Welcome to the Sparkrock help
New and planned
Sparkrock Impact
Latest release notes
Business Central
Get Started
Introduction to Business Central
Overview of business functionality
mySparkrock
Sparkrock Impact role centers
Sparkrock glossary
User licensing
Learn
Resources for users
Business Central training
Visit the Business Central video library
Business process walkthroughs
Available walkthroughs
Walkthrough: Conduct a sales campaign
Walkthrough: Set up and invoice sales prepayments
Walkthrough: Set up and use a purchase approval workflow
Walkthrough: Manage projects with jobs
Walkthrough: Calculate work in process for a job
Walkthrough: Pick and ship in basic warehouse configurations
Walkthrough: Use financial reports to make cash flow forecasts
Walkthrough: Set up and use the Shopify connector
Contoso Coffee demo data
Introduction to Contoso Coffee demo data
Manufacturing
Introduction to Contoso Coffee manufacturing
Create a new production BOM and BOM version
Create a new routing
Create a firm planned production order and change it
Combine automatic and manual flushing
Use order planning to create and reserve supply
Set up and process a subcontracting operation
Set up new capacity
Variants
Warehousing
Introduction to Contoso Coffee warehouse
Walkthrough of inbound and outbound flow in basic warehouse configurations
Walkthrough of inbound and outbound flow in mixed warehouse configurations
Walkthrough of inbound and outbound flow in advanced warehouse configuration with directed put-away and pick
Service
Introduction to Contoso Coffee service management
Walkthrough of Service Orders for Service Items
Walkthrough of service contracts for service items
Try
Sign up for a free Dynamics 365 Business Central trial
Dynamics 365 Business Central trial FAQ
Trials and subscriptions (English only)
Get ready for doing business
Troubleshoot self-service sign-up
Extend your trial version
Unsubscribe or remove Business Central
Buy
Get started with a subscription
Get ready for doing business
Quick starts
Business Central quick starts
Set up company information
Enter financial information
Sell products and services
Buy products and services
Customize and print reports and documents
Get insights with business intelligence
Get productive in Sparkrock Impact
General functionality overview
Print-friendly cheat sheet
Chat with Copilot (preview)
Find pages and information with Tell Me
Tell Me FAQ
Search for data company-wide
Sort, search, and filter data on lists, reports
Search and filter FAQ
Find pages with the role explorer
Enter data
Copy and paste FAQ
Dates and times on calendars
Detect mandatory fields
Change language and region
View and edit in Excel
Store and share files in OneDrive
Manage attachments, links, and notes on cards and documents
Use Word templates for bulk communication
Change basic settings
Switch to another company or environment
Manage notifications
Performance tips for business users
Analyze performance
Warnings and error messages
Personalize Sparkrock Impact
Personalize your workspace
Where is personalization stored?
Why a page is locked from personalizing
Save and personalize list views
Bookmark a page or report on your role center
Display lists in different ways
Run and print reports
Run and print reports
Specify a default printer
Schedule a report to run
Manage saved settings
View test reports before posting
Run batch jobs and XML ports
Change the look of externally facing documents
Report and document layouts
Get started creating layouts
Word layouts
Excel layouts
RDLC layouts
Set the layout used by a report
Define document layouts for customers and vendors
Available fonts
Use obsolete features
Create and modify custom report layouts
Import and export custom report layouts
Update custom report layouts
Set the layout used by a report
Share business data overview
Share records and page links in Teams
Share files in OneDrive
View and edit in Excel
Accessibility, keyboard shortcuts, and touch gestures
Accessibility
Keyboard shortcuts
Keyboard quick reference - PC only
Touch and pen gestures
Troubleshoot: Access camera and location
Intelligent insights (online only)
Troubleshooting and FAQs
Frequently Asked Questions
Chat with Copilot FAQ (preview)
Tell Me FAQ
Search and filter FAQ
List views FAQ
Copy and paste FAQ
Mobile apps FAQ
Teams FAQ
Electronic invoice FAQ
Minimum requirements
Troubleshooting in Business Central
Help and Support
Resources for help and support
Get technical support
Set up Sparkrock Impact
Set up company information
Create number series
Set up base calendars
Audit changes to your setup
Set up finance
Set up payment methods
Set up payment terms
Set up posting groups
Prepare financial reports with financial data and account categories
Payment tolerances and payment discount tolerances
Accounting periods and fiscal years
Set up reminder terms and levels
Automate reminders in collections
Set up finance charge terms
Set up value-added tax (VAT)
Set up calculations and posting methods for value-added tax (VAT)
Set up non-deductible VAT
Set up unrealized VAT for cash-based accounting
Set up a VAT statement
Validate VAT registration numbers
Set up source codes and reason codes for audit trails
Enable application of ledger entries in different currencies
Set up an additional reporting currency
Update currency exchange rates
Set up multiple interest rates
Set up invoice rounding
Set up the chart of accounts
Set up cash flow analysis
Set up cash customers
Set up Intrastat reporting
Use allocation keys in general journals
Set up subscription billing
General setup
Assign permissions
Set up contract types
Import contracts and contract lines
Use the job queue
Use service commitments and items
Manage service commitments
Invoicing prepayments
Set up prepayments
Accounting periods and fiscal years
Accounts payable
Set up accounts payable checks
Set up accounts payable batch management
Set up T4As for vendors
Budget checking
Budget checking implementation considerations and recommendations
Set up budget checking
Set up budgeting and planning
Create budgets
Set up budget plan statuses
Set up budget plans
Set up budget sets
Set up budget set contributors
Set up budget administrators
Set up limited access budgeting and planning
Set up budgeting and planning approvals
Set up a budget set approval workflow
Set up an approver
Set up an alternate approver
Set up an approval group
Assign an approval group to a budget set
Set up approval notifications
Set up email reminders
Find mySparkrock approval information
Replace an approver
Electronic Funds Transfer (EFT)
Set up electronic funds transfer
Set up vendor settlement delay
Finance approvals
Set up finance approvals
Set up the Finance Approval Setup page
Set up an approver
Set up an alternate approver
Set up an approval group
Set up approval notifications
Set up email reminders
Set up finance approval rules
Find mySparkrock approval information
Replace an approver
Set up manual selection of an approver
Set up all users to view approval entries
Allow attachments to be added to purchase requisitions or payment requests regardless of the approval status
Account sets
Set up account set totaling and indenting
Set up account sets validation
Set up the general ledger
Set up cost accounting
Set up encumbrances
Set up the Purchases & Payables Setup page for encumbrances
Set up G/L accounts for encumbrances
Allow a user to edit the effective date of a detailed encumbrance entry
Set up financial analysis
Create a financial analysis data set
Assign a financial analysis data set to a mySparkrock user
Assign a financial analysis data set to a mySparkrock user profile
Set up fund accounting
Set up limited access for finance and procurement
Set up a miscellaneous vendor
Set up a Purchasing Card (PCard)
Set up tax overrides for purchase documents
Project and fund accounting
Project and grant accounting
Set up banking
Set up bank accounts
Set up the Envestnet Yodlee bank feeds service
Use the AMC banking 365 fundamentals extension
Select a check layout
FAQs about supported banking and payment formats
Set up sales
Register new customers
Enable customer payments through payment services
Set up prices and discounts
Record special sales prices and discounts
Set up customer price groups
Set up customer discount groups
Set up salespeople
Set up document sending profiles
Send documents by email
Set up shipment methods
Set up shipping agents
Define an invoice posting policy for users
Update document dates with posting dates
Display a stockout warning
Set up purchase
Register new vendors
Set up vendor bank accounts
Prioritize vendors
Set up purchasers
Set up prices and discounts
Record special purchase prices and discounts
Define an invoice posting policy for users
Update document dates with posting dates
Set up validation of purchase amounts
Set up automatic purchase order creation
Set up purchase order number series selection
Allow a user to close a partially invoiced purchase order
Set up inventory
Set up general inventory information
Responsibility centers
Set up locations
Register new items
Create new items by copying existing items
Item types
Set up units of measure
Set up stock keeping units
Categorize items
Import multiple item pictures
Configure AI-powered item marketing text with Copilot
Set up item tracking with serial, lot, and package numbers
Set up inventory valuation and costing
Set up project management
Set up resources
Set up time sheets
Set up projects
Set up fixed assets
Set up general fixed assets information
Set up fixed asset depreciation
Set up user-defined depreciation methods
Set up fixed asset insurance
Set up fixed asset maintenance
Asset management terminology and definitions
Calculate remaining service life
Define depreciation methods
Expense types in asset management
Fixed asset reason codes
Fixed asset classes
Fixed asset subclasses
Fixed asset locations
Pooled assets
Post fixed asset transactions
Set up pooled asset depreciation
Set up capital assets
Set up construction in progress capital assets
Capital tangible assets
Set up fixed asset setup
Set up warehouse management
Set up warehouses
Warehouse management
Set up bin types
Create bins
Create bin contents
Assign default bins to items
Set up put-away templates
Set up warehouse employees
Set up locations to use bins
Convert existing locations to warehouse locations
Set up basic warehouses with operations areas
Set up items and locations for directed put-away and pick
Enable automatic break bulk with directed put-away and pick
Enable FEFO method to pick items
Restructure warehouses
Set up manufacturing
Create work center calendars
Set up work centers and machine centers
Create routings
Create production BOMs
Flush components according to operation output
Manufacturing batch units of measure
Handling lot sizes in production
Production families
Set up standard routing lines
Subcontract manufacturing
Set up service management
Create service items
Set up standard service codes
Configure service processes
Set up fault reporting
Set up service offerings
Set up troubleshoot
Set up resource allocation
Set up the price and additional costs for services
Set up service items and service item components
Set up work hours and service hours
Set up statuses for service orders and repairs
Set up a loaner program
Set up service contracts
Set up best practices for complex application areas
Setup best practices
Setup best practices: supply planning
Setup supply planning
Setup best practices: Planning parameters
Setup best practices: Global planning setup
Setup best practices: Reordering policies
Setup best practices: Costing methods
Set up email
Set up your business inbox in Microsoft Outlook
Get the Business Central add-in for Outlook
Use Business Central as your business inbox in Outlook
Synchronize with contacts in Outlook
Set up contact sync for on-premises
Optimize Outlook
Use Business Central without Outlook
FAQ
Set up reports
Report selection for documents
Set up approval workflows based on templates
Set up approval workflows
Set up workflow users
Set up approval users
Approval workflow notifications
Specify when and how to receive workflow notifications
Create approval workflows
Create workflows from workflow templates
Export and import approval workflows
Walkthrough: Set up and use a purchase approval workflow
Set up connections
Get the Business Central add-in for Excel
Use Business Central as your business inbox in Outlook
Synchronize with contacts in Microsoft Outlook
Set up contact sync for on-premises
Use Business Central without Outlook
Use Microsoft Teams with Business Central
Manage Teams integration
Install Business Central app for Teams
Access data in Teams without Business Central license
Search for customers, vendors, and contacts
Add Business Central tab in channel or chat
Share records and page links in Teams
Change company and other settings
Teams FAQ
Troubleshoot Teams integration
Use OneDrive for Business with Business Central
Manage OneDrive for Business integration
Configuring OneDrive integration with Business Central on-premises
Open and share files in OneDrive
OneDrive FAQ
Use Power BI with Business Central
Administrator
Integration
Enable Power BI integration
Report creator
Get started: Build reports
Create reports to display list data
Business user
Power BI reports in Business Central
Connect to Power BI from Business Central on-premises
Use the Business Central apps in Power BI
FAQ
Use Power Automate with Business Central
Use Power Automate flows in Business Central
Troubleshoot your automated workflows
Use Power Apps with Business Central
Connecting to your Business Central data to build a business app use Power Apps
Bulk invoices for Microsoft bookings
Set up data exchange
Set up a document exchange service
Set up data exchange definitions
Set up the Envestnet Yodlee bank feeds service
Set up printers
Universal print Printers
Email printers
Specify a default printer
Import data
Import business data from other finance systems
Change from a QuickBooks app to Business Central
Set up online maps
Get Business Central on your mobile device
Get Business Central on your desktop
Digital Vouchers
Set up digital vouchers
Jet Reports integration
Set up Azure Blob Storage
Allow HttpClient requests
Set up the Azure Blob Storage Setup page
Set up Sparkrock Impact to use Azure Blob Storage for attachments
Transfer attachment files from Sparkrock Impact default storage to Azure Blob Storage
Transfer attachment files from Azure Blob Storage to Sparkrock Impact default storage
Set up Sparkrock Impact to use Azure Blob Storage to store company data
Delete a company from Azure Blob Storage
Downloads
Email management
Email customer statements
Email multiple documents
Set up number series
Set up country and region
Project, fund, and grant accounting
Projects analysis and reporting
Recode project transactions
Set up project, fund, and grant accounting
Reporting and analytics
Set up reporting and analytics
Set up a reporting and analytics administrator
Set up column definitions for reporting and analytics
Set up reporting and analytics for department managers
Set up mySparkrock user profiles for a reporting and analytics report
Set up mySparkrock users for a reporting and analytics report
View mySparkrock users and user profiles for a reporting and analytics report
Copy reporting and analytics mySparkrock users and user profiles
Requisition management
Set up requisition management
Set up expense types and expense types categories
Set up items and item categories
Import and export item and expense type images
Set up expense type price lists
Update expense type current unit amount
Set up options
Set up attributes
Set up Purchase Requisition (PR) types
Set up account sets for finance requests
Set up taxes for requisition management
Set up currencies for requisition management
Set up report selection for requisition management
Set up a manager user
Set up the confidential indicator for incoming documents and attachments
E-Documents
Set up e-documents
Set the e-documents connector with external endpoints
Parameters for setting the e-documents connector with external endpoints
Extending e-documents functionality
Sustainability management
Sustainability setup
Sustainability APIs
Sustainability API
Company consolidation
Set up company consolidation
Manage intercompany transactions
Set up intercompany
Financial reporting (Implementing financial statements and KPIs)
Set up and publish a KPI web service based on financial reporting
Sales
Walkthrough: Set up and Invoice sales prepayments
Purchasing
Walkthrough: Set up and use a purchase approval workflow
Fixed assets
Set up fixed assets
Relationship management
Set up relationship management
Manage contacts
Set up contacts
Manage sales opportunities
Set up opportunity sales cycles and cycle stages
Online store with shopify
Set up taxes for the Shopify connection
Local functionality
Canada
Tax
Set up unrealized sales tax and sales payment discounts
Set up use tax and purchase tax
United States
Tax
Basic tax setup
Set up and use the IRS 1099 form for version 24 (2024 release wave 1)
Set up and use the IRS 1099 form
Set up and use the IRS 1096 form
Set up use tax and purchase tax
Set up unrealized sales tax and sales payment discounts
Set up contract management
HR management
Set up HR management
Set up a grounds for termination code
Set up absence management
Set up absence calendars
Set up HR base calendar
Set up attendance plans
Set up a cause of absence category
Create an attendance plan
Set up attendance plan accruals
Set up annual accruals to be prorated using months
Set up attendance plan absence sequencing
Assign an attendance plan to an employee
Set up delayed activation
Set up employee specific attendance plan accrual details
Set up employee specific attendance plan absence sequence details
Attach an attendance plan to an HR request
Set up attendance plan details on the Advanced HR Setup page
Set up calculation details to appear in mySparkrock
Mass update the approval group code on attendance plan lines
Set up a default approval group code for an attendance plan line
Set up a default attendance plan code for an HR position
Set up scheduling with attendance management
Set up weekly work schedules
Set up absence top ups
Set up absence resequencing
Set up an Ontario College of Teachers (OCT) integration
Set up an association
Set up the Integration Setup page for an Ontario College of Teachers (OCT) integration
Register the static IP address that the Business Central integration services uses with the Ontario College of Teachers (OCT)
Set up appraisals
Set up assignment types
Set up attendance management
Set up benefits management
Set up benefit plans
Set up benefit option codes
Set up benefit plan options
Set up benefit groups
Set up benefit group plans
Assign benefit groups to HR positions
Assign benefit plans from a benefit group to an employee
Set up employee benefits wage garnishment based on benefit type
Set up causes of absence
Set up causes of inactivity
Set up collective agreement and grievance management
Set up collective agreements
Set up grievance resolution methods
Set up harassment complaint types
Set up harassment resolution methods
Set up confidential information
Set up employee relatives
Set up employee statistics groups
Set up employee training and registration
Set up employment contracts
Set up Employment Data & Analysis System (EDAS) reporting
Set up role-based absences
Set up a work location code for a location
Set up a school level for a location
Set up a general classification for an HR position
Set up a rollup position code for an HR position
Set up a job type number for an HR position
Set up a union local code for a union
Set up a type for an assignment type
Set up a reason for departure for a grounds for termination
Set up an EDAS working status for a cause of inactivity
Set up coverage status for an employee benefit
Employment Data & Analysis System (EDAS) report data exchange definition
Set up the EDAS Setup page
Set up British Columbia certifications
Set up a British Columbia certification for an employee association
Set up HR agents
Set up HR categories
Set up HR departments
Set up HR employee classes
Set up HR management approvals
Set up the HR Approval Setup page
Set up an approver
Set up an alternate approver
Set up an approval group
Set up approval notifications
Set up email scenarios
Set up email reminders
Set up HR management approval workflows
Set up absence request approvals
Set up HR request approvals
Set up time entry approvals
Find mySparkrock approval information
Replace an approver
Set up HR position classes
Set up HR positions
Set up HR task types
Set up Sparkrock Impact to remove an employee's HR tasks when the employee is terminated
Set up human resource units of measure
Set up leave types
Set up miscellaneous articles
Set up pay grades
Set up pay grids
Copy a pay grid
Set up pay steps
Assign a pay grid to an HR position class
Assign a default HR pay code to an HR position
Assign a default pay type to an HR position
Assign a default pay grid to an HR position
Assign a default pay grade to an HR position
Assign a default pay step to an HR position
Assign pay details to an employee
Set up progression methods
Set up qualifications
Set up a qualification code
Assign a qualification to an HR position
Set up an employee qualification
Add a comment to an employee qualification
Set up role-based absences
Turn on or turn off role-based absences
Set up salutation formulas
Set up seniority groups
Set up seniority types
Set up the Advanced HR Setup page
Set up the Human Resources Setup page
Set up unions
Set up vacation allowances
Set up the employee full name format
Set up British Columbia pension reporting
Set up the Advanced HR Setup page
Set up HR position classes for British Columbia pension reporting
Set up HR requests
Set up HR request approvals
Set up limited access HR requests
Set up email notifications for processed HR requests
Set up the HR request worksheet to be filtered by user
Set up Sparkrock Impact to remove an employee's HR tasks when the employee is terminated
Set up salary management
Set up pay steps
Set up pay grades
Set up pay grids
Assign a pay grid to an HR position class
Assign a default HR pay code to an HR position
Assign a default pay type to an HR position
Assign a default pay grid to an HR position
Assign a default pay grade to an HR position
Assign a default pay step to an HR position
Set up salary deferrals
Set up British Columbia pay transparency reporting
Set Up the Advanced HR Setup page
Set up an HR task to capture gender information in mySparkrock for British Columbia pay transparency reporting
British Columbia pay transparency data exchange definition
Set up employee experience and seniority for a Teacher Teaching on Call (TTOC)
Set up the total Teacher Teaching on Call (TTOC) days that represent the amount of years of regular teaching experience
Set up an HR position class to have a pension position class of Teacher Teaching on Call (TTOC)
Set up the Assignments without Allocations cue
Incoming documents
Set up incoming documents
Job queue
Use job queues to schedule tasks
Set up job error email notifications
mySparkrock
Set up mySparkrock
Set up mySparkrock authentication for Sparkrock Impact
mySparkrock user authentication
Create mySparkrock user profiles
Set up mySparkrock user profile dimensions and security filters
mySparkrock security for finance and procurement
Set up mySparkrock user account sets
Create a mySparkrock user
Copy mySparkrock user setup
Set up mySparkrock user groups
Link a mySparkrock user setup record to a mySparkrock user record
Set up mySparkrock user access to a company
Mass assign company access to mySparkrock users
Set up mySparkrock menus
Set up the mySparkrock URL for an individual company
Set up the mySparkrock URL for multiple companies
Set up mySparkrock caption translation
Validate mySparkrock setup
Mass remove company access from mySparkrock users
Mass update mySparkrock user authentication email, user references, and user settings
Block a mySparkrock user from signing up in all companies
Set up mySparkrock branding
Specify the source company of the logo and landing page images in mySparkrock
Import a mySparkrock logo
Export the mySparkrock logo
Replace the mySparkrock logo
Delete the mySparkrock logo
Import a background for the mySparkrock Sign In and Welcome pages
Export the background for the mySparkrock Sign In and Welcome pages
Replace the background for the mySparkrock Sign In and Welcome pages
Delete the background for the mySparkrock Sign In and Welcome pages
Set up financial analysis in mySparkrock
Set up mySparkrock page groups for financial analysis in mySparkrock
Set up mySparkrock user profiles for financial analysis in mySparkrock
Set up mySparkrock solution setup
Prevent mySparkrock users from selecting the French language
Hide employee benefits information from managers in mySparkrock
Set up mySparkrock notifications
Set up purchase and payment pages on mySparkrock
Set up mySparkrock solution setup for purchase and payment pages on mySparkrock
Set up mySparkrock page groups for purchase and payment pages on mySparkrock
Set up mySparkrock user profiles for purchase and payment pages on mySparkrock
Ontario English Catholic Teachers Association (OECTA) connector
Set up the Ontario English Catholic Teachers Association (OECTA) connector
Install and uninstall extensions in Business Central
Set up the OECTA Connector Setup page
Payroll administration
Payroll integrations
Set up the Ontario Non-union Education Trust (ONE-T) export
Set up provincial benefits data exchange
Set up unions
Set up work status codes
Set up non-union HR positions
Set up non-union employees
Set up Ontario Non-Union Education Trust (ONE-T) export file data exchange definition
Set up benefit data exchange templates
Ontario Teachers Insurance Plan (OTIP) exports
Set up the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export
Set up a benefit plan for the Ontario Teachers Insurance Plan (OTIP)
Set up the member plan for the Ontario Teachers Insurance Plan (OTIP)
Set up location classes for Ontario Teachers Insurance Plan (OTIP)
Set up work status codes
View the Ontario Teachers Insurance Plan (OTIP) ID for an employee
Add an Ontario Teachers Insurance Plan (OTIP) benefit plan to employee benefits
Set up HR positions for the Ontario Teachers Insurance Plan (OTIP)
Set up the union client ID
Provincial benefits data exchange setup
Set up benefit data exchange templates
Set up the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export
Set up the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) application area
Set up a benefit plan for the Ontario Teachers Insurance Plan (OTIP)
Set up the Ontario Teachers Insurance Plan (OTIP) Setup page
Set up a member plan for the Ontario Teachers Insurance Plan (OTIP)
Set up location classes for the Ontario Teachers Insurance Plan (OTIP)
Set up work status codes
View an Ontario Teachers Insurance Plan (OTIP) ID for an employee
Add an Ontario Teachers Insurance Plan (OTIP) benefit plan to employee benefits
Set up HR positions for the Ontario Teachers Insurance Plan (OTIP)
Set up the union client ID
Human Resources Information System (HRIS) export master setup
View the Human Resources Information System (HRIS) exports that are set up
Human Resources Information System (HRIS) export setup definitions and file definitions
Human Resources Information System (HRIS) export format strings
Human Resources Information System (HRIS) export initial setup
Set up the Ontario Municipal Employees' Retirement System (OMERS) export
Parklane System integration
Set up an Ontario School Information System (OnSIS) integration
SmartFindExpress Payroll integration
Set up payroll administration
Set up earnings and deduction payroll codes
Set up expense and liability posting to the general ledger
Set up employee assignments for expense posting to the general ledger
Set up employer tax or employer contribution HR deduction codes for expense posting to the general ledger
Set up HR pay codes for expense posting to the general ledger
Set up HR deduction codes for liability posting to the general ledger
Set up fixed amount taxes
Set up garnishments
Set up HR pay codes
Map benefit plans to external deductions
Set up multiple employee bank accounts
Set up payroll for statutory holiday pay
Set up payroll processing groups
Set up T4 box mapping
Set up time off in lieu and banked time off in lieu
Set up vendor payables from payroll expense ledger
Payroll procedure events
View payroll procedure events
Send payroll procedure events to Primo Payday
Set up payroll event codes
Set up payroll custom dimensions to improve performance
Set up dimension mapping for HR deduction codes with the type of earning
Set up absence payouts
Set up an absence payouts number series
Set up a cause of absence for absence payouts
Set up absence payout request approvals
Set up the employee name format on checks, paystubs, and pay statements
Permissions
Set up application areas
Assign permissions to users and groups
Provincial benefits data exchange
Set up the Ontario Non-Union Education Trust (ONE-T) export
Set up provincial benefits data exchange
Set up unions
Set up work status codes
Set up non-union HR positions
Set up non-union employees
Set up Ontario Non-Union Education Trust (ONE-T) export file data exchange definition
Set up benefit data exchange templates
Set up the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export
Set up a benefit plan for the Ontario Teachers Insurance Plan (OTIP)
Set up a member plan for the Ontario Teachers Insurance Plan (OTIP)
Set up location classes for the Ontario Teachers Insurance Plan (OTIP)
Set up work status codes
View the Ontario Teachers Insurance Plan (OTIP) ID for an employee
Add an Ontario Teachers Insurance Plan (OTIP) benefit plan to employee benefits
Set up HR positions for the Ontario Teachers Insurance Plan (OTIP)
Set up the union client ID
Provincial benefits data exchange setup
Set up benefit data exchange templates
Scheduling
Set up scheduling
Set up schedule templates
Set up employee scheduling
Set up shift trading
Set up scheduling with absence management
Schedule setup
Set up schedule errors and warnings
Set up premiums
Time entry
Set up time entry
Set up time entry activities
Set up time entry units
Set up time entry errors and warnings for minimum and maximum hours
Set up an approval group
Set up time entry unit positions and time entry unit position activities
Business functionality
General business functionality
Add comments to cards and documents
Track document lines
Send documents by email
View a source document for a sent email
Archive documents
Add extended item text
Define user tasks
Export your business data to Excel
Post documents and journals
Post multiple documents at the same time
Preview posting results
Edit posted documents
Find related entries for documents
Status field on documents
General journals
Attach a document to a general journal line
General journal import
Use job queues to schedule tasks
Let Business Central suggest values
Use Online Maps to find locations and directions
Incoming documents
Create incoming document records
Use OCR to turn PDF and image files into electronic documents
Create incoming document records directly from documents and entries
Find posted documents without incoming document records
Manage many incoming document records
Workflows
Use Business Central in Power Automate flows
Use approval workflows
Use approval workflows
Enable approval workflows
How to use approval workflows
Restrict and allow usage of a record
View archived workflow step instances
Delete approval workflows
Exchange data electronically overview
Send electronic documents
Use OCR to turn PDF and image files into electronic documents
Receive and convert electronic documents
Export payments to a bank file
Make payments with AMC banking 365 fundamentals extension or SEPA credit transfer
Get ready to send and receive documents electronically
Collect payments with SEPA direct debit
Map fields when you import SEPA CAMT files
Map fields for the AMC banking 365 fundamentals extension
Data exchange framework
Collect payments with SEPA direct debit
Use the AMC banking 365 fundamentals extension
Use XML schemas to prepare data exchange definitions
Electronic Funds Transfer (EFT)
Process Electronic Funds Transfer (EFT) payments
Finance
Financial analytics
Handling finance reporting across business units or legal entities
Power BI finance app
Financial Overview
Income Statement
Balance Sheet
Budget Comparison
Liquidity KPIs
Profitability
Liabilities
EBITDA
Average Collection Period
Aged Receivables (Back Dating)
Aged Payables (Back Dating)
Finance KPI
Setting up the Power BI finance app
Financial reporting
Primary capabilities of financial reporting
Prepare financial reporting
View a financial report
Organize report data using account categories
Design your own financial reports
Row definitions in financial reporting
Column definitions in financial reporting
Walkthrough: Create custom financial reports
Walkthrough: Use financial reporting to make a cash flow forecasts
Set up and publish a KPI web service based on financial reporting
Troubleshoot financial reporting
Analyze data with statistical accounts
Analyze data by dimensions
Audit changes in financial reporting
Financial reporting FAQ
Ad-hoc analysis on finance data
Built-in finance analysis tools
Analyze finance data from the Chart of Accounts
Analyze actual amounts versus budgeted amounts
Analyze cash flow
Analyze your payment practices
Built-in finance reports
Key finance reports
Detail Trial Balance
Trial Balance Excel
Trial Balance (legacy)
Trial Balance/Previous Year
Trial Balance/Budget Excel
Trial Balance/Budget (legacy)
Closing Trial Balance
Consolidated Trial Balance Excel
Financial Report
Dimensions - Total
Dimensions - Detail
Reconcile Cust. and Vend. Accs
Trial Balance by Period
Built-in fixed assets reports
Accounts payable analytics
Aged Accounts Payable Excel
Vendor - Top 10 List Excel
Vendor - Detail Trial Balance
Vendor - Order Summary
Vendor - Order Detail
Purchase statistics
Vendor/Item Purchases
Vendor Pre-Payment Journal
Vendor - Balance to Date
Vendor - Trial Balance
Accounts receivable analytics
Aged Accounts Receivables Excel
Customer Top List Excel
Customer List
Customer - Detail Trial Balance
Customer - Order Summary
Customer - Order Detail
Sales Statistics
Customer/Item Sales
Customer - Balance to Date
Customer - Detail Trial Bal.
Customer - Payment Receipt
Customer Statement
Legacy reports (will be removed)
Finance Excel reports (legacy)
Customer - Top 10 List (legacy)
Aged Accounts Receivables (Legacy)
Vendor - List (legacy)
Vendor - Summary Aging (legacy)
Aged Accounts Payable
Manage receivables
Accounts receivable analytics
Apply payments automatically and reconcile bank accounts
Payment application
Reconcile payments use automatic application
Review or apply payments manually after automatic application
Reconcile payments that can't be applied automatically
Map text on recurring payments to accounts for automatic reconciliation
Set up rules for automatic application of payments
Reconcile customer payments from a list of unpaid sales documents
Reconcile customer payments with the cash receipt journal or from customer ledger entries
Consolidate balances for a company that is a customer and a vendor
Collect outstanding balances
Collect payments with SEPA direct debit
Send reminders of outstanding balances
Block customers
Payment tolerances and payment discount tolerances
The late payment prediction extension
Sales tax in the default version of Business Central
Intrastat reporting
Cash receipts and bank deposits
Cash receipt batches
Create a cash receipt
Issue a cash receipt
Charitable donation receipts
Create a charitable receipt for a cash receipt
Create a charitable receipt for a bank deposit
View a charitable receipt
Edit a charitable receipt
Print a charitable receipt
Credit management
Analyze customer ledger entries
Sales prices and discounts
Sales credit memos
Manage payables
Accounts payable analytics
Make payments
General journals
Record payments and refunds
Suggest vendor payments
Make check payments
Make payments with AMC banking 365 fundamentals extension or SEPA credit transfer
Settle purchase invoices promptly
Export a positive pay file
FAQs about supported banking and payment formats
Apply payments automatically and reconcile bank accounts
Reconcile payments use automatic application
Review or apply payments manually after automatic application
Reconcile payments that can't be applied automatically
Map text on recurring payments to accounts for automatic reconciliation
Reconcile vendor payments with the payment journal or from vendor ledger entries
Consolidate balances for a company that is a customer and a vendor
Collect outstanding balances
Collect payments with SEPA direct debit
Block vendors
Handling vendor payment disputes
Use item charges to account for additional trade costs
Payment tolerances and payment discount tolerances
The late payment prediction extension
Accounts payable batch creation
Accounts payable batch processing for accounts payable representatives
Accounts payable batch processing for accounts payable auditors
Move a purchase document from an accounts payable batch to another open batch
Finance request lines rate calculations
Notification email workflow for finance request approval workflows
Place an accounts payable batch on hold
Post an accounts payable batch
Payment requests
Create a payment request
View a payment request
Attach a document to a payment request
Add a comment to a payment request
Verify a payment request
Payment request approvals
Set up finance approvals
Send a payment request for approval
View the approval status of a payment request
View the approver of a payment request
Cancel an approval request for a payment request
Print a payment request
Email a payment request
Cancel a payment request
Delete a payment request
View a related document for a payment request
Designate an alternate for a payment request
Print 1099 forms
Purchase credit memos
Create a purchase credit memo
View a purchase credit memo
View a posted purchase credit memo
Purchase credit memo approvals
Send a purchase credit memo for approval
View the approval status of a purchase credit memo
View the approver of a purchase credit memo
Cancel an approval request for a purchase credit memo
Purchase invoices
Create a purchase invoice
Create a purchase invoice from a payment request
View a purchase invoice
View a posted purchase invoice
Place a purchase invoice on hold
Release a hold for a purchase invoice
Adjust the sales tax on a purchase invoice
Attach documents to a purchase invoice
Release a purchase invoice
Reopen a purchase invoice
Purchase invoice document warnings
Purchase invoice history
View purchase invoice statistics
Preview a purchase invoice posting
Import purchase invoice lines
Recurring purchase lines
Create a purchase invoice with copy document
Purchase invoice lines account sets import)
Purchase invoice approvals
Send a purchase invoice for approval
View the approval status of a purchase invoice
View the approver of a purchase invoice
Cancel an approval request for a purchase invoice
Purchasing cards
Vendor certifications
Miscellaneous vendor
Invoicing prepayments
Create prepayment invoices
Correct prepayments
Reconcile bank accounts
Reconcile bank accounts
Reconcile bank accounts using Copilot
Applying payments automatically and reconciling bank accounts
Transfer bank funds
Create bank deposits
Bank statement import
Bank account reconciliation date cleared
Import cleared checks
Accounting for costs
Terminology in cost accounting
Cost accounting
Transfer and post cost entries
Define and allocate costs
Create cost budgets
Deleting cost budget entries
Manage inventory costs
Use item charges to account for additional trade costs
Standard cost calculation
Unit cost calculation
Revalue inventory
Track item cost adjustments
Remove and reapply item ledger entries
Close open item ledger entries that result from fixed application in the item journal
Report inventory costs and reconcile with the general ledger
Inventory periods
Adjust item costs
Reconcile inventory costs with the general ledger
Adjust and reconcile inventory cost with general ledger with job queue
Design details: Inventory costs
Manage cash flow
Analyze cash flows in your company
Walkthrough: Use financial reports to make cash flow forecasts
Bank deposit attachments
Bank deposit lines import
Closing years and periods
Accounting periods and fiscal years
Specify posting periods
Tasks to close accounting periods
Update currency exchange rates
Allocate costs and income
Report VAT to tax authorities
Prepare pre-closing reports
Close books
Prepare closing statements
Close accounting periods
Close income statement accounts
Post the year-end closing entry
Chart of accounts and General Ledger (G/L)
Understand the general ledger
Understand the chart of accounts
Review accounts
Revalue general ledger account balances
Post transactions directly to the general ledger
Reverse journal postings and undo receipts/shipments
Record and reimburse employees' expenses
Create G/L budgets
Audit file export
Defer revenues and expenses
Allocate recurring costs and income
Allocate revenue and costs to multiple G/L accounts
Analyze G/L entries
Export data for auditing
Account sets - trial balance detail/summary
Dimensions
Troubleshoot and correct dimensions
Import payroll transactions
Currencies in Business Central
Update currency exchange rates
Value-Added Tax (VAT)
EU third-party purchase transactions
Value-Added Tax (VAT) on sales and purchases
Use non-deductible Value-Added Tax (VAT)
Multiple Value-Added Tax (VAT) registration numbers
Submit Value-Added Tax (VAT) reports to tax authorities
Managing Value-Added Tax (VAT) rate changes
Validate Value-Added Tax (VAT) registration numbers
Convert service contracts that include Value-Added Tax (VAT) amounts
E-Documents
Use e-documents in sales
Use e-documents in purchases
Extending e-documents functionality
Sustainability management
Chart of sustainability accounts and ledger
Record greenhouse gas (GHG) emissions
Sustainability scorecards and goals
Carbon credit
Sustainability certificates
Sustainability Value Chain overview
Value Chain Setup
Default emission values
Value Chain in Purchase
Value Chain in Transfers
Value Chain in Assembly process
Value Chain in Production process
Value Chain in Sales
Sustainability analytics
Ad-hoc analysis of sustainability data
Built-in sustainability reports
Analyzing sustainability entries with financial reports
Sustainability APIs
Sustainability API
Multi-site and international organizations
Consolidate financial data from multiple companies
Company consolidation
Manage intercompany transactions
Intercompany documents and journals
Manage the intercompany inbox and outbox
Allocate costs to intercompany partners
Accountant experiences in Business Central
Subscription billing
Contracts
Manage contracts, service objects, and service commitments
Create customer contracts
Create vendor contracts
Use service objects
Use service commitments
Update prices
Renew contracts
Deferrals in contracts
Terminate contract components
Sales
Sales process
Price determination of service commitments
Handle currencies
Credit memos
Recurring billing
Posting documents
Purchasing
Usage based billing
Import and process data
Use data exchange definitions
Manage usage data suppliers
Manage usage data supplier references
Manage customers and subscriptions
Link subscriptions with service objects
Extend contracts
Extend service commitments
Budgets
Budgeting and planning
Budget matrix for budget sets
Export and import budget sets
Copy data to populate a budget set
Create budgeted amounts by period account sets
Budget journal account sets import
Budget journal import
Create general ledger budgets
Notification email workflow for budgeting and planning approval workflows
Expense claims
Create an expense claim
Verify an expense claim
Expense type analysis report
Finance request lines rate calculations
Notification email workflow for finance request approval workflows
Mileage calculations on expense claims
Expense claim approvals
Send an expense claim for approval
View the approval status of an expense claim
View the approver of an expense claim
Cancel an approval request for an expense claim
Encumbrances and commitments
Encumbrance tracking
Delete detailed encumbrance entries
View encumbrance entries
View detailed encumbrance entries
Column definition ledger entry type calculations
Finance and procurement Extension
Financial analysis
Perform a financial analysis
Export a financial analysis to Excel
Finance approvals
Expense claim approvals
Payment request approvals
Set up finance approvals
Send a payment request for approval
View the approval status of a payment request
View the approver of a payment request
Cancel an approval request for a payment request
Purchase credit memo approvals
Purchase invoice approvals
Purchase order approvals
Purchase requisition approvals
Finance department manager
Finance requests
Finance request lines rate calculations
Notification email workflow for finance request approval workflows
Payment requests
Create a payment request
View a payment request
Attach a document to a payment request
Add a comment to a payment request
Verify a payment request
Payment request approvals
Set up finance approvals
Send a payment request for approval
View the approval status of a payment request
View the approver of a payment request
Cancel an approval request for a payment request
Print a payment request
Email a payment request
Cancel a payment request
Delete a payment request
View a related document for a payment request
Designate an alternate for a payment request
Purchase requisitions
Create a purchase requisition
Request a new vendor from a purchase requisition
Miscellaneous vendor
Purchase requisition templates
Attach a document to a purchase requisition
Add a comment to a purchase requisition
Verify a purchase requisition
Purchase requisition approvals
Send a purchase requisition for approval
View the approval status of a purchase requisition
View the approver of a purchase requisition
Cancel an approval request for a purchase requisition
View a related document for a purchase requisition
Designate an alternate for a purchase requisition
Consume inventory for a purchase requisition
Create a purchase order from a purchase requisition
Add purchase requisition line details to an existing purchase order
Print a purchase requisition
Cancel a purchase requisition
Delete a purchase requisition
Purchase receiving
View a purchase credit memo
View a purchase invoice
Purchase orders
View a purchase order
Purchase order approvals
Send a purchase order for approval
View the approval status of a purchase order
View the approver of a purchase order
Cancel an approval request for a purchase order
Sales
Sales analytics
Power BI sales app
Sales
Daily Sales
Moving Average
Moving Annual Total (MAT)
Period-Over-Period Growth
Month-To-Date (MTD)
Sales by Item
Sales by Customer
Sales by Salesperson
Sales by Location
Actual vs. Budget
Sales KPI
Create sales analysis reports
Ad-hoc analysis of sales data
Built-in sales reports
Customer Top List Excel
Customer List
Customer - Order Summary
Customer - Order Detail
Sales Statistics
Customer/Item Sales
Customer - Sales list
Customer - Balance to date
Customer - Trial Balance
Sales Reservation Availability
Inventory Order Details
Inventory Sales Back Orders
Inventory Picking List
Legacy reports (will be removed)
Customer - Top 10 list (legacy)
Walkthrough: Conduct a sales campaign
Walkthrough: Set up and invoice sales prepayments
Register new customers
Make sales quotes
Invoice sales
Sell products
Print the picking list
Post sales
Create recurring sales lines
Process partial shipments with shipping advice
Make drop shipments
Create special orders
Process sales returns or cancellations
Process sales return orders
Correct or cancel unpaid sales invoices
Blanket sales orders
Combine shipments on a single invoice
Calculate order promising dates
Track packages
Delivery date calculation for sales
Merge duplicate records
Recurring revenue
Enter external document numbers
Purchasing
Purchasing analytics
Power BI purchasing app
Purchases
Purchases Decomposition
Daily Purchases
Moving Averages
Moving Annual Total
Period-Over-Period
Year-Over-Year
Purchases by Item
Purchases by Vendor
Purchases by Purchaser
Purchases by Location
Actual vs Budget
Purchases KPI
Ad-hoc analysis of purchasing data
Built-in purchasing reports
Purchasing report
Aged Accounts Payable Excel
Vendor - Top 10 List Excel
Vendor - Detail Trial Balance
Vendor - Order Summary
Vendor - Order Detail
Purchase statistics
Vendor/Item Purchases
Vendor Item catalog
Vendor - Trial Balance
Purchase Reservation Availability
Inventory Purchase Orders
Inventory Vendor Purchases
Item/vendor catalog
Legacy reports (will be removed)
Vendor - List (legacy)
Vendor - Top 10 List (legacy)
Payments on Hold (legacy)
Aged Accounts Payable (legacy)
Walkthrough: Set up and use a purchase approval workflow
Record purchases
Request quotes
Purchase items for a sale
Check amounts on purchase invoices and credit memos
Correct or cancel unpaid purchase invoices
Combine receipts on a single invoice
Process purchase returns or cancellations
Receive and convert electronic documents
Date calculation for purchases
Merge duplicate records
Blanket purchase orders
External document numbers on purchase documents
Enter external document numbers
Create recurring purchase lines
Payment practices report
Automatic purchase order creation
Close a partially invoiced purchase order
Contracts
Finance request lines rate calculations
New vendor requests
View new vendor requests
Create a vendor from a contact
Link a contact to a vendor
Merge duplicate contacts
Purchase receipts
Purchase requisitions
Create a purchase requisition
Request a new vendor from a purchase requisition
Miscellaneous vendor
Purchase requisition templates
Attach a document to a purchase requisition
Add a comment to a purchase requisition
Verify a purchase requisition
Purchase requisition approvals
Send a purchase requisition for approval
View the approval status of a purchase requisition
View the approver of a purchase requisition
Cancel an approval request for a purchase requisition
View a related document for a purchase requisition
Designate an alternate for a purchase requisition
Consume inventory for a purchase requisition
Create a purchase order from a purchase requisition
Add purchase requisition line details to an existing purchase order
Print a purchase requisition
Cancel a purchase requisition
Delete a purchase requisition
Tax overrides for purchase documents
Export T4A data to an XML file
Notification email workflow for dimension approval workflows
Inventory
Inventory analytics
Power BI inventory app
Inventory
Inventory by Item
Inventory by Location
Purchase and Sales Quantity
Item Availability
Gross Requirement
Scheduled Receipt
Inventory by Lot
Inventory by Serial No.
Bin Contents
Bin Contents by Item Tracking
Inventory KPIs
Power BI inventory valuation app
Inventory Valuation
Inventory Valuation by Item
Inventory Valuation by Location
Inventory Valuation KPIs
Ad-hoc analysis of inventory data
Inventory and warehouse reports
Inventory - Transaction Detail
Status
Inventory Availability Plan
Inventory Order Details
Inventory Purchase Orders
Inventory Top 10 List
Inventory Customer Sales
Inventory Vendor Purchases
Inventory Cost and price list
Inventory Sales Back Orders
Inventory Picking List
Inventory Valuation
Item Substitutions
Item Charges - Specification
Item Age Composition - Quantity
Item Age Composition - Value
Item Expiration - Quantity
Item Dimensions - Detail
Item Dimensions - Total
Warehouse Shipment Status
Warehouse Bin List
Warehouse Adjustment Bin
Planning Availability
Production Forecast
Register new items
Bills of material
Categorize items
Manage product variants
Item attributes
Catalog items
Add marketing text for items
Use documents to count and adjust inventory
Use journals to count, adjust, and reclassify inventory
View the availability of items
Transfer inventory between locations
Reserve items
Track items with serial, lot, and package numbers
Trace item-tracked items
Use item references
Block items
Responsibility centers
Project management
Project management analytics
Power BI projects app
Projects
Projects Tasks
Projects Profitability
Projects Realization
Projects Performance to Budget
Projects Invoiced Sales by Type
Projects Invoiced Sales by Customer
Projects KPI
Monitor project progress and performance
Built-in project reports
Project Journal - Test
Project Planning Lines
Project Transaction Detail
Project Analysis
Project Actual to Budget
Project WIP to G/L
Project Suggested Billing
Projects per Customer
Items per Project
Project per Item
Project Register
Resource – List
Resource Register
Resource Statistics
Resource Utilization
Resource - Cost Breakdown
Create projects
Use resources for projects
Use time sheets
Manage project budgets
Record usage for project
Manage project supplies
Understand WIP methods
Monitor project progress and performance
Invoice projects
Assemble to project
Project card
Fixed assets
Fixed assets analytics
Ad-hoc analysis of fixed assets data
Built-in fixed assets analytics tools
Monitor maintenance costs
Monitor insurance coverage
View changed depreciation book values
View disposal ledger entries
View projected disposal values
Fixed assets reports
Fixed Asset Analysis Excel
Fixed Asset Details Excel
Fixed Asset Projected Value Excel
Fixed Asset List
Fixed Asset Journal - Test
Fixed Asset Register
Fixed Asset Book Value 01
Fixed Asset Book Value 02
Fixed Asset - Acquisition List
Fixed Asset G/L Analysis
FA Posting Group - Net Change Report
Fixed Asset Document Nos.
Insurance - Analysis
Insurance - List
Insurance Journal - Test
Insurance Register
Insurance - Coverage Details
Insurance - Tot. Value Insured
Insurance - Uninsured FAs
Maintenance - Analysis
Maintenance - Details
Maintenance - Next Service
Legacy reports (will be removed)
Fixed Asset Analysis (legacy)
Fixed Asset Details (legacy)
Fixed Asset Projected Value (legacy)
Depreciation methods
Manage budgets for fixed assets
Acquire fixed assets
Depreciate or amortize fixed assets
Maintain fixed assets
Insure fixed assets
Transfer, split, or combine fixed assets
Revalue fixed assets
Dispose of or retire fixed assets
Troubleshooting FA ledger entries
Create a copy of a fixed asset
Create an expense type for a fixed asset
Change line type
Record a fixed asset acquisition via a purchase invoice
Cancel posted depreciation entries
Dispose of a fixed asset using a sales invoice
Fixed assets journal import
Relationship management
Relationship management analytics
Contact - List
Contact - Company Summary
Contact - Person Summary
Contact - Cover Sheet
Contact - Labels
Salesperson - Opportunities
Campaign - Details
Opportunity - List
Opportunity - Details
Sales Cycle - Analysis
Segment - Contacts
Segment - Cover Sheet
Segment - Labels
Questionnaire - Handouts
Questionnaire - Test
Manage contacts
Contacts
Create contacts
Use profile questionnaires to classify business contacts
Merge duplicate records
Manage segments
Segments
Create segments
Add contacts to segments
Manage interactions for segments
Manage interactions
Attachments for interactions
Record interactions with contacts
Create interactions on contacts and segments
Automatically record interactions with contacts
Manage sales opportunities
Opportunities
Create opportunities
Track email message exchanges
Process sales opportunities
Use profile questionnaires to classify business contacts
Use Dynamics 365 for Sales from Business Central
Couple and synchronize records manually
View the status of a synchronization
Human resources
Register employees
Manage employee absence
Attendance and leave management
Employee attendance plan details
Create an absence request
View absence request approval entries
Absence resequencing
Process end of year carry forward
Process accruals
Annual accruals that are prorated using months
Accrue time off based on hours worked
Quantity on absence requests
Absence top ups
British Columbia pension reporting
View the British Columbia pension report worksheet
Load lines into the British Columbia pension report worksheet
British Columbia pension adjustments
British Columbia pension report worksheet column mappings and calculations
Print a British Columbia pension report
Benefits management
Process employee benefits wage garnishment based on benefit type
Ontario Teachers Insurance Plan (OTIP) exports
Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file administration
Update employee assignments for the Ontario Teachers Insurance Plan (OTIP)
Load Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file data into the OTIP worksheet
Provincial benefits data exchange worksheet errors and warnings
Create the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
Post the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
Delete Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export data from the OTIP worksheet
Provincial benefits data exchange register
View Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) data exchange entries
Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file administration
Update employee assignments for the Ontario Teachers Insurance Plan (OTIP)
Load Human Resources Information System (HRIS) export file data
Dates on the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
Edit data before exporting the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
Create the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
Clear the Ontario Teachers Insurance Plan (OTIP) export page workspace
Human Resources Information System (HRIS) export file archives
Ontario School Information System (OnSIS) integration
Ontario Municipal Employees' Retirement System (OMERS) export administration
Collective agreement and grievance management
Create a collective agreement
View the union members that are linked to a collective agreement
Add union members to a collective agreement
Create a grievance
Add cost information for a grievance
Add agreement articles violated
Add grievance resolution details
View the grievance dashboard
Create a harassment complaint
Update a harassment complaint
Close a harassment complaint
Delete a harassment complaint
View a harassment complaints overview by category
View a harassment complaints overview by period
Employment Data & Analysis System (EDAS) reporting
Employment Data & Analysis System (EDAS) report worksheet
View the Employment Data & Analysis System (EDAS) report worksheet
Load lines into the Employment Data & Analysis System (EDAS) report worksheet
Employment Data & Analysis System (EDAS) report worksheet errors and warnings
Turn off Employment Data & Analysis System (EDAS) report worksheet field level validations
Create an Employment Data & Analysis System (EDAS) report export file
Employment Data & Analysis System (EDAS) report column mapping, calculations, and validations
Employee appraisals
Employee assignment status
Employee experience and seniority
Employee experience worksheet
Load lines into the employee experience worksheet
Add employee experience manually in the employee experience worksheet
Edit lines in the employee experience worksheet
Delete records from the employee experience worksheet
Post employee experience to the employee experience ledger
Experience years and seniority years calculations for teachers
Employee experience worksheet processing for substitute position assignments
Add employee experience directly on an HR request
Calculate salary
View employee experience
Update seniority details on employee assignments
Employee experience and seniority for a Teacher Teaching on Call (TTOC)
Set up employee experience and seniority for a Teacher Teaching on Call (TTOC)
Split experience for a Teacher Teaching on Call (TTOC)
Transfer Teacher Teaching on Call (TTOC) experience to regular teacher experience
HR department manager
Limited access HR request pages
HR requests
Add additional employee assignments
Change employee details
Cost of living adjustments
End employee assignments
Gradually return employees to work
Hire or rehire employees
HR reason codes
Issue one-time payments
Job requisitions
Place employees on leave
Place employees on leave with return
Change leave details
Change leave and return details
Process HR requests
Return employees to work
Return to work schedules
Regular progression
Reverse HR requests
Send an HR request for approval
Teacher and employee HR requests
Terminate employees
Transfer employees to new assignments
Transfer an employee temporarily to a different assignment
Change a temporary assignment transfer
View HR request approval entries
View HR employee assignment allowances
Track replaced employees and replaced employee HR assignments
Mass create HR requests
Mass process HR requests
Edit an HR request in the HR request inbox
Mass process HR requests from the HR request inbox
HR request statuses
HR process functions
Mass activities
Mass create records of employment
Mass create HR employee tasks
mySparkrock profile changes
Ontario College of Teachers (OCT) integration
View employees who are not in good standing with the Ontario College of Teachers (OCT)
View employee association status
Add an association to an employee
Run an Ontario College of Teachers (OCT) integration
Provincial benefits data exchange
Ontario Non-Union Education Trust (ONE-T) export file administration
Load Ontario Non-Union Education Trust (ONE-T) export file data into the ONE-T worksheet
Provincial benefits data exchange worksheet errors and warnings
Create the Ontario Non-Union Education Trust (ONE-T) export file
Post the Ontario Non-Union Education Trust (ONE-T) export file
Delete Ontario Non-Union Education Trust (ONE-T) export data from the ONE-T worksheet
Provincial benefits data exchange register
View Ontario Non-Union Education Trust (ONE-T) data exchange entries
Ontario Non-Union Education Trust (ONE-T) export file header and footer
Initial Ontario Non-Union Education Trust (ONE-T) export fields
Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file administration
Update Employee Assignments for the Ontario Teachers Insurance Plan (OTIP)
Load Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file data into the Ontario Teachers Insurance Plan (OTIP) worksheet
Provincial benefits data exchange worksheet errors and warnings
Create the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
Post the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
Delete Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export data from the Ontario Teachers Insurance Plan (OTIP) worksheet
Provincial benefits data exchange register
View Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) data exchange entries
Record of Employment (ROE) administration in Canada
Create a Record of Employment (ROE) while terminating an employee
Mass create records of employment
View Record of Employment (ROE) details
Edit Record of Employment (ROE) details
Create a Record of Employment (ROE) export file
Update Sparkrock Impact with the Record of Employment (ROE) serial number information from Service Canada
Role-based absences
Role-based absences and employee attendance plans
Role-based absences and new hire HR requests
Role-based absences and additional assignment HR requests
Role-based absences and transfer HR requests
Role-based absences and details change HR requests
Role-based absences and leave HR requests
Role-based absences and return HR requests
Role-based absences and gradual return HR requests
Role-based absences and assignment end HR requests
Role-based absences and termination HR requests
Role-based absences and absence requests
Role-based absences and absence registration
Role-based absences and registering compensatory time from a schedule unit activity
Role-based absences and registering compensatory time from a time entry activity
Role-based absences and the annual accrual worksheet
Role-based absences and the per pay accrual worksheet
Role-based absences and the EOY carry forward worksheet
Role-based absences and hours details
Role-based absences and payroll ledger entries
Salary management
Assign pay details to an employee
Calculate salary
Retro pay
Salary deferrals
Process salary progression
Ontario English Catholic Teachers Association (OECTA) connector
Ontario English Catholic Teachers Association (OECTA) export file administration
Load Ontario English Catholic Teachers Association (OECTA) export file data into the OECTA worksheet
Validate the Ontario English Catholic Teachers Association (OECTA) export file data
Create the Ontario English Catholic Teachers Association (OECTA) export file
Clear Data from the Ontario English Catholic Teachers Association (OECTA) worksheet
British Columbia pay transparency reporting
Set up British Columbia pay transparency reporting
British Columbia pay transparency gender classification and sex classification
View the British Columbia pay transparency worksheet
Load lines into the British Columbia pay transparency worksheet
British Columbia pay transparency worksheet errors and warnings
Turn off British Columbia pay transparency background error checking
British Columbia pay transparency worksheet column mappings and calculations
Create a British Columbia pay transparency report
Delete British Columbia pay transparency worksheet lines
Production Planning
Planning functionality
Plan with or without locations
Create a forecast
Create production orders from sales orders
Plan for new demand order by order
Run full planning, MPS, or MRP
Replan or refresh production orders directly
Track relations between demand and supply
Requisition worksheet
Action messages
Assembly management
Assemble items
Assembly analytics
Assembly BOMs
Item - Able to Make (Time)
BOM Cost Share Distribution
Where-used list
BOM - Raw Materials
BOM - Sub-Assemblies
Assembly BOM - End Items
Assemble to order - Sales
Understand assemble-to-order and assemble-to-stock
Quote an assemble-to-order sale
Assemble items
Sell items assembled to order
Sell inventory items in assemble-to-order flows
Sell assemble-to-order items and inventory items together
Create blanket assembly orders
Undo assembly posting
Assembly BOMs
Design details: Assembly order posting
Manufacturing
Manufacturing analytics
Power BI manufacturing app
Current Utilization
Historical Utilization
Work Center Load
Allocated Hours
Expected Capacity Need
Finished Production Order Breakdown
Consumption Variance
Capacity Variance
Average Production Times
Released Production Orders
Production Scrap
Manufacturing KPIs
View the load in work and machine centers
Built-in production reports
Production Order - WIP
Item - Able to Make (Time)
BOM Cost Share Distribution
Quantity Explosion of BOM
Rolled-up Cost Shares
Single-Level Cost Shares
Detailed Calculation
Where-Used (Top Level)
Item BOM Compare list
Prod. Order - Job Card
Prod. Order - Precalc. Time
Prod. Order - Calculation
Prod. Order Detailed Calc
Capacity Task list
Work Center Load
Machine Center Load
Work Center Load
Machine Center Load
Routing Sheet
Prod. Order Shortage list
Subcontractor Dispatch List
Production Order Statistics
Legacy reports (will be removed)
Work Center List (legacy)
Machine Center List (legacy)
Production orders
Create production orders
Subcontract manufacturing
Post consumption and output for one released production order line
Batch post consumption
Cancel production orders that have consumption
Batch post output and run times
Reverse output posting
Post scrap
Post capacities
Finished production order costs
Warehouse management
Inventory and warehouse reports
Inbound warehouse processes
Find your work assignments
Receive items
Put away items with inventory put-aways
Put away items with warehouse put-aways
Cross-dock items
Walkthrough: Receive and put away in basic warehouse configurations
Walkthrough: Receive and put away in advanced warehouse configurations
Outbound warehouse processes
Find your work assignments
Pick items with inventory picks
Pick items for warehouse shipment
Ship items
Cross-dock items
Walkthrough: Picking and shipping in basic warehouse configurations
Internal warehouse processes
Production, assembly, and job activities
Flows for production, assembly, and jobs
Pick for production, assembly, or jobs in basic warehouse configurations
Pick for production, assembly, or jobs in advanced warehouse configurations
Put away production output
Move items
Transfer inventory between locations
Move items internally in basic warehouse configurations
Move items in advanced warehouse configurations with directed pick and put-away
Warehouse counting
Design details: Integration with inventory
Use documents to count and adjust inventory
Count, adjust, and reclassify inventory
Service management
Service management analytics
View service statistics
Service management reports
Service Order
Service Item Line Labels
Service Quote
Service Tasks
Service Order - Response Time
Service Profit (Resp. Centers)
Service Profit (Serv. Orders)
Service - Invoice
Service - Credit Memo
Service - Shipment
Service Document - Test
Service Items
Service Item Worksheet
Service Items Out of Warranty
Service Profit (Service Items)
Service Item - Resource Usage
Dispatch Board
Service Load Level
Service Contract
Service Contract-Detail
Service Contract Quote
Service Contract Quote-Detail
Contract Quotes to Be Signed
Service Profit (Contracts)
Service Contract - Customer
Serv. Contract - Salesperson
Maintenance Visit - Planning
Contr. Gain/Loss - Resp. Ctr.
Maintenance Performance
Contract Gain/Loss Entries
Contract Invoicing - Test
Contract Price Update - Test
Expired Contract Lines - Test
Contr. Serv. Orders - Test
Serv. Pricing Profitability
Prepaid Contr. Entries
Planning service management
Service price management
Service order status and repair status
Allocation status and repair status of service items
View service statistics
Fulfill service contracts
Multiple contracts
Service contracts and service contract quotes
Change the annual amount on service contracts or contract quotes
Deliver service
Create service quotes
Create service orders
Create service invoices or credit memos
Allocate resources
Service tasks
Service posting
Post service orders and credit memos
Lend and receive loaners
Online store with Shopify
Get started with the Shopify connector
Create and set up a Shopify account
Synchronize items and inventory with Shopify
Synchronize customers and companies with Shopify
Synchronize and fulfill sales orders with Shopify
Synchronize transactions and payouts
Set up taxes for the Shopify connection
Automate Shopify synchronization using the job queue
Troubleshoot the Shopify connector
FAQ for the Shopify connector
Support for the Shopify connector
Walkthrough: Set up and use the Shopify connector
Company hub
Manage work across companies with the company hub
Add companies to your company hub
Troubleshoot your company hub
Local functionality
Development of validated localization apps
Canada
Local functionality in the Canadian version
Tax
Reporting Goods and Services Tax (GST) and Harmonized Sales Tax (HST) in Canada
Report sales tax in Canada
Banking and payments
Create deposits
Make electronic payments
General
Print troubleshoot reports
GIFI codes
Record of Employment (ROE) administration in Canada
Create a Record of Employment (ROE) while terminating an employee
Mass create records of employment
View Record of Employment (ROE) details
Edit Record of Employment (ROE) details
Create a Record of Employment (ROE) export file
Update Sparkrock Impact with the Record of Employment (ROE) serial number information from Service Canada
United States
Local functionality in the US version
Tax
Sales taxes
Basic tax setup
Sales tax in the US
Set up use tax and purchase tax
Set up unrealized sales tax and sales payment discounts
IRS1099
Introduction to the IRS 1099 forms and its functionality
Set up and use the IRS 1099 form for version 24 (2024 release wave 1)
Use the IRS 1099 forms
Submit and report the IRS 1099 forms
Deprecated 1099 feature
Set up and use the IRS 1099 form
Regulatory 1099 format changes and details
Set up and use the IRS 1096 form
Banking and payments
Create deposits
Reconcile bank accounts
Make electronic payments
General
Print troubleshoot reports
Submit regulatory alerts
Time entry
How relevant time entry units are determined
Perform time sheet entry
Reopen approved time sheet entries
Time sheet administrator approvals
Time entry approval request background processing
Analyze time entry data
Archive time entry lines
Payroll administration
Absence payouts
Create an absence payout request
Absence payout request approvals
Process an absence payout request
Cancel an absence payout request
Reopen an absence payout request
Load absence payout time into the compensation journal
View absence payout details in the compensation journal
View absence payout details for an absence registration
View absence payout details for an employee absence
View absence payout details on an employee attendance plan
Compensation journal
View the compensation journal
Create a compensation journal template
Create a compensation journal batch
Edit the compensation journal
Change the compensation journal default pay cycle period
Load lines into the compensation journal
View compensation journal errors and warnings
Process a compensation journal comparison analysis
Run a compensation journal test report
Send the compensation journal to payroll
Create a payroll batch
Process payroll
Import compensation journals
Absence request payouts for salaried employees
Load absence payout time into the compensation journal
View absence payout details in the compensation journal
Recalculate allowances in the compensation journal
Standard units
Display offset for regular hours for unpaid time
Generate vendor payables from the payroll expense ledger
Ontario Non-Union Education Trust (ONE-T) import
Ontario Non-Union Education Trust (ONE-T) export
Ontario Non-Union Education Trust (ONE-T) export file administration
Load Ontario Non-Union Education Trust (ONE-T) export file data into the ONE-T worksheet
Provincial benefits data exchange worksheet errors and warnings
Create the Ontario Non-Union Education Trust (ONE-T) export file
Post the Ontario Non-Union Education Trust (ONE-T) export file
Delete Ontario Non-Union Education Trust (ONE-T) export data from the ONE-T worksheet
Provincial benefits data exchange register
View Ontario Non-Union Education Trust (ONE-T) data exchange entries
Ontario Non-Union Education Trust (ONE-T) export file header and footer
Initial Ontario Non-Union Education Trust (ONE-T) export fields
Process payroll
ACH prenote
Add employee deductions
Add employee PTO hours
Add employee salary
Batch payroll processing
Create new employee
Employee card ribbon definitions
Employee change request / approval
Employee user defined codes
Enter hours details
Payroll applicants
Payroll journal
Piece rate entries
Post amount accrual to GL
Process individual payroll documents
PTO hours approval
PTO hours journal
Run a payroll batch
Salary modification date
Scheduled batch
Termination wizard
Updated W-4
Reverse a compensation register
Reverse compensation ledger entries
Process time off in lieu and banked time off in lieu
Ontario Teachers Insurance Plan (OTIP) exports
Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file Administration
Update employee assignments for the Ontario Teachers Insurance Plan (OTIP)
Load Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file data into the Ontario Teachers Insurance Plan (OTIP) worksheet
Provincial benefits data exchange worksheet errors and warnings
Create the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
Post the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
Delete Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export data from the OTIP worksheet
Provincial benefits data exchange register
View Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) data exchange entries
Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file administration
Update employee assignments for the Ontario Teachers Insurance Plan (OTIP)
Load Human Resources Information System (HRIS) export file data
Dates on the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
Edit data before exporting the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
Create the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
Clear the OTIP export page workspace
HRIS export file archives
View payroll version
Scheduling
Create a schedule from a schedule template
Mass shift changes
Mass validate and publish schedules
Scheduling options
Scheduling training integration
Shift trading administration
Validate schedule entries
Application design details overview
Design details: Supply planning
Design details: Central concepts of the planning system
Design details: Reservation, order tracking, and action messaging
Design details: Balance demand and supply
Design details: Handle reorder policies
Design details: Plan parameters
Design details: Plan assignment table
Design details: Transfers in planning
Design details: Inventory costing
Design details: Cost methods
Design details: Change the cost method for items
Design details: Item application
Design details: Known item application issue
Design details: Cost adjustment
Design details: Posting date on adjustment value entry
Design details: Posting date on adjustment value entry
Error message "Posting date is not within your range of allowed posting dates"
Posting date on adjustment value entry compared to the source entry
Design details: Expected cost posting
Design details: Average cost
Design details: Variance
Design details: Rounding
Design details: Cost components
Design details: Inventory periods
Design details: Inventory posting
Design details: Production order posting
Design details: Assembly order posting
Design details: Reconciliation with the general ledger
Design details: Accounts in the general ledger
Design details: Inventory valuation
Design details: Revaluation
Design details: Warehouse management
Design details: Creating warehouse entries
Design details: Availability in the warehouse
Design details: Item tracking
Design details: Item tracking design
Design details: Item tracking posting structure
Design details: Active versus historic item tracking entries
Design details: Item tracking lines page
Design details: Item tracking availability
Design details: Item tracking and planning
Design details: Item tracking and reservations
Design details: Item tracking in the warehouse
Design details: General journal post line
General journal post line
General journal post line overview
Design details: Posting interface structure
Design details: Posting engine structure
Design details: Non-deductible VAT
Design details: Dimension set entries
Design details: Searching for dimension combinations
Design details: Table structure
Analytics, business intelligence, and reporting
Analytics by functional area
KPIs, dashboards, and financial reports
Using key performance indicators (KPIs) to meet your business goals
Power BI and Business Central
Power BI reports
Track KPIs with Power BI metrics
Power BI apps for Business Central
Installing Power BI apps for Business Central
Power BI apps/reports by functional area
Power BI apps FAQ
Using Financial Reporting
Ad-hoc data analysis
Sort, search, and filter
Search and filter FAQ
Save and personalize list views
Analyze page data in Excel
Analyze list and query data with analysis mode
Ad-hoc data analysis by functional area
Analyze report data with Excel
Use reports in daily work
Run reports
Bookmark a report
Analyze report data with Excel
Print reports
Schedule reports
Share and export reports with the report inbox
Manage saved report settings
Set the layout used by a report
Built-in reports
Finance
Prepare financial reporting
Key financial reports
Accounts receivable reports
Accounts payable reports
Sustainability reports
Column definition ledger entry type calculations
Sales reports
Purchase reports
Inventory and warehouse reports
Project
Project reports
View project usage estimates
Monitor project progress and performance
Fixed assets reports
Assembly management
Assembly Management Reports
View the Bill Of Material (BOM) structure
Manufacture
Production reports
View load on work and machine centers
View work center ledger entries
Service management
View service statistics
Service orders
Service quotes
Posted service document
Human resources
Employment Data & Analysis System (EDAS) reporting
British Columbia pension reporting
Reporting and analytics
Create a reporting and analytics report
Reporting and analytics report overview
Export reporting and analytics data to Excel
Print a reporting and analytics report
Apply dimension filters to a reporting and analytics report
Edit a reporting and analytics report
Copy a reporting and analytics report
Column definition ledger entry type calculations
Delete a reporting and analytics report
Report usage telemetry
Develop reports
Develop report layouts
Layout types (Word, Excel, RDLC)
Create and modify layouts
Word layouts
Excel layouts
RDLC layouts
Use fonts in layouts
Set the default layout
Develop report datasets
Report Development Guide
Report Performance Tuning Guide
Analyze data in business intelligence tools
Microsoft Fabric and Business Central
Extract data to data warehouses or data lakes
Read data with the Business Central API
Intelligent insights (on-premises)
Security, privacy, and compliance
Security and protection
Privacy
Privacy (microsoft.com)
Compliance
Application compliance
Service compliance
Certifications
Service overview
Trial features that connect to other Microsoft services
Development and administration
Get started with development and administration documentation
Administration tasks in Business Central
Administration tasks
Manage access to Business Central
Control access to Business Central using security groups
Access with Microsoft 365 licenses
Set up access with Microsoft 365 licenses
User access flow
FAQ
Troubleshoot
Grant user permissions
Create users according to licenses
Assign permissions to users and groups
Manage user settings
Manage profiles
Manage user settings and preferences
Control your data
Classify data sensitivity
Respond to requests about personal data
Log changes
Review the change log setup
Compress data or delete documents to manage storage
Archive data
Define data retention policies
Manage data encryption
View database locks
Specify the languages that are available in your Business Central environment
Set up printers
Privacy notices status
Create companies
Use job queues to schedule tasks
Publish a web service
Configure API templates
Extend your trial version
Inspect pages
View table information
Enable new features ahead of time
Onboard users with checklists
Sandbox environments
View system diagnostics
Copilot and AI capabilities
Customize Business Central
Customize pages for profiles
Change which features are displayed
Set up a colored indicator on cues
Customize with extensions
Install and uninstall extensions
AMC banking 365 fundamentals extension
Ceridian payroll
Company hub
DK - C5 data migration
DK - Payments and reconciliations
DK - Tax file formats
Envestnet Yodlee bank feeds
Essential business insights
Image analyzer
Cloud migration extensions
Cloud migration base
Late payment predictions
Microsoft pay
PayPal payments standard
QuickBooks data migration
QuickBooks online data migration
Quickbooks payroll file import
Sales and inventory forecast
Service declaration extension
UK - VAT group management
US/CA/UK/AU/NZ/ZA - Send remittance advice
WorldPay payments standard
Business Central extensions by other providers
Finance and procurement
HR management
Payroll administration
Scheduling
Time entry
Integrate with other Dynamics 365 applications
Integrate with Dynamics 365 Sales via data sync
Integrate with Microsoft Dynamics 365 Field Service
Integrate with Microsoft Dataverse
Integrate with Dataverse via data sync
Data ownership models for synchronization
Set up user accounts for Dataverse integration via data sync
Connect to Dataverse for data sync
Synchronize Business Central and Microsoft Dataverse
Map the tables and fields to synchronize
Manually synchronize table mappings
Schedule a synchronization
Troubleshoot synchronization errors
Use a Power Automate flow to timely synchronize Dataverse entity changes
Synchronize master data across companies
Get ready to synchronize master data
Manage master data synchronization
Migrate to Business Central online
Introduction
Managing migration to the cloud
Migrating from Business Central on-premises
Migrating from Dynamics GP
FAQ about migrating to the cloud
Administration of Business Central online
Development
Security and protection
Performance
Removed or deprecated features
Sparkrock APIs
User provisioning APIs
Create an API security token
mySparkrock user setup APIs
mySparkrock user profile APIs
mySparkrock user properties and user permission set APIs
mySparkrock user APIs
Approval group and approval group lines APIs
Finance approval setup APIs
Finance approval rule APIs
Copilot and AI capabilities
Copilot in Business Central
Manage Copilot and AI capabilities
Configure Copilot and AI capabilities
Copilot data movement across geographies
Azure OpenAI Service and Business Central data
Troubleshoot Copilot and AI capabilities
Analysis assist (preview)
Analyze data in lists with Copilot
Responsible AI FAQ for analysis assist
Autofill (preview)
Autofill fields with Copilot
Responsible AI FAQ for autofill
Bank account reconciliation assist
Reconcile bank accounts with Copilot
Responsible AI FAQ for bank reconciliation assist
Chat with Copilot (preview)
Chat with Copilot
FAQ for chat with Copilot
Responsible AI FAQ for chat with Copilot
Map e-documents (preview)
Map e-documents to purchase order lines with Copilot
Responsible AI FAQ for mapping e-documents with purchase orders using Copilot
Marketing text suggestions
Create marketing text with Copilot
Responsible AI FAQ for marketing text suggestions
Sales line suggestion (preview)
Suggest lines on sales orders with Copilot
Responsible AI FAQ for sales line suggestions with Copilot
Sales Order Agent overview (preview)
Set up Sales Order Agent
Process sales quotes and orders with Sales Order Agent
Item availability in Sales Order Agent
Responsible AI FAQ for Sales Order Agent
Suggest item substitutions (preview)
Find item substitutions with Copilot
Responsible AI FAQ for suggest item substitutions with Copilot
Suggest number series (preview)
Suggest number series with Copilot
Responsible AI FAQ for suggest number series with Copilot
Summarize (preview)
Summarize records with Copilot
Responsible AI FAQ for summarize
Responsible AI
FAQ for Copilot data security and privacy
FAQ for analysis assist (preview)
FAQ for bank reconciliation assist
FAQ for chat with Copilot (preview)
FAQ for mapping e-documents with purchase orders using Copilot (preview)
FAQ for marketing text suggestions
FAQ for suggest item substitutions with Copilot
FAQ for sales line suggestions with Copilot (preview)
FAQ for Sales Order Agent (preview)
FAQ for suggest item substitutions with Copilot
FAQ for suggest number series with Copilot (preview)
FAQ for summarize (preview)
Additional resources
Sparkrock Learn
mySparkrock Help
Sparkrock Support
www.sparkrock.com