The Package

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  • Tasks & solutions designed to test your knowledge in real-life situations

  • Multiple choice quizzes throughout to test your knowledge

  • End of course multiple choice quiz

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Course curriculum

Free preview video in the Course Intro & Overview, Chapter 4, and Chapter 6

  • 1

    Course Introduction & Overview

  • 2

    Chapter 1: Configuration & Setup

    • Introduction
    • 1. GL Setup, SL Setup, PL Setup
    • 2. Posting Groups
    • 3. Number Series
    • 3.1 Task: Create New No. Series For Sales Orders
    • 3.1 Solution: Create New No. Series For Sales Orders
    • 3.2 Task: Create New No. Series For Vendors To Create The Number Manually
    • 3.2 Solution: Create New No. Series For Vendors To Create The Number Manually
    • 4. Journal Bath Names
    • 5. Company Information Setup
    • Conclusion
    • Test Your Learning
  • 3

    Chapter 2: Advanced General Ledger

    • Introduction
    • 1. Chart of Accounts
    • 1.1 Task: Set Up New G/L Accounts
    • 1.1 Solution: Set Up New G/L Accounts
    • 1.2 Task: Set Up New G/L Accounts
    • 1.2 Solution: Set Up New G/L Accounts
    • 1.3 Task: Find Where Used For Certain G/L Accounts
    • 1.3 Solution: Find Where Used For Certain G/L Accounts
    • 2. Dimensions
    • 2.1 Task: Setup A Dimension With Three Dimension Values
    • 2.1 Solution: Setup A Dimension With Three Dimension Values
    • 2.2 Task: Setup The New Dimension In G/L Setup
    • 2.2 Solution: Setup The New Dimension In G/L Setup
    • 2.3 Task: Add The Dimension To Multiple G/L Accounts As Mandatory
    • 2.3 Solution: Add The Dimension To Multiple G/L Accounts As Mandatory
    • 2.4 Task: Add That Dimension Field To Lines On Invoice Page, Create An Invoice & Post With That Dimension
    • 2.4 DOWNLOADS
    • 2.4 Solution: Add That Dimension Field To Lines On Invoice Page, Create An Invoice & Post With That Dimension
    • 3. G/L Budgets
    • 3.1 Task: Create A G/L Budget, Add The Newly Created Dimension And Export To Excel
    • 3.1 Solution: Create A G/L Budget, Add The Newly Created Dimension And Export To Excel
    • 3.2 Task: Enter Budget In Excel For Each Dimension Value And Import The Budget Back Into BC
    • 3.2 Solution: Enter Budget In Excel For Each Dimension Value And Import The Budget Back Into BC
    • 3.3 Task: Create A Copy Of The Budget
    • 3. 3 Solution: Create A Copy Of The Budget
    • 3.4 Task: Make Some Additions To Budget Worksheet & Import Into Business Central
    • 3.4 Solution: Make Some Additions To Budget Worksheet & Import Into Business Central
    • 4. Journals incl. Recurring
    • 4.1 Task: Create A Fixed Recurring Journal
    • 4.1 Solution: Create A Fixed Recurring Journal
    • 4.2 Task: Create A Reversing Fixed Journal
    • 4.2 Solution: Create A Reversing Fixed Journal
    • 5. Deferrals
    • 5.1 Task: Create Two Deferral Templates
    • 5.1 Solution: Create Two Deferral Templates
    • 5.2 Task: Create A Purchase Invoice Using Deferral Code & View The Deferral Schedule
    • 5.2 DOWNLOADS
    • 5.2 Solution: Create A Purchase Invoice Using Deferral Code & View The Deferral Schedule
    • 5.3 Task: Create General Journal Using Deferral Code & View The Deferral Schedule
    • 5.3 DOWNLOADS
    • 5.3 Solution: Create General Journal Using Deferral Code & View The Deferral Schedule
    • 5.4 Task: Specify Deferral Template Code Onto A G/L Account
    • 5.4 Solution: Specify Deferral Template Code Onto A G/L Account
    • 6. Change Log
    • 6.1 Task: Activate Change Log
    • 6.1 Solution: Activate Change Log
    • 6.2 Task: Make Changes & View Change Log Entries
    • 6.2 Solution: Make Changes & View Change Log Entries
    • Conclusion
    • Test Your Learning
  • 4

    Chapter 3: Currency Management

    • Introduction
    • 1. Currency Code & Exchange Rates
    • 1.1 Task: Add An Exchange Rate For One Currency Manually
    • 1.1 Solution: Add An Exchange Rate For One Currency Manually
    • 2. Currency Revaluation
    • 2.1 Task: Do An Exchange Rate Adjustment & View The Entries
    • 2.1 Solution: Do An Exchange Rate Adjustment & View The Entries
    • Conclusion
    • Test Your Learning
  • 5

    Chapter 4: Sales Management

  • 6

    Chapter 5: Purchases Management

    • Introduction
    • 1. Currency on Vendor Accounts & How This Affects Transactions
    • 2. Purchase Order Processing incl. Prepayments
    • 2.1 Task: Create, Release & Print Preview a Purchase Order
    • 2.1 Solution: Create, Release & Print Preview a Purchase Order
    • 2.2 Task: Partial Receipt the Purchase Order
    • 2.2 Solution: Partial Receipt the Purchase Order
    • 2.3 Task: Create Purchase Invoice using Get Receipt Lines & Post PO
    • 2.3 Downloads
    • 2.3 Solution: Create Purchase Invoice using Get Receipt Lines & Post PO
    • 2.4 Task: Reopen PO & Amend Quantity so nothing is left on PO
    • 2.4 Solution: Reopen PO & Amend Quantity so nothing is left on PO
    • 2.5 Task: Create PO with 100% Prepayment, create Prepayment Invoice
    • 2.5 Solution: Create PO with 100% Prepayment, create Prepayment Invoice
    • 3. Approval Workflow Setup & Usage
    • 4. Payment Tolerances & Writing Off Purchase Ledger Balances
    • Conclusion
    • Test Your Learning
  • 7

    Chapter 6: Custom Reports

    • Introduction
    • 1. Account Schedule Reporting
    • 1.1 Task: Create A New Simple Schedule
    • 1.1 Solution: Create A New Simple Schedule
    • 2. Dimensions Reporting
    • Conclusion
    • Test Your Learning
    • BONUS - Profit & Loss using Astral Reports
  • 8

    Chapter 7: Year End Process

    • Introduction
    • 1. Close Fiscal Year & Create A New Year
    • 1.1 Task: Close Fiscal Year & Create New Year
    • 1.1 Solution: Close Fiscal Year & Create New Year
    • 2. Close Income Statement Routine
    • 2.1 Task: Run The Close Income Statement Routine
    • 2.1 Solution: Run The Close Income Statement Routine
    • Conclusion
    • Test Your Learning
  • 9

    Advanced Financials Final Quiz

    • Final Quiz

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