See Microsoft 365 Copilot in action across Outlook, Teams, Excel + more.

Lump Sum Bank Deposit Changes in Business Central

With the release of Business Central version 24, Microsoft has made some changes when you enter a lump sum bank deposit. Previously, we were able to enter the document number on each of the line items, but now when marking the “Post as lump sum” option we receive the following message. Business Central will now […]

Distribute Expense or Revenue Allocation in Business Central

Business Central Wave 2 of 2023 (version 23) released a new functionality to allocate expenses and simplify invoice data entry: Allocation Accounts. Allocation Accounts lets you define expense or revenue allocation on distribution criteria that could be fixed or variable and that you can use in sales and purchase documents or general journals. For example, […]

Statistical Accounts in Business Central version 22

Version 22 of Business Central introduced functionality for Statistical Accounts, a long-waited functionality already available in other accounting systems. It will allow you to post statistics that could be used in Financial Reporting. Defining Statistical Accounts Search Statistical Accounts and select the suggested link. Click on the +New button to define a new account In […]

Simplified Management of Item Tracked Inventory using an Item Journal

With the release of Business Central version 22, Microsoft has simplified the steps when entering inventory that has item tracking required. Depending on the warehouse configurations of a customer, there are two new options available: You can enable specific batches on the Item Journal page to let people enter serial, lot, and package data directly on journal […]

Using the new Invoice Posting Policy from version 22

With the release of Business Central version 22, Microsoft has included the ability to specify how each user can process invoices. Companies can have different processes for shipping/receiving and invoicing, so now you can restrict the options by the user. On the User Setup page, you will now find the following fields Sales Invoice Posting […]

What’s New in Dynamics 365 Business Central Functionality 2023 (Wave 1)

Business Central (BC) version 22, also known as Wave 1 2023, is due for release in April 2023, and it comes with a good load of welcome changes and new features. Quick Links: Posting Preview now available for the Item Journals Use Different G/L Accounts for AP and AR Transactions Mark EOM/EOY Closing Entries as […]

What’s a Jump Bar in Dynamics 365 Sales?

The newest upgrade to Dynamics 365 Sales removed a feature called the Jump Bar which allowed a user to click a letter of the alphabet on the bottom of the user interface and immediately jump to that letter in the records they are looking through. To reimplement this useful navigation tool a system administrator must […]

How-To Show Multiple Budgets in the Account Schedule Reports

Customizing your financial reports allows for increased understanding of your business processes and can provide actionable insights necessary for growth. Business Central has numerous options useful for managing the displayed columns, rows, and values for your most sensitive reports. When managing account schedules on the financial reports, the system used to only allow one budget […]

Access the Detailed Menu Option in Business Central version 19

A new feature of the Version 19 update for Microsoft Business Central is an addition to the menu layout. This addition allows for deeper visibility with detailed reports and roles on an expanded view. This new feature is useful for everyone using Business Central, but especially those who are consistently viewing these reports. No longer […]