Bank Reconciliation
Kayla Radics

How to Reprint a Previously-Posted Bank Reconciliation (Business Central Quick Tip)

“Help! I’ve previously posted and printed a batch in Dynamics 365 Business Central but I need to reprint some of the reports from my bank reconciliation!” No fear! Crestwood is here. Below are the steps to reprint a previously-posted bank reconciliation. First, navigate to the top ribbon and select Cash Management > Bank Accounts. Highlight … Read more

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Quick Tips
Kayla Radics

Adding Default Dimensions to Vendor in Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central was designed with simplifying processes and saving time in mind. The ability to add “Dimensions” to anything from a customer to project to vendor is just one great feature that helps speed up your processes. Dimensions are used to filter out certain data, and track any metric you choose. Instead … Read more

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Dynamics 365 Business Central Filter views
Kayla Radics

Using Filters as an Ad Hoc Reporting Tool in Business Central (Comparable to SmartList in GP!)

In Microsoft Dynamics 365 Business Central, you can use filters in just about every window to create an ad hoc report that can then be shared amongst roles. For example, let’s say you want to create a filter to show any customer with a currently due balance that start with the letter A. First, navigate … Read more

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