How to set up credit cards in D365 Business Central

Our customers often ask what is the best way to effectively set up credit cards, so that they are easy to manage and reconcile periodically against the statements. The following steps need to be completed to initiate the setup: Create a G/L Account for each Credit...

How to Run Consolidation in D365 Business Central

In this blog, I will take you through the steps for running Consolidation in Business Central, for companies within the same database as the consolidated company. Consolidation is combining the financial data of two or more separate companies (subsidiaries) into one...

Ensuring the Analysis View has the Latest G/L Budget Data

When using G/L Budgets with analysis view for reporting in Microsoft Dynamics 365 Business Central or any reporting tool that taps the analysis view entries, for example, Jet Reports. You may experience issues where the budget figures are not up to date, or even show...

Attaching file documents in Business Central

Files can be attached in Business Central to efficiently upload and reference outside documents within your ERP system.  By attaching file documents, you can associate tax invoices to purchase orders, order confirmation to sales orders, catalogues to Items, contracts...

Lot Tracking in Microsoft Business Central

Keeping track of inventory items is increasingly important. Using lot numbers in Microsoft Dynamics 365 Business Central is quick to set up and easy to use.  With lot tracking, you can trace items across internal warehouse movements, and outbound and inbound...