Working with Business Central
When performing business tasks, you interact with data in different ways, such as creating records and entering data, sorting and filtering data, writing notes, and outputting data to other applications.
For example, you can adjust the size and position of any page, expand the width of columns and increase the height of column headers, and change the sorting of data in columns. And if you want to use the horizontal scroll bar to view all columns on a list page or on document lines, you will see that there is a vertical freeze pane to restrict some columns from scrolling.
Note
In addition to the general UI functions described in this section, you can use other general functions that are more business-related. For more information, see General Business Functionality.
The following table lists some of the general functionality with links to topics that describe them.
| To | See |
|---|---|
| Find a specific page, report, action, help topic, or partner extension. | Using Tell Me to Find Features and Information |
| 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 |
| View or process data in specific date ranges. | Working with Calendar Dates and Times |
| Learn how to quickly copy and paste data including by using keyboard shortcuts. | Copying and Pasting |
| 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 Central | Viewing and Editing in Excel |
| Get notified about certain events or changes in status, such as when you are about to invoice a customer who has an overdue balance. | Managing Notifications |
| Change basic settings such as company, work date, and Role Center. | Changing Basic Settings |
| Change which and where UI elements are shown to fit your preferences. | Personalizing Your Workspace |
| Define, preview, print, or save reports and define and run batch jobs. | Working with Reports and Batch Jobs |
| 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 |
Getting Around in Business Central
Here's a short video about how to get around in Business Central.
See Also
Getting Started
Setting Up Business Central
General Business Functionality