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A question we commonly hear from Senior Living facilities is: How do we know it is time to move off our all-in-one solution when it comes to Financials? In our experience, when a facility is so much as asking the question, that probably means the time to evaluate is now. While each facility is unique, there are common themes we see among...

In this post, we will discuss you how to do an import into the general ledger in Dynamics 365 Business Central, using the Edit in Excel function. The first thing you will want to do is go into finance and general journals, then select the template you want to use.

Let say you need to import a payroll transaction. You will enter a salary...

One of the benefits of using Microsoft Dynamics 365 Business Central is the ease of use to do common tasks. In this post will take a look at how to enter a journal transaction, using the simple look-up features. To enter a journal transaction, you first will want to click on the Finance tab, then navigate to General Journals (tip: if you...

As part of our ongoing series on Microsoft Dynamics 365 Business Central, this post will take a look at how to enter a chart of accounts in the software. There are two ways that you can start your entry. The first is that you can simply click on finance and go to the chart of accounts. The second way is to go to the search menu and type...

In this post, we will take a look at the steps to access your general ledger setup card in Microsoft Dynamics 365 Business Central. The steps outlined are part your general ledger set up. The first step is to go to the search tab in the upper right and type “General Setup”. Then pick the “General Ledger Setup” from the options listed....

General navigation in Microsoft Dynamics 365 Business Central is driven by the actual security role of a user. For instance, you may be signed in as a business manager. Your menu will look very different then the menu a relationship manager or a general a team member would see. For example, if I you wanted to look at the finance areas,...