Changing Basic Settings
In the My Settings page, 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 Center represents the home page, a starting screen that is designed for the needs of a specific role in an organization. Depending on your role, the Role Center 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 Center.
In the center, 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 favorite customers on the home page for accounts that you do business with often or need to pay special attention to.
To change Role Center
The default Role Center is Business Manager, but you can select another Role Center that fits your needs better.
- In the top right corner, choose the Settings icon , and then choose My Settings.
- On the My Settings page, in the Role Center field, select the Role Center 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 Center), 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.
After you change the work date, if you sign out or switch to another company, the work data reverts to the default work date. So the next time you sign in or switch back to the original company, you may have to set the work date again.
Work Date Indication
If the work date is not set to the current day (today), then on all pages where you can edit data, the current work date is shown in the upper-left corner of the page.
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.
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