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30 Problems/30 Fixes – Tip #18 Recurring Lines

Kim Dallefeld, MCP, MCT, MCP Do you ever ask “why can’t I setup default general ledger accounts for vendors”? For example, Verizon is phone expense. Though not called default general […]

Dallefeld 175 User Group Leader
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30 Problems/30 Fixes – Tip #17 Bank Recs

Kim Dallefeld, MCP, MCT, MCP Do you find Bank Reconciliation time-consuming? Are you doing your Bank Reconciliations in Excel? Recommendations:               Do your bank reconciliations in BC. This updates data […]

Dallefeld 175 User Group Leader
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30 Problems/30 Fixes – Tip #16 Deferrals

Kim Dallefeld, MCP, MCT, MCP Recurring journals to record expenses for prepaids such as insurance is really helpful. However it would be nice if when processing the invoice for anything […]

Dallefeld 175 User Group Leader
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30 Problems/30 Fixes – Tip #15 Fixed Assets

Kim Dallefeld, MCP, MCT, MCP Excel spreadsheets have errors. There is a better way to track assets and their depreciation. It’s easy to use and integrates with Business Central. Recommendation: […]

Dallefeld 175 User Group Leader
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30 Problems/30 Fixes – Tip #14 Statistical Accounts

Kim Dallefeld, MCP, MCT, MCP Does your management team require financial reports to give details that are not just the amounts in general ledger accounts? Like sales per employee, gross […]

Dallefeld 175 User Group Leader
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30 Problems/30 Fixes – Tip #13 Allocation Accounts

Kim Dallefeld, MCP, MCT, MCP Are you finding it very ‘clunky’ to breakdown expenses across departments over and over in journal entries or purchase invoices for example? Recommendation:               Allocation […]

Dallefeld 175 User Group Leader
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30 Problems/30 Fixes – Tip #12 Dimensions

Kim Dallefeld, MCP, MCT, MCP Dimensions are great but if you spend too much time correcting dimensions that were recorded or missed then you need more controls. Use of dimensions […]

Dallefeld 175 User Group Leader
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30 Problems/30 Fixes – Tip #11 Financial Report

Kim Dallefeld, MCP, MCT, MCP Having trouble using Business Central Financial Reports? Feel the formats are bland or there’s \\, not enough formats? Frankly, they  just need to be better? […]

Dallefeld 175 User Group Leader