Accounting

Generating tax form 1099 in Business Central

Business Central utilizes multiple account types and ledgers to track various balances including Bank, Vendor, and Donor/Customer

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.

Allocate investment expenses billed to and paid directly from the foundation.

To update the standard akoyaGO financial reports using the Auto Generate akoyaGO Financial Report process.

Balance Account Type and Number enable users to create two-line entries to be posted to the ledger with a single line in the general journal.

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

Create and post batches of gifts and other revenue to bank accounts in Business Central.

This series of videos will walk you through completing a Bank Account Reconciliation in Business Central.

If an error on a posted purchase invoice is discovered after the purchase has been posted, a new purchase invoice can be posted to replace it.

A guide to identify and resolve 2999 balances.

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

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.

This article will show you how to sort your checks in the payment journal so that they print in a specified order.

Learn how to post a payment directly to a bank account, which is often needed when a bank or investment manager cannot accept direct bank transfers.

This document will go over how to regenerate account schedules.

Posted Purchase Invoices that are are reversed using one of three options: Cancel , Correct, Create Corrective Credit Memo.

Reverse payments so cash can be returned to the payment account and the payable, request payment or purchase invoice, is reopened.

Steps for saving a filter to be used in Business Central when running Financial Reports

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

Business Central's accounts payable processes. We'll review vendors and their connections to the general ledger and the payment journal's payment options.

A detailed guide for Financial Reports.