A La Carte Projects

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Whether you've never set them up and are still using Excel, or if you did set them up and are struggling to get them working correctly, we can get you caught up and using bank reconciliations regularly again.

Still dumping a trial balance into Excel and reformatting it month after month? Take advantage of the financial reporting capabilities that some with Business Central instead! 

Are you manually coding most of your accounts payable invoices? Let us preconfigure your coding using default values to save you loads of time on manual data entry.

New to Business Central? New to your company? Just need a refresher? We provide training of all types and can provide you access to our one demand training portal so you can complete training on your own schedule or we can do private one on one training to answer your specific questions. 

Send email reminders to your customers to give them the nudge they need to pay invoices. Customizable message and timing is easily configurable so you control how you communicate with your customers. 

Keeping your fixed assets in spreadsheets? Stop now and integrate your assets purchase to accounts payable, calculate depreciation expense monthly, and so much more. 

Are you converting currency outside of the system? Use the automated currency exchange updates to make this so much easier.

Do you have multiple companies? Use the flexible consolidation features that come with the software to easily report on all your companies at once. 

Add data tags to your posted general ledger transactions for more robust reporting options. Whether you want departments or cost centers, brand for your items, class for your customers, or just want to see your margin every way possible, dimensional reporting will get you the information you really want. 

When producing your financial reports, are you including a comparison to budget? Business Central makes it easy to keep track of multiple budgets in the system and reports against what you need so you know if you are on track with the plans you made. 

 Still using the out of the box forms for invoices and credit memos? Make your quotes, orders, invoices and credit memos for your sales and purchasing options stand out with your own brand and layout choices.  

Did your company go live without defining user permissions? If everyone in your system is a super user your company is at risk. Define proper permissions for your users and make sure everyone has only the access they need.