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Dynamics 365 Business Central: How to Reopen the Excel Add-in after Closing it when using Edit in Excel
This post discusses how to use the “Edit In Excel” feature in Business Central, allowing users to manipulate data efficiently through a linked Excel workbook. It provides a quick method for restoring the Excel Add-in if accidentally closed, enhancing the user experience by ensuring easy access to Business Central data.… Continue reading → Read more
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Dynamics 365 Business Central – How to add a field to a Page that’s not available via personalisation
Personalisation in Business Central allows users to add fields, but some may not appear due to their absence in the specific page object. To add unavailable fields, users can customize the Role Centre, accessing all table fields. This method enables users to enhance pages effectively while retaining individual preferences via personalisation.… Continue reading → Read more
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Dynamics 365 Business Central – Exploring the Different Options when running the “Close Income Statement” Routine
This post examines the “Close Income Statement” routine in Business Central, detailing four options for closing income statement General Ledger accounts. These options range from posting a simplified entry without dimensions to producing detailed postings with dimensions, each impacting the analysis and reporting of retained earnings differently.… Continue reading → Read more
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Dynamics 365 Business Central – A Method for posting VAT Opening Balances when going LIVE mid VAT Period
This post provides guidance on posting opening VAT balances in Business Central when transitioning from another system during a VAT period. It highlights the necessity of recording VAT figures through a General Journal entry to ensure all relevant transactions are submitted correctly, thus enabling accurate VAT statement reporting.… Continue reading → Read more
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Dynamics GP to Dynamics 365 Business Central – How to post a batch of Sales or Purchase Invoices using the same Posting Date
This post explains how to batch post Sales or Purchase Invoices in Business Central using a single Posting Date, similar to Dynamics GP. It details the steps to select multiple invoices, utilize the “Post Batch” feature, and set a uniform Posting Date, achieving the desired transactional outcome.… Continue reading → Read more
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Dynamics 365 Business Central – Download a VAT Configuration package for the UK – Includes EU Reverse Charge and Postponed VAT
The VAT Configuration Package simplifies the process of posting EU reverse charge invoices and handling Postponed VAT for UK businesses. It includes settings for Standard VAT, EU Reverse Charge services, and Pre-configured VAT Groups for accurate calculations. A General Journal for testing the VAT statement is also provided. Download access requires subscription.… Continue reading → Read more
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