Accounting

This guide provides steps on how to add permissions to users within Business Central.

Detailed overview and instructions for the use and functionality of the akoyaGO CRM.

Instructions for the new Bank Reconciliation form. This form is the new Default required per Microsoft. Link to Bank Acc. Reconciliation Webinar included.

A guide to identify and resolve 2999 balances.

A guide on adding a new vendor to your Business Central.

How to create a specific or multiple account statements quickly & easily in Business Central.

A detailed guide for Account Schedules and Financial Reports.

An overview of Dimension Values: Fund, Department, and Function.

Follow these steps to generate an EFT from the payment journal in Business Central.

This guide is to help better understand the basics within Business Central. Below are some of the most commonly asked questions, and recommended practices

A comprehensive look at fund fees

An overview of the Impact Investments entity

Steps to transfer the balances of a fund to another, with the intention of closing a fund.

This document will go over the net asset totaling account and associated functionality in Business Central.

An expansive guide about errors that occur when sending payments to Business Central. (Updated frequently)

Steps for creating recurring gifts for donors who often give the same amount on a timed basis.

This document will go over how to regenerate account schedules.

This guide provides detailed instructions on the reversal process for Request payments and Invoice payment, depending on what stage the payments are at.

A guide walking through the setup and process of Scheduled Distributions

A guide to resolving the error message: “Business Central Exception; Line 20000: Contact No.,” followed by ORG -or- IND