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Frequently Asked Questions

We've compiled a list of answers to common questions.

Business Central is a business management solution for small and mid-sized organizations that automates and streamlines business processes and helps you manage your business. 

Highly adaptable and rich with features, Business Central enables companies to manage their business, including finance, manufacturing, sales, shipping, project management, services, and more. 

Companies can easily add functionality that is relevant to the region of operation, and that is customized to support even highly specialized industries.

To help you get ready for doing business, you can visit the Assisted Setup page where you can launch assisted setup guides, videos, or help topics for selected setup tasks. To access the page, simply choose this link.

Alternatively, choose the Sprocket icon to open the Settings menu. icon, and then the Assisted Setup action.

You can also find the list of assisted setup guides if you choose the Lightbulb that opens the Tell Me feature. icon, enter Assisted Setup, and then choose the related link.

Business Central includes standard configurations for most business processes, but you can change the configuration to suit the needs of your organization.

For example, your chart of accounts is prefilled with a number of posting accounts ready for use. You can, of course, change the chart of accounts to suit your needs. For more information, see Finance.

From the Sprocket icon to open the Settings menu. menu, you can access assisted setup guides that help you configure certain scenarios and add features to Business Central.

ToSee
Find a specific page, report, action, help topic, or partner extension.Finding Pages and Information with Tell Me
Get an overview of pages for your role and for other roles and navigate to pages.Finding Pages with the Role Explorer
Filter data in views, reports, or functions by using special symbols and characters.Sorting, Searching, and Filtering Lists
Learn the many general functions that help you enter data in a quick and easy way.Entering Data
Learn how to quickly copy and paste data including by using keyboard shortcuts.Copying and Pasting FAQ
View or process data in specific date ranges.Working with Calendar Dates and Times
See which fields must be filled in.Detecting Mandatory Fields
Understand how the computer locale affects the user interface and the Help site and how to change the language.Changing Language and Locale
Learn how to interact with Excel from practically anywhere in Business CentralViewing and Editing in Excel
Attach files, add links, or write notes on cards and documents.Manage Attachments, Links, and Notes on Cards and Documents
Change basic settings such as company, work date, and Role Center.Change Basic Settings
Get notified about certain events or changes in status, such as when you are about to invoice a customer who has an overdue balance.Manage Notifications
Change which and where UI elements are shown to fit your preferences.Personalize Your Workspace
Define, preview, print, or save reports and define and run batch jobs.Working with Reports, Batch Jobs, and XMLports
Manage the content and format of reports and documents, including which data fields of a report dataset appear on the report and how they are arranged, text style, images, and more.Managing Report and Document Layouts
Learn about features and capabilities that make Business Central readily available to people with disabilities.Accessibility and Keyboard Shortcuts
Can’t find what you need? Our award-winning customer care team is here.