How To Set Up Approval Workflows in Business Central Approval workflows can be set up in Business Central to make sure important information isn’t erroneously changed or deleted, to set limits on purchases, or to bring specific actions to the attention of managers or executives. In other words, approval workflows can be adjusted to meet…
Background Kidder Mathews is the largest independent commercial real estate firm on the West Coast. With over 900 local market specialists and top-producing professionals, Kidder Mathews has 20 offices in Washington, Oregon, California, Nevada, and Arizona. The expertise of each local office is reinforced by the relationships, intelligence, and experience of the entire firm. The…
In the dynamic landscape of project management, staying ahead of the curve is essential for success. As we step into 2024, the field continues to evolve, driven by technological advancements, changing workplace dynamics, and the need for increased efficiency. Agile project management has been a dominant trend for several years, but in 2024, organizations will…
Background Irrimax Corporation is focused on reducing infections, healthcare costs and improving patient outcomes. The company’s flagship product, Irrisept Antimicrobial Wound Lavage, is a single-use, manual, self-contained irrigation device. Irrimax has attracted experts in the fields of product development, clinical research, manufacturing, and distribution. Its management team is committed to leading the organization with high…
Background A large insurance company embarked on a journey to modernize its business systems and processes. With the help of Velosio, the company successfully transitioned to Microsoft Teams for both internal communication and their external phone systems and implemented Microsoft Dynamics 365 Business Central (BC) for financial management. The Need for Anywhere, Anytime Access The insurance…
Background Werner Gourmet Meat Snacks, a family-run business, embarked on a journey from its humble origins in the owner’s garage to a well recognized brand in the meat snacks market. Famed for their jerky, meat snacks, nuts, and candies, the Werner family has grown the brand to a national level. For three years, the company…
Business Central makes it possible for you to analyze your data in numerous ways. One tool that provides flexibility and the ability to look at your data from different perspectives is Dimensions. Dimensions allow you to categorize entries in different ways so that they can be tracked and analyzed. Dimensions Overview Dimensions are a core…
Background Fin Feather and Fur, a regional sporting goods retailer, found themselves managing their business with Oracle’s JD Edwards ERP solution, a system not inherently designed for retail. Set up to fit the solution instead of their business processes, they were able to operate their retail business, but it was clear the solution was not…
Closing the fiscal year is a task generally performed after your auditor has received your trial balance, and perhaps after they’ve returned adjustments. There’s no requirement that the fiscal year be closed at a specific time, but once it’s done, you can’t reopen it or adjust the accounting periods. Follow these steps to close the…
The ability to collect payments faster is more significant than ever. The economic landscape is increasingly volatile, with fluctuations in market conditions and currency values. This unpredictability makes it crucial for businesses to maintain a steady cash flow to ensure stability and resilience. Secondly, the rapid pace of technological advancements has raised customer expectations. Consumers…
