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Microsoft Dynamics 365 Business Central: Processing Electronic Payments

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This is the second blog post of a series on configuring and processing electronic payments within Microsoft Dynamics 365 Business Central. Blog Series Links #1 -  Configuring Microsoft Dynamics 365 Business Central: Electronic Payments #2 - Microsoft Dynamics 365 Business Central: Processing Electronic Payments #3 - Microsoft Dynamics 365 Business Central: Electronic Payment Issues I've Encountered Microsoft Dynamics 365 Business Central: Processing Electronic Payments If you haven't configured the system yet to process electronic payments review my first blog of this series here .  Payment Journal Batch Setup When setting up the payment journal it's important to remember a few things that are required at the batch level: Bal. Account Type = Bank Account Bal. Account No. = XX Allow Payment Export = checked Processing Payments in Payment Journal Once you've setup your batch with the vendors you'd like to pay make sure the Recipient Bank Account field is populated. If

Closing fiscal year in Microsoft Dynamics 365 Business Central

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Closing year end within Dynamics 365 Business Central doesn't have to be a scary thing. There are a few steps to complete this task. I highly recommend creating a test company first so you can close and verify everything looks fine before doing the next steps within your production company. If you're not familiar with creating a test company check out this blog and have your system administrator create a test company for you.  Once you have a test company setup go ahead and log into that company. Verify via the chart of accounts that all accounts are set up with the correct Income/Balance type. You wouldn't want an account to be incorrect and then have to fix after closing out the income statement...what a pain that would be.  Next step is to close the accounting periods. Search for Accounting Periods and then select Process > Close Year. Once you select close year you will receive a pop up that says: This function closes the fiscal year from 01/01/20 to 12/31/20. Once

Microsoft MVP Women in Tech: The Untold Stories (episode 1)

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Join us as we tell our stories, interview other women in tech, and talk openly about becoming a woman Microsoft MVP. Our first episode of this series was recorded on January 29, 2021. If you missed the live event you can catch the recording here. Our next live episode is scheduled for February 24, 2021. You can register to attend for free here .  

Configuring Microsoft Dynamics 365 Business Central: Electronic Payments (blog series)

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One of the most desirable features of Microsoft Dynamics 365 Business Central is the ability to pay vendors via electronic payments. I've decided to make a blog series on configuration and processing electronic payments. Links will be updated below as the series gets posted online. Blog Series Links #1 - Configuring Microsoft Dynamics 365 Business Central: Electronic Payments #2 - Microsoft Dynamics 365 Business Central: Processing Electronic Payments #3 - Microsoft Dynamics 365 Business Central: Electronic Payment Issues I've Encountered Configuring Dynamics 365 Business Central: Electronic Payments Bank Account Within the bank account card a few things need to be setup in order for the system to allow you to process electronic payments. Populate the following fields: General > Bank Account No. Posting > Last Remittance Advice No. - I like to use the format R000001 (R for remittance in this case. Transfer > Country Export Format Transfer > E-Pay Export File Name -

How to see what users are assigned to a Microsoft Dynamics 365 Business Central License - Azure Active Directory admin center

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 Recently I've been asked how do I know what users are assigned to a license? You can find this information within the Azure Active Directory admin center. If you're the Microsoft Partner then you'll start at step #1 and if you have access to the Azure Active Directory admin center than you can skip to step 4. Log into Microsoft Partner Center (CSP). Navigate to Customers and select the customer. Click on Service Management then Azure Active Directory.  Within the Azure Active Directory click on Licenses.  Select All products then click on the assigned # and you will be returned a list of users that have the license assigned.  Written by: Kristen Hosman, Microsoft MVP 

How to use MICR fonts in Dynamics 365 Business Central AND modify the check layout

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Being able to purchase completely blank check stock for Microsoft Dynamics 365 Business Central (BC) is a plus, however you'll have to know how to configure the system so the MICR line prints on the check stock. Microsoft added the MICR checks functionality in early 2020 and using it can be a challenge to use if you're not familiar with modifying layouts in BC. I'll walk you through the process of being able to use this functionality. I will be showing you how to do this within my Production environment test company. I will then show you how to update your production company once you've completed your configuration and modified the check layout.  You should also test within a test company and test with your bank prior to updating in production company. If you're only modifying check layout and not using MICR line then you should be ok not testing with your bank first.  Bank Account Card First step is adding the bank account and transit numbers to the bank account ca