Set up extended features

If you work in a larger company or one with more complex functionality or reporting requirements, you should think about the following settings:

SMTP email setup

You can set up SMTP to send emails automatically, without the need to open Outlook. This can be used for bulk posting or sending of documents, for example. Read more »

SET UP EXTENDED FEATURES
Have you set up SMTP for email sending?

UBL / EAN / GLN setup

If you need invoicing through UBL / EAN / GLN, you need to set it up in Business Central before it can be used. Read more »

SET UP EXTENDED FEATURES
Have you set up OIOUBL invoicing?

Exchange Rates and Currency Service setup

In the Currencies table, it is possible to specify current exchange rates for the currencies you use, or you can set up a service to update these currencies, and you can also activate a job queue to update them automatically at appropriate intervals. Read more »

SET UP EXTENDED FEATURES
Have you set up exchange rates and, if required, an update service?

EU VAT registration service

When you create customers and vendors in Business Central, you can check whether their VAT number is registered with the EU VAT registration service – to see whether it’s a valid number. You currently need to do this for each individual customer and vendor. Read more »

SET UP EXTENDED FEATURES
Have you tested VAT number verification?

Number series

In the setup template you have received, we have included many different number series, which are used whenever new postings, documents, master data etc. are added.

You can find these in the Number Series setup, and you can see more about them in this video:

Video How to setup and use the Number Series »
Have a look at it and decide whether you feel the number series setup is appropriate to your company’s procedures and requirements. If not, be sure to customize them before you start adding data and posting.
SET UP EXTENDED FEATURES
Have you checked and customized the number series?
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