Kim Dallefeld, MCP, MCT, MCP I enter dates constantly, is there anything that
can improve efficiency for date? Recommendation: ABSOLUTELY!
Here’s a few examples. In the example screenshots below, […]
Kim Dallefeld, MCP, MCT, MCP Sometimes my customer’s payment is for a wrong
amount, typically a small amount, isn’t there an easy way to just write this off
at the […]
Kim Dallefeld, MCP, MCT, MCP Do you ever ask “why can’t I setup default general
ledger accounts for vendors”? For example, Verizon is phone expense. Though not
called default general […]
Kim Dallefeld, MCP, MCT, MCP Do you find Bank Reconciliation time-consuming? Are
you doing your Bank Reconciliations in Excel? Recommendations: Do
your bank reconciliations in BC. This updates data […]
Kim Dallefeld, MCP, MCT, MCP Recurring journals to record expenses for prepaids
such as insurance is really helpful. However it would be nice if when processing
the invoice for anything […]
Kim Dallefeld, MCP, MCT, MCP Excel spreadsheets have errors. There is a better
way to track assets and their depreciation. It’s easy to use and integrates with
Business Central. Recommendation: […]
Kim Dallefeld, MCP, MCT, MCP Does your management team require financial reports
to give details that are not just the amounts in general ledger accounts? Like
sales per employee, gross […]
Kim Dallefeld, MCP, MCT, MCP Are you finding it very ‘clunky’ to breakdown
expenses across departments over and over in journal entries or purchase
invoices for example? Recommendation: Allocation […]
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