Increasing Efficiency with Business Central
I like to look over my workday or work week to see what I have accomplished. After a productive day, one can feel a sense of accomplishment.
I do this by making a list at the beginning of each day of tasks I want to accomplish. As I accomplish them, I cross them off my list.
I can then look at the end of the day or week and see what was done and what is open.
Business Central is a tool and like any tool, one becomes more efficient as one uses the tool and learns various shortcuts or by reducing steps, keystrokes, or clicks. An extra click or two may be annoying and may take an extra second or two, but often steps are repeated over and over and these seconds will add up to minutes and perhaps hours over time.
Below are a few things one can do to increase one’s efficiency with Business Central. By using these tips, I sincerely hope you will be able to cross off more items off your list in less time.
Bookmark all of the pages and reports you use, particularly if infrequent. You can do this by clicking the bookmark icon while searching or in the page or report. This will save you lots of time. I can’t tell you how many times I wasted time looking for things.
Use the Gear icon, Personalize feature to hide columns you don’t need. Rearrange columns to fit your style. Add columns that are meaningful to you.
There are functions that are hidden under multiple tree menus. These are the ones that you can only see by hovering your mouse over a menu item and following down multiple levels. You may not realize is you can use the Personalize feature to drag and drop these menu items up to the top menu instead of being buried under multiple sub-menus. This is not only time saving, you will likely feel a sense of relief!
Save your filtered lists. When you filter on a list page, use click the save (disc) icon and give it a friendly name. This will save you tons of time from having to set the same filters in the future.
Copy things! It may be more conducive to copy things instead of creating them from scratch. We’re taught not to copy in school, but this isn’t school, so copy items, sales orders, purchase orders, journal entries to your heart’s content. This will not only save time, but often will prevent data entry omissions or errors. Look for the copy button and use it.
I hope you will find these tips and shortcuts fruitful and will increase your productivity at work!