Journals, posting groups, VAT setup, year-end close, budgets, and financial configuration in Business Central.
Configure subcontracting for production in Business Central: the Subcontracting extension, work centers, vendor locations, component supply methods, subcontracting purchase orders, and receiving output.
Set up quality inspections in Business Central: permissions, Quality Management Setup, triggers, quality tests, inspection templates, and generation rules that create inspections automatically.
Configure the E-Documents framework in Business Central: create an e-document service, set up the workflow and document sending profile, receive incoming invoices, and see what payments and EDI add.
Activate the Payables Agent in Business Central, connect the invoice mailbox, choose an email review policy, prepare purchase order matching, and keep Copilot credit use under control.
Business Central 2026 release wave 1 adds direct purchase order creation from drop shipments, independent invoice posting, and the ability to reverse drop shipments.
Learn how to use the new Item Statistics page in Business Central to view inventory value, sales growth, gross margin, and return rates for your items.
Set up bank accounts and perform bank reconciliation in Business Central to keep your cash balances accurate.
Set up and process drop shipments in Business Central where goods ship directly from vendor to customer without passing through your warehouse.
Set up the General Posting Setup matrix in Business Central to define how sales and purchase transactions post to the general ledger.
Enable and use lot number and serial number tracking on items in Business Central for full traceability.
Set up VAT business and product posting groups and the VAT Posting Setup matrix in Business Central to handle tax correctly on sales and purchases.
Walk through the full process of creating, shipping, and invoicing a sales order in Business Central.
Process partial deliveries and split invoicing on sales and purchase orders in Business Central.
Correct inventory quantities and values in Business Central using item journals, physical inventory counts, and cost adjustment.
Enter and post manual journal entries in Business Central using the General Journal, including how to balance entries and correct mistakes.
Define and assign dimension codes in Business Central to classify transactions by department, project, or cost center for better reporting.
Configure finance charge terms in Business Central to automatically calculate interest on overdue customer balances.
Create and configure fixed assets in Business Central, including depreciation books, acquisition posting, and depreciation runs.
Create and configure inventory items in Business Central, including costing method, units of measure, and posting group assignments.
Configure warehouse locations and bin codes in Business Central to track inventory by physical storage area.
Configure payment terms and payment methods in Business Central to control due dates, discounts, and payment processing.
Configure customer, vendor, and inventory posting groups in Business Central to control how transactions are posted to the general ledger.
Create and process purchase orders in Business Central from creation through receipt and invoicing.
Automate repeating journal entries in Business Central using the Recurring General Journal to post regular costs like rent or subscriptions.
Configure customer-specific prices and line discounts in Business Central using price lists and discount structures.
Spread revenue or expenses across multiple periods automatically using the deferral feature in Business Central.
Post inventory adjustments, movements, and reclassifications using item journals in Business Central.
Learn how to filter financial reports by dimension values, set up Analysis Views, and use dimension-based analysis in Business Central.
Learn how to set up budget planning lines, compare budget to actual usage, configure WIP methods for revenue recognition, and check resource availability on projects.
Learn how to configure and use timesheets in Business Central to capture resource hours, route them through manager approval, and post them to project ledger entries.
A practical guide to setting up and using the Projects module in Business Central to track costs, revenue, and tasks for time-limited engagements.
How to set up shop calendars, assign them to work centers, calculate capacity, view work center load, and use the Planning Worksheet to generate production orders.
How to create a production order in Business Central, refresh it to populate lines, release it, post consumption and output, and finish the order.
How to create work centers and machine centers, build a routing with operation lines, certify it, and assign it to an item card in Business Central.
How to create and certify a Production BOM in Business Central, add component lines, handle multi-level BOMs, and assign the BOM to an item card.
An overview of the Manufacturing module in Business Central, what it covers, how production orders work, and what you need to set up before you start.
Learn how to create assembly BOMs in Business Central, configure assembly policies, and post assembly orders for both stock and order-based assembly.
Learn how to configure reordering policies on item cards and run the Planning Worksheet in Business Central to generate and act on supply suggestions.
A step-by-step guide to running a physical inventory count in Business Central using the Physical Inventory Journal, from calculating expected quantities to posting adjustments.
Learn how to create and configure Stockkeeping Units (SKUs) in Business Central to manage location- or variant-specific item settings for planning and replenishment.
Learn how to create and manage item variants in Business Central to track sizes, colors, or other product variations under a single item card.
Learn how to move inventory between locations using transfer orders in Business Central, including in-transit locations and direct transfers.
Learn how to set up purchase prices, line discounts, and vendor item catalogs in Business Central so the correct pricing applies automatically on purchase orders.
This guide covers how to create and post sales and purchase credit memos in Business Central, apply them to open invoices, and reverse G/L entries from previously posted documents.
Learn how to create sales return orders and purchase return orders in Business Central, reverse posted documents using Copy Document, post return receipts and shipments, and generate credit memos.
Blanket orders let you set up framework agreements for recurring deliveries without posting directly. This guide covers how to create blanket sales and purchase orders, release partial orders, and track remaining quantities.
A guide to setting up and using the Cost Accounting module in Business Central, including cost types, cost centers, cost objects, G/L transfers, and cost allocations.
A step-by-step guide to setting up and processing intercompany transactions in Business Central, including IC partner setup, chart of accounts mapping, and inbox/outbox handling.
Learn how to configure and use prepayments on sales and purchase orders in Business Central, from setup through final invoice posting and credit memos.
A step-by-step guide to processing VAT returns in Business Central, including VAT settlement, VAT Return creation, MTD submission for UK users, and reconciliation.
Learn how to configure the Cash Flow Forecast module in Business Central, pull in open receivables and payables, add manual entries, and view the forecast from the Accountant Role Center.
A guide to setting up currencies, updating exchange rates, posting foreign currency invoices, and running the Adjust Exchange Rates batch job for period-end revaluation in Business Central.
A guide to the Financial Reports feature in Business Central, how to set up row and column definitions, create reports, apply dimension filters, and run P&L and balance sheet reports.
Learn how to create G/L budgets in Business Central, enter amounts per account and period, use the budget matrix, import from Excel, and compare budget vs actuals in financial reports.
A step-by-step guide to closing a fiscal year in Business Central, covering period closures, the Close Income Statement batch job, and posting the closing journal.
Distribute costs across departments automatically using allocation accounts and rules in Business Central.
Automate overdue invoice follow-ups using reminder terms, levels, and the built-in reminders automation feature in Business Central.