I was creating my new Pay Off Debts Goal Tracker in Google Sheets, being from the UK I primarily use Excel. But now and then use Google Sheets as its a good tool. I went to “Ctrl” + “T” on my keyboard to convert my cells into a table and it did not work. Hmm […]
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To enable customer data set to be quickly and accurately done Microsoft dynamics/business central allows you to use a template that creates standardized settings for when new records are created. Search for Customer Templates found under lists. Open a existing template to edit it or click new to start a fresh. Click the settings cog […]
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Recurring journals in microsoft business central (previously dynamics or NAV) are very useful for month end processes such as accruals, depreciation charges and many more. You can create a recurring journal batch which is specifically for the different journals you require. Such as accruals. What does a recurring general journal do? Its does more than […]
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Perhaps you work in accounting? Or Finance? Or you use Excel regularly. If you do then you will have entered dates into excel sheets all the time. This post is bringing you another work smarter not harder excel tip and it will make you look so pro in the office. How to insert a calendar […]
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One of the best features of Microsoft Dynamics Business Central from Sage is the fact that you can open multiple tabs within in one company and multiple companies all at once. No logging out of one company into another. Game-changer. However there is a little risk to this feature and if you have done what […]
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The Scenario you have filtered your data in excel, rows hidden and now you want to use SUM to get the total of your filtered row. Only it does not work. It includes the rows that are hidden. 😣 Knowing how clever Microsoft Excel is you know there must be a way to stop this […]
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When working in all of my finance and consultancy roles I used Filters in Excel all the time, daily. That was until I came across Slicers. I am obsessed with the Slicers function in Microsoft Excel. They are often quicker to use than filters and they look so much more professional. Using these will definitely […]
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Are you new to Business Central? Perhaps you have moved systems in your role or have a new role (congratulations!) that uses Business Central/ Dynamics. And it looks nothing like Sage or any of the other systems you have used before. The terminology is even different! This was me a Sage through and through Accountant […]
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How to recover a unsaved spreadsheet. As of 1.5 minutes ago I realized that yesterday I moved a sheet out of excel into a new unsaved workbook so I could view it on a second screen. I proceeded to close all my excel docs ignoring any saving warnings and assumed all useful spreadsheets were under […]
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The holy grail of any finance system is the audit trail, in Microsoft Business Central it can appear to be hidden if no one tells you where to find it. With Sage you click transactions and can see the full Audit Trail. Moving from Sage to the Business Central can seem daunting as it is […]
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