S9 EP07: Reconcile More Than Cash | Accounting
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by Kerry Peters
2d ago
Ever felt overwhelmed making AP and AR reconciliation reports? Wondering which reports to use for a smoother month-end process? Check out our new courses at https://www.learndynamics.com/    In this episode, we discuss how to streamline the reconciliation of subledgers, the importance of reconciling not just bank accounts but also accounts payable, accounts receivable, fixed assets, and inventory. Join us as we give out more knowledge and pro tips highlighting some common reconciliation pitfalls and its preventive measures.  Explore our on-demand training courses on LearnDynamic ..read more
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S9 EP06: Bank Import Setup | Import/Export Data
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by Kerry Peters
1w ago
Have you ever found yourself wrestling with the complexities of importing bank transactions into Business Central? Check out our new courses at https://www.learndynamics.com/  Bank import setup often poses challenges. In this episode, discover how Assisted Setup simplifies bank transactions and addresses common obstacles end users may encounter while using this tool. Assisted Setup in Business Central is a lifesaver and does the job, particularly for non-tech savvy.  Elevate your understanding of the system and streamline your importing task.  For continuous learning, hop over t ..read more
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S9 EP05: Chart Of Accounts - To Total or Not? | Reporting
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by Kerry Peters
2w ago
Unlock the power of Chart of Accounts strategies for enhanced financial reports and totals.  Join us in this week's episode as we delve into the ongoing debate surrounding the optimal utilization of the chart of accounts. Understand the system’s processes and transactions easier for both minimalist and detailed users.  Tune in for actionable insights that empower you with the tools for effective financial management in this week’s episode of Get Your New View: Chart Of Accounts - To Total or Not? with Cari Corozza and Cynthia Priebe. Learn how to be efficient and up your skills too ..read more
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S9 EP04: Uh-oh! Negative QOH | Inventory Management
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by Kerry Peters
3w ago
Explore our Business Central on-demand training courses at https://www.learndynamics.com/    Ever faced the perplexity of negative inventory values with zero quantity on hand? In this episode, we dive into the importance of settings and processes in preventing inventory mishaps. We'll explore real-life scenarios where incorrect setup led to significant issues. We'll also provide insights on how to avoid these pitfalls in your business because understanding these intricacies is crucial for maintaining accurate financial records. Tune in to transform your Business Central management ap ..read more
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S9 EP03: Lotsa Dimension Errors? | Dimension Control
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by Kerry Peters
1M ago
Explore our Business Central on-demand training courses at https://www.learndynamics.com/  Are you struggling with dimensions in Business Central? Let's simplify it. In this episode, we delve into mastering the system for effective financial reporting. We explore how setting it up correctly prevents bad data entry to ensure accurate information from the start, emphasizing proactive measures rather than just relying on the correction feature. Discover how to seamlessly integrate this feature with master data like customers and vendors. Tune in to turn this process into a streamlined part o ..read more
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S9 EP02: Ctrl+Alt+F1? | Troubleshooting
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by Kerry Peters
1M ago
Explore our Business Central on-demand training courses at https://www.learndynamics.com/   Lost in the maze of Business Central's features? Press Ctrl+Alt+F1. Discover the power of page inspection, a tool that delves behind the scenes to unravel the details of your data and manage them effectively. Whether it's understanding GL account selections or troubleshooting report fields, this feature is your key to clarity, making the invisible visible. If you're ready to transform your approach to inspecting pages, dive into our discussion to unlock these capabilities and elevate your understan ..read more
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S9 EP01: Converting User Groups? | Security & Permissions
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by Kerry Peters
1M ago
Explore our Business Central on-demand training courses at https://www.learndynamics.com/  What future awaits for existing User Groups in Business Central? This episode navigates the complexities of transitioning from user groups to new security structures. It's a significant change, but we'll break it down for you. With user groups being phased out, understanding the shift to security groups and composable permission sets is crucial. If you're not using the assisted setup for this transition, don't worry. You have options to start from scratch, but remember, being proactive is vital.&nbs ..read more
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Controller’s Boot Camp
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by Kerry Peters
1M ago
If you are a Controller, you are the person in charge of making sure everything adds up and runs smoothly!  We’ve got the perfect training for you! Our Controllers’ Bootcamp is a bundle of six courses, giving you a solid start with Business Central. Navigate the software efficiently, understand financial foundations, and master sales purchasing, accounts payable, and receivable. Learn advanced journal entry features and month-end processes. Head over to https://www.learndynamics.com/ to explore this class and more on-demand courses. Let’s make 2024 a year of learning and growth for your b ..read more
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Accounts Payable
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by Kerry Peters
2M ago
Explore our Business Central on-demand training courses at https://www.learndynamics.com/ I know dealing with Accounts Payable can be a headache. This 2024, we are boosting your business by ditching the old paper check routine.  Imagine a world where handling payments is as smooth as butter. In these classes, we’re going to take you on a journey behind the scenes of the payables life cycle and we’ll throw in some tips on how to avoid common issues and execute swift corrections when necessary. If you are ready to level up your business, hop over to learndynamics.com and explore our On-Dema ..read more
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Accounts Receivable
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by Kerry Peters
2M ago
Explore our Business Central on-demand training courses at https://www.learndynamics.com/ Make yourself and your team happy and confident by knowing how to properly process your Accounts Receivable quickly and correctly. Not having to worry about who processes the Accounts Receivable can give your company an edge and will make everyone on your team's life, including you, much easier.  With us, you'll go through the entire receivables lifecycle to understand how Microsoft Dynamics 365 Business Central handles those transactions behind the scenes. You will learn about the common issues to a ..read more
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