Year End Processes

Generating tax form 1099 in Business Central

This article describes the steps required to generate 1099 reports at the end of a reporting period

This article describes how to set up Business Central for tracking 1099 activity. Setup must be done for each new year.

This document will walk through the Annual Giving section of Donor records in akoyaGO CRM.

Instructions for the new Bank Reconciliation form. This form is the new Default required per Microsoft. Link to Bank Acc. Reconciliation Webinar included.

G/L budgets in Business Central allow users to create budgets based on a mix of accounting dimensions including funds, departments, and functions.

A guide walking through the setup and process of Scheduled Distributions