How to Create a Journal Entry in Excel and Upload it to Dynamics 365 Business Central

A client recently asked me for instructions on how to create journal entries in Excel and then be able to “Copy and Paste” or “Upload” the entry from Excel to Business Central (If I had a dollar for every time I’ve heard “QuickBooks can do it…”). I had been addressing this before by showing a… Continue reading How to Create a Journal Entry in Excel and Upload it to Dynamics 365 Business Central

Consolidating Financial Data in Microsoft Dynamics NAV or Business Central

With roots that go back to Denmark in the 1980s, Microsoft Dynamics NAV and Dynamics 365 Business Central offers strong multinational and complex accounting capabilities—including the ability to handle consolidations—that other ERP solutions do not. Some organizations need to consolidate financial data for multiple business units or legal entities, while others have subsidiaries that report… Continue reading Consolidating Financial Data in Microsoft Dynamics NAV or Business Central

Run The Close Year End Process in Microsoft Dynamics 365 Business Central

In Microsoft Dynamics 365, the Close Income Statement batch job transfers the year’s results to a Retained Earning account in the balance sheet and closes all the income statement accounts. This process creates a journal, which is posted manually. When an additional reporting currency is used, the system will post the additional currency directly to… Continue reading Run The Close Year End Process in Microsoft Dynamics 365 Business Central

Microsoft Dynamics Business Central Company Hub Feature

Microsoft Dynamics 365 Business Central version 17 has many new features. In this “Cool Stuff in Business Central” video from ArcherPoint, we show the new Company Hub feature. The Company Hub feature pulls together multiple companies whether they are in the same Business Central database or not. This is a huge benefit as it allows… Continue reading Microsoft Dynamics Business Central Company Hub Feature

D365BC 17 Copy a GL Register or Journal Entry Lines to a New General Journal

There’s a cool new function in Microsoft Dynamics 365 Business Central version 17 (BC 17) that allows the user to copy either an entire GL Register or a couple of lines from a journal entry to a new General Journal. If you use it to reverse an entry, unlike the standard Reverse function, you can… Continue reading D365BC 17 Copy a GL Register or Journal Entry Lines to a New General Journal

How to Use the Inventory Adjustment Feature in Dynamics Business Central

One of the many helpful features for ERP users in Microsoft Dynamics Business Central is Inventory Adjustment. This feature makes it fast and easy to make adjustments to your inventory, while making appropriate journal entries in the back end. Watch this brief video to see how to use this time-saving feature in Dynamics 365 Business… Continue reading How to Use the Inventory Adjustment Feature in Dynamics Business Central

Microsoft Dynamics 365 Business Central Sort Search and Filter

Microsoft Dynamics 365 Business Central has the tools you need to find and report on the data in your ERP system. Understanding how to search, sort, and filter is critical. Watch this video to see how to search and sort your data in list views and how to use the powerful filter options in both… Continue reading Microsoft Dynamics 365 Business Central Sort Search and Filter

Dynamics 365 Business Central: Copy Existing Items to Create New Items

MSD365 Business Central has many time-saving features, including the Copy Items feature. This video shows you how to quickly copy an inventory item and include or exclude as many attributes as you need – including dimensions, image, description, and much more. You can then quickly edit with changes you require, without having to setup a new… Continue reading Dynamics 365 Business Central: Copy Existing Items to Create New Items

Using the Batch Posting Feature in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central has many helpful features for ERP users, and one of them is Batch Posting. Batch postings are a real time saver, and they’re easy to set up on both the Purchasing and Payables as well as Sales and Receivables sides of your business. Watch this brief video to see how… Continue reading Using the Batch Posting Feature in Microsoft Dynamics 365 Business Central

How to record permission sets in Microsoft Dynamics Business Central

  In Microsoft Dynamics Business Central, Permission Sets are assigned to users based on the job tasks they perform. The Permission Sets as provided in your database might not always fit your company’s requirements. Creating new permission sets by hand can still be done, adding tables as needed, but recording a user’s activity in Business… Continue reading How to record permission sets in Microsoft Dynamics Business Central