Common Tasks in Business Central

This page covers the most frequently performed tasks in Business Central.

Navigation

Using the Search Feature

• Press Alt + Q or click the search icon (magnifying glass) at the top
• Type the name of a page, report, or action
• Select from the results to navigate directly

Accessing Main Areas

• Sales - Customer quotes, orders, and invoices
• Purchasing - Vendor management and purchase orders
• Financial Management - Payments, deposits, and journals

Frequently Used Actions

Creating New Records

1. Navigate to the desired list (Customers, Vendors, etc.)
2. Click + New in the ribbon
3. Fill in required fields
4. Click Save or press Ctrl + S

Searching for Records

1. Open the relevant list page
2. Use the filter pane on the right
3. Or use Ctrl + F to search within the current page

Printing Reports

1. Navigate to the record or list
2. Click Print/Send in the ribbon
3. Select your desired output format
4. Click Print or Preview

Keyboard Shortcuts

Shortcut	Action
Alt + Q	Open search
Ctrl + S	Save
Ctrl + F	Find in page
F5	Refresh page
Esc	Close current page

Getting Help

• Use the ? icon for context-sensitive help
• Search this knowledge base for specific processes
• Contact your supervisor for questions