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1099 Reporting
Generating tax form 1099 in Business Central
- 1099s in Business Central - Reports
- 1099s in Business Central - Setup
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Account Types
Business Central utilizes multiple account types and ledgers to track various balances including Bank, Vendor, and Donor/Customer
- Add Default Accounts to Vendors
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Adding Permissions in Business Central
This guide provides steps on how to add permissions to users within Business Central.
- Agency Funds
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akoyaGO User Guide
Detailed overview and instructions for the use and functionality of the akoyaGO CRM.
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Anonymous Fund on Payments
A short guide on how to have a Fund show as "Anonymous" on a payment (check)
- Auditor Reports
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Auto Generate akoyaGO Financial Report
To update the standard akoyaGO financial reports using the Auto Generate akoyaGO Financial Report process.
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Balance Accounts
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.
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Bank Account Reconciliation
Instructions for the new Bank Reconciliation form. This form is the new Default required per Microsoft. Link to Bank Acc. Reconciliation Webinar included.
- Bank Account Reconciliation (Webinar)
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Bank Deposits
Create and post batches of gifts and other revenue to bank accounts in Business Central.
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Bank Reconciliation Video Series
This series of videos will walk you through completing a Bank Account Reconciliation in Business Central.
- Business Central Errors
- Business Central Filter Expressions
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Business Central Memo and Description Guide
This guide details the mapping used to fill G/L entries' memos and descriptions when sending requests, gifts, and interfunds to accounting.
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Changing Colors on Fields
A brief guide on changing colors for options/choices within fields
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Correct Paid Purchase Invoice
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.
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Correcting 2999 Balances
A guide to identify and resolve 2999 balances.
- Correcting Manually Voided Checks on Reversed Request Payments
- Creating a Journal Entry
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Creating an Account Statement
How to create a specific or multiple account statements quickly & easily in Business Central.
- Creating and Viewing Purchase Invoices
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Customizing Financial Reports
A detailed guide for Financial Reports.
- Demystifying DTs
- Demystifying DTs (Video)
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Dimensions
An overview of Dimension Values: Fund, Department, and Function.
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Electronic Fund Transfers
Follow these steps to generate an EFT from the payment journal in Business Central.
- EMPOWERED 2021 – It Doesn't Matter How Much Money is in the Checking Account
- EMPOWERED 2021 – Taking Care of Business Central
- EMPOWERED 2023 – Automating and Optimizing Business Central Activity
- EMPOWERED 2023 – Business Central - Back to Basics
- EMPOWERED 2023 – Business Central Reporting
- EMPOWERED 2024 – Communications Between CRM and Business Central
- EMPOWERED 2024 – Quality Control in Business Central
- EMPOWERED 2024 – Visualizing and Reporting Financials in Business Central
- Finding Outstanding Transactions
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Frequently asked Business Central Questions
This guide is to help better understand the basics within Business Central. Below are some of the most commonly asked questions, and recommended practices
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Fund Fees Assessment
A comprehensive look at fund fees
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Fund Fees Assessment Video Series
This series of videos will walk you through running the Fund Fees Assessment process in Business Central.
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Fund Statement Format
A concise guide for creating and editing Fund Statement Formats in Business Central.
- Fund Statements
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G/L Budgets 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.
- How to Post Manual Checks
- How to Reverse an Imported Grant Request Payment
- How to Reverse an Interfund Grant / Gift
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JIA by Bank Account
Starting May 11, 2023 JIA will be run by bank account. This document describes the new process.
- Joint Investment Allocation Video Series
- July 2024 User Group - Finance in Business Central: Changes to Fund Type, Class, and Endowment
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Merging and Closing Funds
Steps to transfer the balances of a fund to another, with the intention of closing a fund.
- Merging Payees
- Month / Quarter / Year End Procedures
- Net Asset Clear
- Net Asset Sweep
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Net Asset Totaling Accounts
This document will go over the net asset totaling account and associated functionality in Business Central.
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Payment Journal - Sorting Checks
This article will show you how to sort your checks in the payment journal so that they print in a specified order.
- Payment Status (Folio) Errors
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Payment Status (Folio) Errors
An expansive guide about errors that occur when sending payments to Business Central. (Updated frequently)
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Posting Gift Payments to Receivables
Set Donor/Customer receivable balances in Business Central and manage with CRM’s Gifts entity.
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Processing Grants & Scholarships to Individuals
By default, akoyaGO is configured to process grants and scholarships where the payees are organizations, stored in the database as constituents. To make pa
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Record Second Refund to a Request Payment
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.
- Recording Gifts of Stock
- Recording Payments on Imported Pledges
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Regenerating Account Schedules in Business Central
This document will go over how to regenerate account schedules.
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Reversing Gift Payments in akoyaGO CRM
If a Gift Payment is sent to accounting with incorrect information (account, fund, posting date, payor, etc) it should be reversed from akoyaGO CRM.
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Reversing Request Payments and Purchase Invoices
This guide provides detailed instructions on the reversal process for Request payments and Invoice payment, depending on what stage the payments are at.
- Send to Accounting Error- Line: 20000 IND or ORG cannot be found (Video)
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Send to Accounting Error: Contact No. IND -or- ORG cannot be found
A guide to resolving the error message: “Business Central Exception; Line 20000: Contact No.,” followed by ORG -or- IND
- Setting Up a Bank Account
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Spendable Allotment
A guide on allocating spendable net assets to endowed funds
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Spendable Allotment Video Series
This series of videos will walk you through running the Spendable Allotment process in Business Central to calculate Spendable Amounts for funds.
- Standard (Recurring) Journal Entries in Business Central
- Support Webinar - Adjusting Entries in BC
- Support Webinar - Creating Budgets in Business Central
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Support Webinar - Managing Payables in Business Central
Business Central's accounts payable processes. We'll review vendors and their connections to the general ledger and the payment journal's payment options.
- Troubleshoot Posting Payments in Business Central
- Troubleshooting Undeposited Funds
- Using Credit Cards in Business Central