How to Use Copilot for Bank Reconciliation in Dynamics 365 Business Central
Bank reconciliations no longer have to be tedious. With Microsoft Copilot in Business Central, accountants gain AI-powered matching, discrepancy detection, and GL suggestions that speed closings and improve accuracy.
Manage Multi-Factor Authentication in the Microsoft Entra Admin Portal
Managing your company’s Multi-Factor Authentication (MFA) methods is crucial for bolstering your overall cybersecurity posture. MFA adds an extra layer of security beyond traditional passwords, significantly reducing the risk of unauthorized access to sensitive data and systems. By carefully managing your MFA methods, you can: Enhance Account Security: MFA significantly strengthens account security by requiring […]
1099 Processing in Business Central ver. 2024
1099 Tax Season Processing This document outlines the 1099 tax season processing capabilities within Dynamics 365 Business Central, starting with version 2024. A key enhancement in this version is the ability to electronically transmit 1099 forms to the IRS using IRIS and send copies to vendors annually by the January deadline. This document assumes that […]
Dynamics 365 Sales Hub Role Management
If you are experiencing issues accessing the Sales Hub in Dynamics 365, the cause is often related to role permissions. The Sales Hub serves as the central workspace for Dynamics 365 Sales users enabling the team to manage customer relationships and drive sales. When access problems arise, they’re typically due to missing or insufficient security […]
How-to use Dimensions
Dimensions in Microsoft Dynamics 365 Business Central are powerful tools that allow you to categorize and analyze your financial data in a flexible and meaningful way. By using dimensions, you can track and report on various aspects of your business, such as departments, projects, or regions, without having to create a complex chart of accounts. […]
Year-End Process 2024
Closing the financial year in Business Central is a crucial process that ensures your company’s financial records are accurate and up to date. This guide will walk you through each step of the year-end close process, from preparing your accounts and reconciling balances to generating final reports and rolling over balances to the new fiscal […]
AI Form Fill in Dynamics 365 Business Central
Microsoft’s AI Form Fill feature within Dynamics 365 Business Central is a game-changer for productivity. This innovative tool leverages AI to suggest and automatically fill in form fields based on user behavior, existing data, and common patterns. By analyzing user interactions and historical data, the AI engine can proactively suggest relevant information, significantly reducing data […]
Email Authentication Protocol
DomainKeys Identified Mail (DKIM) is a critical email authentication protocol included in Microsoft Defender for Office 365. DKIM functions as a digital signature for your outgoing emails. It electronically signs each message with a cryptographic key, allowing receiving servers to verify the sender’s domain and ensure message authenticity. By preventing spoofing and improving email deliverability, […]
Auditing and Tracking Changes in Business Central
Microsoft Dynamics 365 Business Central’s change log feature allows you to track modifications made to database data. You can specify which tables and fields to monitor, and the system records changes, including who made them, when, and the old and new values. This feature is essential for maintaining data integrity, auditing purposes, and troubleshooting issues. […]
Reprinting Bank Reconciliation Reports in Dynamics GP
Our clients often inquire about accessing bank reconciliation reports post-reconciliation. The challenge arises when hard copies of these reports are misplaced or lost. It is possible to regenerate the 4 bank reconciliation reports by following this path: Reports -> Financial -> Bank Posting Journals From there you can select the reports you need to […]
