- 1099 Reporting
- Add Default Accounts to Vendors
Adding Permissions in Business Central
This guide provides steps on how to add permissions to users within Business Central.
- Agency Funds
akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
Anonymous Fund on Payments
A short guide on how to have a Fund show as "Anonymous" on a payment (check)
- 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 Account Reconciliation (Webinar)
- Bank Deposits
- Business Central Errors
- Business Central Filter Expressions
Changing Colors on Fields
A brief guide on changing colors for options/choices within fields
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.
- Creating and Viewing Purchase Invoices
Customizing Financial Reports
A detailed guide for Account Schedules and Financial Reports.
- Data Entry Basics
- 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.
- Finding Outstanding Transactions
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
Fund Statement Format
A concise guide for creating and editing Fund Statement Formats in Business Central.
- How to Post Manual Checks
- How to Reverse an Imported Grant Request Payment
- How to Reverse an Interfund Grant / Gift
- Ignore Undeposited Funds - 1999
JIA by Bank Account
Starting May 11, 2023 JIA will be run by bank account. This document describes the new process.
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 Clear
- 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)
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.
- 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
A guide on allocating spendable net assets to endowed funds
- Standard (Recurring) Journal Entries in Business Central
- Troubleshoot Posting Payments in Business Central
- Troubleshooting Undeposited Funds
- Using Credit Cards in Business Central