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 […]
Continue ReadingExcel – Slicers the new way to filter
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 […]
Continue ReadingMicrosoft Business Central – Understanding Net Change, Balance & Balance At Date in the Chart Of Accounts.
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 […]
Continue ReadingHow to recover a unsaved Excel workbook.
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 […]
Continue ReadingMicrosoft Business Central – Where is my transaction list?
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 […]
Continue ReadingHow to use the SUMIF Function in Excel
I use the SUMIF function on Excel almost daily it is so useful and easy to use, however at some point in the past three years I had no idea how to use it. I am pretty sure I googled it, so let me pass on the How To. What does SUMIF Do; This function […]
Continue ReadingExcel. How to save an Excel workbook as a PDF
Why would you want to save an excel document as a PDF? Excel can be used to create so much more than just spreadsheets, graphs and charts for presentations, notes, financial statements, budgets we could go on and on. When you share certain documents such as financial statements and presentation charts you are likely to […]
Continue Reading365 Business Central – Help I have not posted my VAT Settlement for last quarter…
I have done this twice since working with Microsoft Business Central, ended my previous VAT quarter and forgot to calculate and post the VAT Settlement. On checking my current quarter it is pulling through all of those previous quarter transactions…. Nightmare! 😨 It is easily resolved just follow the below steps and save for later […]
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