Kristen Hosman’s Dynamics 365 Business Central Blog

When setting up the chart of accounts I like to structure it with the same format that I like my balance sheet row definition to look like. In the example below you can see that I have things grouped together with begin and end totals. This is going to help me when I go to create the balance sheet row definition.  Financial Reporting Row Definition Let's start with creating a row definition. Follow these simple steps to complete this task.  Search for Row Definitions and select (Financial Report) Row Definitions  We're going to create a new row definition now so go ahead and click on +New Add the name and description for the new row Open the new record. From here we're going to select insert > Insert G/L Accounts and select only the balance sheet accounts.  Once you have the rows added now, we're going to work on cleaning up. There are several things here we're going to focus on.  a. Update the Total Type from Total Accounts to Formula b.  Add Totaling f...

If you review the Sent Emails and only see your emails, it's because the User Email View Policies is set to view own emails. Let's review the process of updating this.  Search for  User Email View Policies  and if you don't see it then you'll have to have your Business Central admin update for you or have your admin give you permissions to this page. Within the User Email View Policies page, the User ID '-' is the current user logged into the system.  You have four options to choose from: View own emails View all emails View if access to all related records View if access to any related records You can also add a New line for another user if you want to set up permissions by user. In the example below I'm going to set the current logged in user to view all emails. Now when I go to Sent Emails the user can see everything for all users. ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. ...

Sometimes I blog just so I don't forget something I learned, so this is one of those times. Special mention Brad Prendergast for his help on this one.  The Remittance Advice , Report ID 10083 has the full bank transit and bank account number shown. I wanted to figure out how to only show the last four digits of each since this report layout is emailed out when you do electronic payments.  Here's the solution: Create a custom layout for report 10083. Open the layout in Microsoft Report Builder. Right click on the field that you'd like to update and select Expression.  Update the text with the following: = "***"+Right( Cstr(Choose(4,Split(Cstr(ReportItems!values.Value),Chr(177)))) ,4) Save the layout and import into Custom Layouts within BC.  Select the custom layout as the default report in the Report Layout Selections page.    ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You ...

Client's bank had a requirement to have the text on the check in all uppercase letters (CAPS). Here's how I accomplished this requirement.  Within Microsoft Report Builder I opened the report. I then right clicked on the field and selected Expression. From there I added the following:  = UCase( Cstr(Choose(101,Split(Cstr(ReportItems!FooterInfo.Value), Chr(177)))) )   ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link:  Kristen Hosman | Linktree

Version: US Business Central 24.3 Before moving forward with deleting the company make sure you are 100% certain that you want it deleted. There is no going back other than restoring your environment from a backup. Navigate to the Companies page Select the company you'd like to delete Select Delete on the menu and proceed through the prompts   ------ Kristen Hosman is a Microsoft MVP in Denver. She works with Dynamics 365 Business Central and related technologies. You can also connect with her through this link:  Kristen Hosman | Linktree

When new clients approach me for support after their Dynamics 365 Business Central go-live, it's often because their initial implementation didn’t go as smoothly as planned. They may have been left with systems that don’t fully meet their business needs, or they’re encountering unexpected challenges that disrupt their operations. These businesses are seeking expertise to help them overcome these hurdles, optimize their setup, and finally achieve the efficiency and productivity they were aiming for when they first chose Dynamics 365 Business Central. My role is to step in, diagnose the issues, and guide them towards a solution that aligns with their goals. I'm about to discuss three prevalent issues I frequently encounter with new clients that were onboarded by another partner. Here we go. Subledgers are not balancing to the general ledger. This includes bank accounts, accounts receivable, accounts payable, and inventory. The primary issue arises when direct posting is enabled ...