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Gurdeep Bahra
United Kingdom
Registrace 28. 10. 2012
Welcome to our Business Central focused CZcams channel, where we bring you all things BC, from the fundamentals when setting up BC to the latest insights and strategies to help you optimize your functional processes, boost productivity, and drive growth using Microsoft Dynamics 365 Business Central. Join us on this journey to achieve the utopia of the perfect back office solution!
Approvals with Journals in Business Central
This video talks through approvals with the general journal in Business Central, we begin by talking through the two different options we can use to approve journals - batch or line. We then move into reviewing and demonstrating a journal batch level approval, before moving on to the same for a line level approval. We hope you find this video useful
zhlédnutí: 44
Video
Approvals with Specific Approver and Workflow User Groups in Business Central
zhlédnutí 29Před dnem
This video talks through approvals in Business Central with the specific approver & workflow user groups. We begin by going through processing a PO using the specific approver approach for approvals in BC. We then move on to setting up a workflow user group, and applying that to a workflow before demonstrating the approval process with the the workflow user group in place.
Approvals with Approver Chain and First Qualified Approver Setup in Business Central
zhlédnutí 57Před 14 dny
In this video we talk through the approvals process for POs using the approver chain and first qualified approver setup. We begin by running through the required setup for the approver chain and first qualified approver setup, we then go into demonstrating how the approvers are selected in some different scenarios when raising POs. We dont go into the detail of setting up approval workflows in ...
Approvals with Direct Approver Setup in Business Central
zhlédnutí 48Před 14 dny
This video talks through the internal Business Central approval workflows engine and how it can be used to setup approvals with a direct approver approach. We begin by talking through approval workflows, next we move to the approval user setup & to finish we work through processing a PO which is sent for approval & approved.
Data Templates in Business Central
zhlédnutí 71Před 28 dny
This video talks through how templates can be used in Business Central, we begin by talking through the typical use cases for templates and how they can be used across different ledgers. We then move into setting up a template and applying it to a customer record, and talk through how master data records such as customers can be used to create a new template in Business Central.
Page Scripting Tool in Business Central (Wave 1 - 2024)
zhlédnutí 205Před měsícem
Released in the wave 1 update of 2024, the page scripting tool allows users to record acceptance testing scripts. They can then (if required) modify them and re-run them as many times as desired. The video starts off with an introduction to page scripting within Business Central, we then go ahead & create a script which we play back. Finally we force an error on the page scripting tool to obser...
Dimension Correction Tool in Business Central (Wave 1 - 2021)
zhlédnutí 77Před měsícem
Released in the wave 1 update of 2021, the dimension correction tool allows users to update dimensions on the general ledger within Business Central. This video begins by talking through the different pages we can use to update dimensions, we talk through the process to update dimensions and finish by running over the audit log for dimension changes.
Limiting Access at Company Level in Business Central
zhlédnutí 122Před 2 měsíci
This video talks through how we can limit access at company level within Business Central, we begin by talking through permissions sets and how they can be used in BC, we then move on to reviewing 2 separate user cards with access to different companies within the BC environment. We finish by reviewing the implications of the setup we ran through by logging in to BC with the 2 users for whom we...
Job Queues in Business Central
zhlédnutí 194Před 2 měsíci
This video talks through the job queue in Business Central, we begin by talking about what the job queue is, we then move on to setting up a job queue entry within Business Central & talking through some of the different setup and configuration that can be completed alongside this.
Budgeted Fixed Assets in Business Central
zhlédnutí 81Před 2 měsíci
In this video we talk through the budgeted fixed asset functionality, we begin by setting up & posting a number of different transactions to a budgeted fixed asset. We then move on to reviewing some reports that can be used in conjunction with a budgeted fixed asset, and finish on some functionality that can be used to transfer fixed asset budget entries to a general ledger budget. We hope you ...
Fixed Asset Classes & Subclasses
zhlédnutí 55Před 2 měsíci
This video talks through fixed asset classes & fixed asset subclasses in Business Central, we begin by running through where the two fields are assigned on the fixed asset card, we then talk through how the class and the subclass can be used and configured within BC. We finish the video by running through some of the possible benefits of using fixed asset classes, subclasses & locations within ...
Cancelling & Reversing Entries in the Fixed Asset Ledger
zhlédnutí 179Před 2 měsíci
This video talks through the cancel & reverse entries function in the fixed asset ledger in Business Central. We begin by going through the reverse entries function and demonstrating how this works, we then go on to re-generate some depreciation entries and use the cancel entries function to reverse. We hope you find this video useful!
Insurance Policies in Business Central
zhlédnutí 144Před 2 měsíci
This video talks through insurance policies in Business Central, we begin by going through some of the setup required before insurance can be used in BC. We then go on to setup an insurance policy and post an entry via the insurance journal. We hop you find this video useful!
Main Asset & Component Assets in Business Central
zhlédnutí 173Před 3 měsíci
This video goes through linking fixed assets together using the main asset & component asset functionality, we begin by going through the setup required when using the main asset and component asset functionality, we then move on to how the linked assets can be reported on. Finally, we talk through some of the configuration that can be used to limit postings to main assets, we hope you find thi...
Manual Bank Statement Import Setup
zhlédnutí 216Před 3 měsíci
This video talks through how to setup a data exchange definition record manually on Business Central. We begin by opening a data exchange definition card & move on to setting up a line definition, followed by some column definitions. Once the data exchange definition is setup we go ahead & import a bank statement into BC.
Foreign Currency Revaluation in Business Central
zhlédnutí 604Před 3 měsíci
Foreign Currency Revaluation in Business Central
Calculating Depreciation in Business Central
zhlédnutí 920Před 4 měsíci
Calculating Depreciation in Business Central
Acquiring a Fixed Asset in Business Central
zhlédnutí 522Před 4 měsíci
Acquiring a Fixed Asset in Business Central
Sorting, Searching and Filtering in Business Central
zhlédnutí 208Před 4 měsíci
Sorting, Searching and Filtering in Business Central
Payment Discount Tolerances in Business Central
zhlédnutí 170Před 4 měsíci
Payment Discount Tolerances in Business Central
Correct, Cancel and Create Corrective Credit Memo Functions
zhlédnutí 297Před 4 měsíci
Correct, Cancel and Create Corrective Credit Memo Functions
Approvals with Power Automate in Business Central
zhlédnutí 625Před 4 měsíci
Approvals with Power Automate in Business Central
User Groups Deprecation and Security Groups in BC
zhlédnutí 218Před 5 měsíci
User Groups Deprecation and Security Groups in BC
Statistical Accounts in Business Central (Wave 1 - 2023)
zhlédnutí 385Před 5 měsíci
Statistical Accounts in Business Central (Wave 1 - 2023)
Payment Tolerances in Business Central
zhlédnutí 381Před 6 měsíci
Payment Tolerances in Business Central
Extended Texts and Standard Text Codes in Business Central
zhlédnutí 413Před 6 měsíci
Extended Texts and Standard Text Codes in Business Central
Quick Entry Fields in Business Central
zhlédnutí 236Před 6 měsíci
Quick Entry Fields in Business Central
As the new in BC so this is very handy and useful video. Greatly appreciated. 😄😄
@cindyc6703 you are most welcome, thanks for the lovely feedback! If you have any video suggestions pls do let me know!
The testarossa is nicer 🙂
@Bugaboo13sks you have very good taste!! I love the Testarossa, beautiful machine.. I guess this car wouldn't have much depreciation? Maybe appreciation haha! Thank you for reaching out!!!
Can you setup templates in Excel which pulls data from BC based on criteria criteria such as period and year without having to export data every time such as in software OneStream?
@pt3470 hey there! Thanks for reaching out!! So I think you could use excel layout reports to achieve something like this, you'd need to think about how you can filter to current period automatically- maybe you could use excel to do this for you
How can we create master data using receiving company no series overwriting source company no series
Hello! Thank you very much for reaching out, so it depends what table you are using, but for example you can sync the customer table without the No. field and you will achieve what you need - I hope this helps!
Loving these videos mate! Very handy. Hope all is well
OMG!!! Craig! EPIC to hear from you & thank you so much for the feedback!! All good here, hope you're doing good too ❤️
@@gurdeepbahra6843 All good this end dude! ✌
How can we export these scripts? I tried saving and It did not save in the format I wanted. I mean I want the same text written in the right panel. It will not let me copy-paste the text from the page scripting.
Hello & thanks for reaching out! So I don't think you'll be able to copy and paste - just yet! It's early days for this functionality though so watch this space, it may be possible in the future! There are other tools you can use for automated testing (outside of BC)
Hellow, Option to Add, edit and delete Item customer and vendors is disabled in my business central account. Please let me know what can be issue.
Hi there, thanks for reaching out!! Can you tell me the error you receive when you try pls?
So it is impossible to approvce from Dynamics itself?
hi there! thanks for reaching out!! yes - it is certainly possible to approve from BC itself, using Power Automate is optional. Hope this helps!
how to setting if we have two approver ..
Hi there! Thanks for reaching out! So you can add two approvers into the flow itself if you set a condition, otherwise you can ask the flow to reference an external table on which you have an approval hierarchy setup.. hope this helps!!!
Hi Gurdeep, great video. Would it be possible for you to do a video on the new reminder functionality please? Many thanks
hey there, thanks for reaching out! Sure!! i will pop this on the list & do the video asap!
@@gurdeepbahra6843 Thank you :)
Hi, Thank you for the helpful video. I have one more question: how can I pull bank statements from Business Central? For instance, in QuickBooks, you can retrieve bank statements directly from the software and then reconcile the accounts. These statements are linked directly from the bank to the software. Is there a similar feature available in Business Central?
hey there! thank you so much for your feedback!! so it is possible to do this in Business Central, but you will need an app/modification to do this sort of thing, hope this helps!
@@gurdeepbahra6843Hi, I hope you're doing well. Could you please explain the process to me? That would be very helpful. Alternatively, is there a quicker method to obtain bank statements from Business Central, aside from requesting them from the client every month? Thank you.
@umerrazzak1031 hey! Thanks for reaching out! So you could potentially transport the bank statements via SFTP, rather than manually requesting them. But you would need to setup links with the bank to do this, maybe reach out to me on LinkedIn and we can have a call to discuss! Hope this helps
Hi kindly how does one correct this error when adding a fixed asset through purchasing, Depreciation Book Code must have a value in purchase Line: Document Type=Invoice, Document No=INV00030,Line No.= 10000. It cannot be zero or empty.
hi there! thank you for your message, so you will need to add a field to the purchase lines area, called depreciation book, and populate this with the correct depreciation book. To stop this message in the future, you could add a default depreciation book on the "fixed asset setup" page. hope this helps!
Hi! This has been very helpful in understanding the cause of the error however I have tried to look at ways to edit the purchases columns to include the depreciation book but haven't reached there yet. How can I get there, thanks.
@dka87 hey there! The depreciation book code field should be there, can I confirm that when you are adding new fields you're adding them into the lines section of the page? When in add fields mode, you need to click on the purchase line section to add fields to that area. If this still doesn't work we can try and get on a call ...
@@gurdeepbahra6843 Hey there! I was able to figure it out and your guidance was amazing. Thanks much appreciated.
Thanks Great video. A quick question, what would stop Allan changing the permission and giving himself access to the other companies from the Cronos Company he has permission for?
Hey there! Thanks for your question! So Alan would only be able to grant himself/other users permissions which have the same level of access as his ... so for example, if you're not a super user, you cannot go and assign yourself the super user permission. I hope this helps!
@@gurdeepbahra6843 Ahh yes, thank you :)
Hi Gurdeep , the video is very helpful and informative. I have 1 question regarding the companies entity. Can we set the permission for entities. For example: 1 users want only 1 company entity access and other want all the company entity access. How can we set that permission sets. If you could help me in this or make 1 video on companies entity that would be helpful. Thank You!
Hi Priya! Lovely to hear from you, we may have worked together in the past? I hope you're doing well! Yes, what you are asking for is certainly possible! I will put this on the list and aim to upload a video showcasing this as soon as possible!
hello, there's a qestion i have for you. I'm currently trying to find a solution to migrate all the database from NAV 2009 to the business central BC365, using the configurations packages. I can't use the cloud migration because it cost a lot. so i only Exporting and Importing Data Using Excel I can extract data into a format that can be easily managed within Excel, ensuring tha it capture all necessary fields. Then Prepare Excel Data for Business Central: Format and clean the data in Excel to align with Business Central’s data structure. Make sure the data types and formats meet the requirements of Business Central, such as correct date formats and numerical values. Use Configuration Packages: In Business Central, navigate to the Configuration Packages page and either create a new package or modify an existing one. Import your prepared Excel files into the Configuration Package. Business Central will allow you to map your Excel data columns to the corresponding fields in the Business Central database. Validate and Apply Data so my question is will i be able to import all my database or will i need to choose what i can and what i can't import to business central using the configurations packages ? i'm kinda lost in the documentation from microsoft, and finding true responses is hard on internet, when it's becoming too specific. do the config packages are for only an amount of tables or certain tables or all tables ?
Why are your bank accounts GL codes in the 40000 range? They should be under 40000. Accounts over 40000 are income statement accounts.
hey there! thanks for reaching out & i take your point onboard - the data i am using is just a Cronus environment so is for demonstration purposes only, but you are correct we have the flexibility to setup g/l codes for P&L and balance sheet as we require. If you have any suggestions or anything you'd like to see just let me know!
@@gurdeepbahra6843 Thank you for the reply. Your videos are great, thank you for making them. I am learning a lot.
Some of my accounts are shifted from the left in the list and some are not, why do you think that is? Your video has been the most helpful compared to what’s out there. Thank you so much
Hey there! Thank you so much for reaching out & for your amazing feedback!!! I would double check the "begin totals" and "end totals" of your accounts, something may be wrong here - remember you can only use begin and end totals together once! Give this a check & let me know if it solves your issue?
Thanks for the given detail , just need to know can we combine two table in single excel and make one report
Hey there! Thanks for reaching out! This is a very good question, so right now this is not possible, but in the future it might be - it would be a very useful tool! For now you can use Jet to do this
Hi, Thanks for the vid, but how come you skipped the field mapping bit at 5:27?
hey Jon, really appreciate you reaching out! you're right i do skip over it in this video, take a look at this one - a few people have reached out asking if i can do the field mappings on a video - check this out - czcams.com/video/iN07DpwVpBg/video.html hope it helps!! Reach out if you need anything else!
I don't see the General Posting Setup on your screen, I can't get it in either
hey Christos! thank you so much for reaching out!! so i have just tried to insert General Posting Setup on my BC and it is now allowed in - although it gave me a warning message first about linked tables, and added them all in too!!! version i am using is - 23.4.15643.15715
V good rundown - thanks!
Thanks so much for the feedback! If you have any requests please let me know!!
Thank you
You are most welcome! Thanks for reaching out and if you can think of any other videos you'd like to see do let me know!
Good day, Please, is there a reason why my own assisted setup does not have some features i see on yours including this bank statement format. Is it a backend configuration thing or a version problem?
Hello, thank you for your message! This will most likely be down to the localisation you are using. Which localisation is it? I will upload a video on manually creating one for you ASAP
Hello, please how can we set this up manually
Hello! Thank you for reaching out, yes it is absolutely possible to set this up manually! You would need to create the records manually in the relevant tables, or even import one you have exported before, did you want to see this on a video? I can put this on my to do list
Yes, please . It will be very helpful sir
@NgoziNwaeze-og6zl no problem! I will add this to the list, watch this space it'll be released soon!! Thanks & take care!
Please can the amount be split into two columns when creating a Data exchange Definition format ? One for Debit and the other for credit @@gurdeepbahra6843
Where are you from Sir?
Hey there! I am based in the UK, I have worked mainly with the GB localisation but have also done extensive work with US, many countries across Europe too
@@gurdeepbahra6843 How much pay does a Functional Consultant get in the UK with three years of experience ?
@thesinghs4482 thank you for your message, honest answer is I'm not sure. I can put you in touch with a recruiter who might be able to help though if you're interested?
Thanks. Waiting for the next other videos.
Thank you! Coming soon, watch this space!! If you have any suggestions pls let me know
Thank you for providing these videos!
Thank you for reaching out, and you are most welcome, please do let me know if you'd like to see a video on a particular subject!
hello ,,, inactive and block both of them prevent posting to the asset
hey there! thank you so much for reaching out - and you are correct - thank you! i was not aware that the inactive tick box causes this behaviour! Thanks for letting me know!!
@@gurdeepbahra6843 you are welcome You are making a great effort Keep it up
So well explained! Excellent!
thank you very much for this feedback, if you have any requests/areas you'd like me to cover let me know!
What about "assign package" action button? Could you please record a video explaining this functionality through Configuration Worksheet and outline the difference between it and Configuration Packages? Many thinks for your useful videos
hey there, thank you so much for reaching out! i can surely do a video on configuration worksheets & the assign package function, i will put this on the list and will create the video as soon as possible - thanks and take care!
Thanks a lot @@gurdeepbahra6843
Can we set different grace period for different customer or can we change grace period manually at time of posting invoice
hey there, thank you very much for reaching out! so as far as i am aware, you cannot set different grace periods per customer (it would only take a small modification to do this), but you should also be able to modify the payment discount tolerance date on the customer ledger entry, hope this helps!
Great. Pl keep posting more related to setup page
Best video on posting groups, Thanks!
Thank you for your amazing feedback, if you have any requests please let me know!
@@gurdeepbahra6843 if you can create a course like video or playlist for beginners who wants to become functional consultant, explaining accounting and finance terms along with this course, then that would be great !
@umarnaeem6128 thanks for the feedback. I will put this on my list of videos/playlists! Take care and watch out for them soon!!
@@gurdeepbahra6843 Thanks, Subscribed
The best channel in this field! So happy I found you! Thanks for such detailed explanations
Thank you for this amazing feedback, if you have any requests please do reach out and let me know!
Hi sir How can we implement dynamics in new company can you make video
hey there, thanks for reaching out! Sure i can definitely do video on this for you, i will put it on my to do list, watch out for it soon!
I really gain alot from your videos great knowledge and speaking with confidence keep it up
Thank you for this clear video. Helped me a lot 🙂!
hey there! thank you very much for reaching out & for your feedback! if you can think of any other videos you'd be interested in seeing please do let me know! all the best!
You are such a resource
hey there! thank you so much for your feedback, it is much appreciated!! if you can think of any other videos you'd like to see then please do reach out, all the best!
really struggling to get the decimals to show up...currently have <Precision,2:2><Standard Format,0> on the column definitions with multiplier of 100.00 on the field mapping. Any suggestions
hey there, thanks for reaching out - have you tried this - <Precision,2:2><Standard Format,2> and also setting a data formatting culture? let me know if this helps!
@@gurdeepbahra6843 thanks but no luck still, I'll see if Microsoft can help solve this
Very helpful. Thank you so much.
You are most welcome! I'm glad it helped!! Let me know if there's any other subjects you'd like me to cover! Happy New Year!!
Great explanation. Thank you.
Hey there, thanks for reaching out and for the feedback!! You are most welcome, if you think of any suggestions or have any other feedback please do reach out!! Happy New Year!!
@@gurdeepbahra6843 Maybe something on Employees and Payroll? e.g Paying employees, expenses, Employee reports such as how to find out the value of employee expenses outstanding? Many thanks
@@initman12 sure! Consider it done!! I will pop these on the list to record and upload them ASAP! Thanks very much for your suggestions!
@@gurdeepbahra6843 Thanks :)
Excellent explanation of posting groups. Well done!
Thank you for reaching out and thank you so much for your kind words! If you have any queries or video suggestions please do let me know!! I'd be more than happy to help
Hello, Thank you for your video. I have a query - Is it possible to make Account Type Default to Customer or Vendor ? If yes, Please suggest how ? (Without Customisation)
Hello Karan, thanks for reaching out! So I can't think of any way to do this without a customisation - maybe Microsoft might introduce something to help with this in the future. If you're wanting to go ootb for the solution to this issue, I would say maybe use edit in excel or config packages to optimise data input - hope this helps! Let me know if you need anything else!!
Thank you so so much Gurdeep.. I completely agree with you on this end.. I tried to find but I couldn't.. Now I'm relieved a bit..
Great explanation. THank you :)
you are most welcome, thank you for reaching out & i'm glad this helped! pls feel free to ask if you have any queries/questions/requests!
Hi, when I click update Ex, it will update for all existing currencies, can we use the update Ex rate for few specific currencies only, also the job queue to apply to specific currencies only. Thanks
hi there! thanks for reaching out, so i can think of a few ways to achieve this but the tidiest is probably a quick modification to add a new boolean on the currency record, this can be marked as yes where you want to update the exchange rate automatically, then you can modify the update currency exchange rate codeunit to update - only for those currencies where the boolean is marked yes. hope this sounds ok - let me know if you need anything further!
For existing customers/vendors, we can link them by merging their contacts, BC will link them automatically when we merge the contacts
I was not aware of this - thank you very much for letting me know!!
Wow! Found you here. Good one.
David!! So so good to hear from you, hope you're doing well and hope to speak to you, and work with you again very soon!! All the best ❤️
Thank you for this Video. I learned a lot ❤
You are most welcome! I'm glad I could be of assistance!! ❤️
Really helpful video! 1 question, how would I get it to export with header and footer? I've added them as Line definitions and done the mapping but it doesn't want to export only the detail. Any reason you can think of?
Sorry, I have done some research and don't believe it is possible to export header and details using data exchange definitions, you will need to use a bespoke codeunit for this
How can I export it to xml?
Hey there! Thanks for reaching out!! If you check the data exchange definition card there should be an option which you can set to XML, hope this helps!!
@@gurdeepbahra6843 Hello! I did change the file type to xml, but for some reason it still downloads as a txt file 😅
@inviz9447 hmmmm ok then I think you will need to change some of the codenits in the header of the data exchange definition card, im pretty sure this should work, do you also have the structure of your file setup in the lower part of the data exchange definition card?