Whether you're a power user, new to Business Central, or you’d like to learn more to see if switching to Business Central is right for your business. There's something to tune in to for everyone.We'll also have a live Q&A after each session.
Monday 1st June, 3pm GMT Harry's Business Central Basics • Filters, sorts and different tips around data input • Personalisation • Posting setup • Dimensions set up
Tuesday 2nd June, 3pm GMT Everything you wanted to know about BC reporting… (that we could fit in an hour) • How to set meaningful KPIs for your business, and where/how to generate the reports to report on these • Breaking down the reporting options in Business Central: • Standard reports • Account schedules • Creating account schedules • Date comparisons • Using budget figures • Dimensions • Jet Reports • Power BI • What are they, why are there so many, which ones are going to cost you money? • Power BI: What you need to know, how to make a start, how to use it in Power BI, for free.
Wednesday 3rd June, 3pm GMT Lets Talk About Business Processes David Clarkson - Budgeting • Creating a Budget • Export/Import with Excel • Splitting out by dimensions • Copying budgets for next year
Joe Edwards – Cash Flow • Chart of cash flow - setup • Running the cashflow forecast • Vendor and customer cashflow payment terms
Marco Tocco – Clever Credit • Extension installation • Clever credit introduction • Clever credit setup/ Ageing table setups • Credit controller Setup • Overview of customer ledger balances with Clever credit function • How to create and manage interactions