Have you ever noticed that you have multiple records in Business Central for the same Vendor? Perhaps the vendor sent an updated W9… and someone didn’t realize the vendor was already in the system, so they created a new vendor… or maybe they are a DBA and someone just searched by the wrong name… so, well… now you have two vendors for the same account. There are a lot of reasons this happens… and when it does, it can be frustrating, or at very least, cause lots of extra work!
Worse yet… what if those duplicates have transactions against them… so now you are stuck with 2 vendor records (or maybe even more) for the same vendor… UGH!
Well, you are in luck! There is a way to merge those master records and maintain all of your history!
Continue reading “BC #LifeHacks 182: Combine or Merge Vendor Records”
Have you ever posted a transaction… and just before clicking the post button you realize something was wrong in your description? But your mouse click was faster than your eyes… Yeah, me too. It just seems inevitable that no matter how much I try to make sure that I get it right… check, check again… triple check… I misspelll something, or just simply get it wrong. Ugh. When this happens, you may have just ‘rolled with it’ or even posted a correcting entry. Same here… There has to be a better way to handle this… and THERE IS!!
Below we will walk through a MUCH better way to handle these situations… you will LOVE IT!
Continue reading “BC #LifeHacks 147: Edit Posted Transaction Descriptions”
As you may know, clicking on a phone number withing Microsoft Dynamics 365 Business Central will prompt you to make a phone call. This is pretty cool to me and is a big time saver!
Generally businesses are using Skype for Business, and upon install, this becomes the default application for invoking phone calls. But with the increasing development on Teams, and the growing desire to change from Skype for Business to Teams… how do you tell the software to use Teams for phone calls instead of Skype?
Continue reading “BC #LifeHacks 122: Change Which App is Used When Making a Phone Call”
When trying to use Jet Reports connected to Business Central recently, I encountered an error that had me scratching my head!
I had a valid license but it kept giving me an error: “Renew Jet Reports Financials” – it further said in the dialogue box that my subscription had expired… but it didn’t… so what to do now?
Continue reading “BC #LifeHacks 112: Jet Reports Error – Renew Jet Reports Financials”