Tag Archives: Reports

Save time and effort with Business Central report scheduling!

Are you spending too much time running reports? Microsoft Dynamics 365 Business Central allows you to schedule your reports for when you need them. You can run a sales report every day at 8:00 PM or an inventory report every Friday afternoon. This recurring report feature can be set up with any report you run; Sales Reports, Job Queue Entries, Item Reports, Salesperson-Sales Reports and more!

These reports are also completely customizable. Only see the information you need to, no need to skim through reports with extraneous data to find what you need. Report customization and scheduling allows you to see only what you need, when you need it. You can also choose from a number of default views or create your own to fit your exact needs.

Automating your reports saves you time and allows you to focus on growing your business. Click the video below to see how easy it is to schedule reports in action! Everyone from general retailers, wholesalers and distributors has loved the power reporting of Business Central! Contact [email protected] or call (888) 816-8002 to learn more about Microsoft Business Central.

Closing out your fiscal year in Microsoft Dynamics 365 Business Central

It’s almost the end of the year, which might have you thinking about the end of your fiscal year as well. With Microsoft Dynamics 365 Business Central you can define your business’s fiscal year based on what is right for your business and what part of the world it is located in. No matter when the end of your business year comes you’ll need to close out the year in Business Central. Doing this is easy, simply follow the instructions below.

  1. Search > Accounting Periods – Then choose Accounting Periods Page.
  2. On the Accounting Periods page, choose Process, and then the Create Year action.
  3. Now just fill in the fields.
  4. Choose Process, then the Close Year action

It’s that easy. Now once the year is closed it CANNOT be opened again, but you can still post to it. These transactions are marked as posted after year-end close so that they’re easy to find and audit. You can even restrict users and times for a posting period.

Interested in learning more about Microsoft Dynamics 365 Business Central? Contact [email protected] to learn more on how Business Central can improve your business processes and workflows.

Manage your finances in Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central has built in financials allowing you to manage your entire business in one easy to use software. Preferences, reports, and views can be customized to fit your requirements. Using the Account Role Center allows you to quickly switch roles to view key financial figures in real time. You can grant permission to access this data to whoever needs it, including external accountants. Without that permission your financial data is kept safe and hidden.

Manage the following anywhere on any device with Business Central:
• Accounts Payable and Receivable
• Invoices and Purchase Orders
• Bank Account Reconciliation
• Inventory and Business Costs
• General Ledger
• Recurring Revenue
• Expenses and Revenue Deferrals
• Cash Flow and Cash Flow Forecasts
• And More!

Keeping your finances, point of sale and CRM all in one program saves you time and money. Business Central’s tight integration with Microsoft Outlook, Excel and Power BI allows you to streamline your financial processes even more. View your payment history with a vendor right from your inbox or view/edit open invoices for your customers.

Built in financials is one of many features that gives Business Central an edge over all other retail management softwares. Improve your business processes today by contacting [email protected] to learn more about Business Central and all the features you could be taking advantage of.

Don’t Forget To Run Your Year-End Reports!

Don’t forget to run your A/R Balance Report and Inventory Value Reports for year-end before the first of January.

Running your A/R Balance report:
Manager>Reports>Customer>Accounts Receivable Summary, then run without filters, click OK, and print.

Running your Inventory Value Report:
Manager>Reports>Items>Value List, then run without any filters, click OK, and print.

You can memorize the report by clicking the disk (save) button and give your report a name. This way next year you can choose the memorized report and easily run it.

If you would like more information like this or are considering a support plan, contact us and we’ll be happy to discuss your needs with you, [email protected].