: An In-Depth Demo

Posted on: February 3, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Time is a valuable resource, and we want to help our clients work as efficiently as possible. Whether it is getting to know your new Microsoft Dynamics 365 Business Central environment or switching from Microsoft Dynamics GP to Business Central, it often takes a significant amount of time to get accustomed to a new ERP platform. From setting up customers and vendors to understanding the function of various screens (e.g....


How to Create a Workflow Using a Template in Business Central

Posted on: January 18, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

Microsoft Dynamics 365 Business Central contains the functionality that allows for approval workflows throughout the system. With a workflow, users can connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps. On the Workflow page, users can create a workflow by listing...


Business Central’s 1099 Form Upgrade

Posted on: January 4, 2021 | By: Josie Mah | Microsoft Dynamics Business Central

The IRS requires one or more versions of the 1099 tax form for payments to vendors. Copies of these forms must be sent to vendors annually on or before the last day of January. On users’ purchase documents, you can specify that the document is 1099 liable, and users can specify the 1099 code for the vendor. Business Central has added new 1099 Form Box codes NEC-01, MISC-14, and a...


How to Suggest Vendor Payments in Business Central

Posted on: December 9, 2020 | By: Josie Mah | Microsoft Dynamics Business Central

In order to pay vendor invoices in Business Central, the Payment Journal must be used to generate paper checks, ACH payments, or manual checks. While this journal can be filled out manually or using Edit in Excel, this task can become very time-consuming if there are dozens or hundreds of invoices to pay. In light of an increasingly digital marketplace, we highlight Business Central’s Suggest Vendor Payment functionality that allows...


How to Create New and Test Companies in Business Central

Posted on: November 11, 2020 | By: Josie Mah | Microsoft Dynamics Business Central

Business Central allows users to create sandbox environments, non-production environments where businesses can freely test, explore, and develop services without disturbing work processes and data. Although sandbox environments are a great way to run test scenarios and test new functionalities, they do not always function as exact replicas of production environments. Therefore, if your business needs to run test scenarios, it may be more useful to create a test company...


What to Look for in Business Central’s October 2020 Wave 2 Release

Posted on: November 5, 2020 | By: Josie Mah | Microsoft Dynamics Business Central

Since Microsoft Dynamics Business Central’s October 2020 wave 2 release, you may have noticed your Business Central environment looks a little different. In its latest update, Business Central focuses on delivering world-class service to meet the demands of a rapidly growing customer base. The upgraded platform boasts improved performance, better handling of file storage, geographic expansion together with support for Group VAT, top customer-requested features, and deeper integration with Microsoft...


How to Define a CSV File for Bank Statement Imports in Business Central

Posted on: October 19, 2020 | By: Josie Mah | Microsoft Dynamics Business Central

Microsoft Dynamics 365 Business Central, an eminent ERP and CRM solution, allows businesses to easily reconcile their bank accounts by importing bank transactions. In this blog post, we will explain how to define a CSV file for a bank statement imports in Business Central. In order to match transactions, a bank statement import format needs to be set up to enable mapping of the bank reconciliation. Before beginning the reconciliation...


Four Things to Know When Migrating from Dynamics GP to Business Central

Posted on: October 1, 2020 | By: Josie Mah | Microsoft Dynamics GP, Microsoft Dynamics Business Central

  As industry needs shift with changing demands, businesses may be looking to migrate from Dynamics GP to Dynamics 365 Business Central. Some clients believe it is just a simple upgrade, while others it to be a completely new implementation that is too big a task to tackle. In this article, we will help address this discrepancy by outlining four important things to know about the switch from GP to...