General Business Central

Generating tax form 1099 in Business Central

Business Central utilizes multiple account types and ledgers to track various balances including Bank, Vendor, and Donor/Customer

This guide provides steps on how to add permissions to users within Business Central.

Detailed overview and instructions for the use and functionality of the akoyaGO CRM.

A short guide on how to have a Fund show as "Anonymous" on a payment (check)

To update the standard akoyaGO financial reports using the Auto Generate akoyaGO Financial Report process.

Balance Account Type and Number enable users to create two-line entries to be posted to the ledger with a single line in the general journal.

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

Create and post batches of gifts and other revenue to bank accounts in Business Central.

This series of videos will walk you through completing a Bank Account Reconciliation in Business Central.

This guide details the mapping used to fill G/L entries' memos and descriptions when sending requests, gifts, and interfunds to accounting.

This document describes changes to the Business Central User Interface as of September 13, 2024.

A brief guide on changing colors for options/choices within fields

If an error on a posted purchase invoice is discovered after the purchase has been posted, a new purchase invoice can be posted to replace it.

A guide to identify and resolve 2999 balances.

How to create a specific or multiple account statements quickly & easily in Business Central.

A detailed guide for Financial Reports.

An overview of Dimension Values: Fund, Department, and Function.

Follow these steps to generate an EFT from the payment journal in Business Central.

This guide is to help better understand the basics within Business Central. Below are some of the most commonly asked questions, and recommended practices

A comprehensive look at fund fees

This series of videos will walk you through running the Fund Fees Assessment process in Business Central.

A concise guide for creating and editing Fund Statement Formats in Business Central.

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

Starting May 11, 2023 JIA will be run by bank account. This document describes the new process.

Steps to transfer the balances of a fund to another, with the intention of closing a fund.

This document will go over the net asset totaling account and associated functionality in Business Central.

This article will show you how to sort your checks in the payment journal so that they print in a specified order.

An expansive guide about errors that occur when sending payments to Business Central. (Updated frequently)

Set Donor/Customer receivable balances in Business Central and manage with CRM’s Gifts entity.

By default, akoyaGO is configured to process grants and scholarships where the payees are organizations, stored in the database as constituents. To make pa

The Reverse a Grant process can only run once per Request Payment. If additional refunds are received, they need to be manually added to Business Central.

This document will go over how to regenerate account schedules.

If Clients notice data within akoyaGO are not reflecting of the changes made within Business Central, consider verifying the Job Queue is up to date.

If a Gift Payment is sent to accounting with incorrect information (account, fund, posting date, payor, etc) it should be reversed from akoyaGO CRM.

This guide provides detailed instructions on the reversal process for Request payments and Invoice payment, depending on what stage the payments are at.

A guide to resolving the error message: “Business Central Exception; Line 20000: Contact No.,” followed by ORG -or- IND

A guide on allocating spendable net assets to endowed funds

This series of videos will walk you through running the Spendable Allotment process in Business Central to calculate Spendable Amounts for funds.

Business Central's accounts payable processes. We'll review vendors and their connections to the general ledger and the payment journal's payment options.