Changing Basic Settings
In the My Settings window, you can see and change basic settings for Business Central. The changes that you make will only affect your workspace; not the workspaces of other users.
The Role Centre represents the home page, a starting screen that is designed for the needs of a specific role in an organisation. Depending on your role, the Role Centre gives you an overview of the business, your department, or your personal tasks. It also helps you navigate to your daily tasks and find work that is assigned to you.
At the top, the navigation allows you to switch between customers, vendors, items, and other important lists of information. Similarly, actions allow you to initiate tasks, such as create a new sales invoice, directly from the Role Centre.
In the centre, you find Activities. Activities show current data and can be clicked or tapped to view more detailed information. Key Performance Indicators can be set up to display a selected chart for a visual representation of, for example, cash flow or income and expenses. You can also build up a list of favourite customers on the home page for accounts that you do business with often or need to pay special attention to.
To change Role Centre
The default Role Centre is Business Manager, but you can select another Role Centre that fits your needs better.
- In the top right corner, choose the Settings icon , and then choose My Settings.
- In the My Settings window, in the Role Centre field, select the Role Centre that you want to set as the standard. For example, select Accountant.
- Choose the OK button.
A company functions as a container for data in Business Central. There can be multiple companies in a database, but only one can be selected at a time.
The default company is called CRONUS and contains demonstration data only.
If you want to display a different name for your company in the application (such as on the Role Centre), set the Name field on the Company Information page or the Display Name field on the Companies page.
The default work date is usually today's date. You may have to temporarily change the work date to be able to perform tasks, such as completing transactions for a date that is not the current date.
Type w to quickly enter the work date in a date field. Write t to quickly enter the current date in the date field.
The work date is only changed until you close the company or until the date changes. If you open a different company or open the same company the next day and still have to use a different work date, then you must set the work date again.
The Region setting determines how dates, times, numbers, and currencies are shown or formatted.
Changes the display language. This field appears only when there is more than one language to choose from.
The initial language is either determined by the administrator or by your browser settings when you sign up for Business Central. The language that you set will be used on all devices that you sign in from, such as a phone or tablet.
Changing When I Receive Notifications
Choose this link to view or change the notifications that you get about certain events or changes in status, such as when you are about to invoice a customer who has an overdue balance, or the available inventory is lower than the quantity you are about to sell. For more information, see Smart Notifications.