- 1099 Reporting
- Add Default Accounts to Vendors
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Adding Permissions in Business Central
This guide provides steps on how to add permissions to users within Business Central.
- Agency Funds
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akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
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Anonymous Fund on Payments
A short guide on how to have a Fund show as "Anonymous" on a payment (check)
- Auditor Reports
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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
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Changing Colors on Fields
A brief guide on changing colors for options/choices within fields
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Correcting 2999 Balances
A guide to identify and resolve 2999 balances.
- Creating a Journal Entry
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Creating a Payee in Business Central
A guide on adding a new vendor to your Business Central.
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Creating an Account Statement
How to create a specific or multiple account statements quickly & easily in Business Central.
- Creating and Viewing Purchase Invoices
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Customizing Financial Reports
A detailed guide for Account Schedules and Financial Reports.
- Data Entry Basics
- Demystifying DTs
- Demystifying DTs (Video)
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Dimensions
An overview of Dimension Values: Fund, Department, and Function.
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Electronic Fund Transfers
Follow these steps to generate an EFT from the payment journal in Business Central.
- Finding Outstanding Transactions
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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
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Fund Fees Assessment
A comprehensive look at fund fees
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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
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JIA by Bank Account
Starting May 11, 2023 JIA will be run by bank account. This document describes the new process.
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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
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Net Asset Totaling Accounts
This document will go over the net asset totaling account and associated functionality in Business Central.
- Payment Status (Folio) Errors
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Payment Status (Folio) Errors
An expansive guide about errors that occur when sending payments to Business Central. (Updated frequently)
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Regenerating Account Schedules in Business Central
This document will go over how to regenerate account schedules.
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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)
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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
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Spendable Allotment
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