- 1099 Reporting
Adding Permissions in Business Central
This guide provides steps on how to add permissions to users within Business Central.
akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
- Auditor Reports
Bank Account Reconciliation
Instructions for the new Bank Reconciliation form. This form is the new Default required per Microsoft. Link to Bank Acc. Reconciliation Webinar included.
- Bank Deposits
- Business Central Errors
Correcting 2999 Balances
A guide to identify and resolve 2999 balances.
- Creating a Journal Entry
Creating a Payee in Business Central
A guide on adding a new vendor to your Business Central.
Creating an Account Statement
How to create a specific or multiple account statements quickly & easily in Business Central.
Customizing Financial Reports
A detailed guide for Account Schedules and Financial Reports.
- Demystifying DTs
- Demystifying DTs (Video)
An overview of Dimension Values: Fund, Department, and Function.
Electronic Fund Transfers
Follow these steps to generate an EFT from the payment journal in Business Central.
Frequently asked Business Central Questions
This guide is to help better understand the basics within Business Central. Below are some of the most commonly asked questions, and recommended practices
Fund Fees Assessment
A comprehensive look at fund fees
- Gift Fees
- How to Reverse an Imported Grant Request Payment
- How to Reverse an Interfund Grant / Gift
- Ignore Undeposited Funds - 1999
An overview of the Impact Investments entity
Merging and Closing Funds
Steps to transfer the balances of a fund to another, with the intention of closing a fund.
- Merging Payees
- Month / Quarter / Year End Procedures
- Net Asset Sweep
Net Asset Totaling Accounts
This document will go over the net asset totaling account and associated functionality in Business Central.
- Payment Status (Folio) Errors
Payment Status (Folio) Errors
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.
Regenerating Account Schedules in Business Central
This document will go over how to regenerate account schedules.
Reversing Request Payments and Purchase Invoices
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
- Send to Accounting Error- Line: 20000 IND or ORG cannot be found (Video)
Send to Accounting Error: Contact No. IND -or- ORG cannot be found
A guide to resolving the error message: “Business Central Exception; Line 20000: Contact No.,” followed by ORG -or- IND
- Setting Up a Bank Account
- Standard (Recurring) Journal Entries in Business Central
- Troubleshoot Posting Payments in Business Central
- Using Credit Cards in Business Central