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Merge pull request #1917 from MicrosoftDocs/main-1503
UI tagging & bug fixes March 15
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business-central/TOC.md

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#### [Set Up Calculations and Posting Methods for Value-Added Tax (VAT)](finance-setup-vat.md)
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#### [Set Up Unrealized VAT for Cash-Based Accounting](finance-setup-unrealized-vat.md)
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#### [Validate VAT Registration Numbers](finance-how-validate-vat-registration-number.md)
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#### [Setting Up Source Codes and Reason Codes for Audit Trails](finance-setup-trail-codes.md)
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#### [Set Up Source Codes and Reason Codes for Audit Trails](finance-setup-trail-codes.md)
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#### [Set Up Currencies](finance-set-up-currencies.md)
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#### [Enable Application of Ledger Entries in Different Currencies](finance-how-enable-application-ledger-entries-different-currencies.md)
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#### [Set Up an Additional Reporting Currency](finance-how-setup-additional-currencies.md)
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#### [Update Currency Exchange Rates](finance-how-update-currencies.md)
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#### [Set Up Multiple Interest Rates](finance-how-to-set-up-multiple-interest-rates.md)
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#### [Set Up Invoice Rounding](finance-set-up-invoice-rounding.md)
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#### [Setting Up the Chart of Accounts](finance-setup-chart-accounts.md)
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#### [Setting Up Cash Flow Analysis](finance-setup-cash-flow-analyses.md)
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#### [Set Up the Chart of Accounts](finance-setup-chart-accounts.md)
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#### [Set Up Cash Flow Analysis](finance-setup-cash-flow-analyses.md)
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#### [Set Up Cash Customers](finance-how-to-set-up-cash-customers.md)
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#### [Set Up and Report Intrastat](finance-how-setup-report-intrastat.md)
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#### [Use Allocation Keys in General Journals](ui-how-use-allocation-keys-general-journals.md)
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### Setting Up Banking
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#### [Setting Up Banking](bank-setup-banking.md)
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#### [Set Up Banking](bank-setup-banking.md)
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#### [Set Up Bank Accounts](bank-how-setup-bank-accounts.md)
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#### [Set Up the Envestnet Yodlee Bank Feeds Service](bank-how-setup-bank-statement-service.md)
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#### [Using the AMC Banking 365 Fundamentals extension](ui-extensions-amc-banking.md)
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#### [Select a Check Layout](finance-how-define-check-layouts.md)
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### Setting Up Sales
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#### [Setting Up Sales](sales-setup-sales.md)
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#### [Set Up Sales](sales-setup-sales.md)
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#### [Register New Customers](sales-how-register-new-customers.md)
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#### [Enable Customer Payments Through Payment Services](sales-how-enable-payment-service-extensions.md)
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#### [Record Special Sales Prices and Discounts](sales-how-record-sales-price-discount-payment-agreements.md)
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#### [Company Consolidation](finance-consolidated-company-reporting.md)
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#### [Set Up Company Consolidation](finance-consolidated-company-reporting-setup.md)
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### [Understanding the General Ledger and the COA](finance-general-ledger.md)
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### [Currencies in Business Central](finance-currencies.md)
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### [Working with Dimensions](finance-dimensions.md)
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### [Troubleshooting and Correcting Dimensions](finance-troubleshooting-correcting-dimensions.md)
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### [Create G/L Budgets](finance-how-create-budgets.md)

business-central/admin-gather-customer-setup-values.md

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---
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title: Gather Customer Setup Values
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description: Configuration questionnaire helps reduce implementation by streamlining setting up new companies and offering customers an Excel or XML file.
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author: SorenGP
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title: Gather Customer Setup Values
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description: Configuration questionnaire helps reduce implementation by streamlining setting up new companies and offering customers an Excel or XML file.
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author: SorenGP
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ms.date: 06/14/2021
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# Gather Customer Setup Values

business-central/admin-how-to-manage-company-configuration-in-a-worksheet.md

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title: How to Manage Company Configuration in a Worksheet
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description: The configuration worksheet is the central location in which you can plan, track, and perform your company configuration work.
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author: SorenGP
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title: Manage Company Configuration in a Worksheet
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description: The configuration worksheet is the central location in which you can plan, track, and perform your company configuration work.
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author: SorenGP
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# Manage Company Configuration in a Worksheet
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The configuration worksheet is the central location in which you can plan, track, and perform your configuration work. You can create a worksheet for each company that you are working with or create a standard configuration worksheet that can be used for configuring multiple identical companies.
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The first step in preparing a configuration package is to select a company that you have already set up and modified to suit most of your solution needs. This company serves as the baseline for your configuration work on new companies. In the worksheet, you designate the tables that you want your configuration to control and handle. Since most tables in [!INCLUDE[prod_short](includes/prod_short.md)] have relationships and dependencies to other tables, you should also include those related tables as necessary. Together, these tables will then serve as the structure around which you will build a new company. Subsequent steps help you package and then deploy your configuration.

business-central/admin-how-to-prepare-a-configuration-package.md

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title: Prepare a Configuration Package
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description: Learn now to prepare a RapidStart configuration package that can help you set up new companies based on existing data.
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author: brentholtorf
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title: Prepare a Configuration Package
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description: Learn now to prepare a RapidStart configuration package that can help you set up new companies based on existing data.
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author: brentholtorf
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# Prepare a Configuration Package

business-central/admin-migrate-customer-data.md

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title: Migrate Customer Data
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description: You can migrate existing customer data from an existing system to Business Central using RapidStart Services - or just enter it directly into the company.
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author: SorenGP
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title: Migrate Customer Data
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description: You can migrate existing customer data from an existing system to Business Central using RapidStart Services - or just enter it directly into the company.
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author: SorenGP
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# Migrate Customer Data

business-central/admin-set-up-a-company-with-rapidstart.md

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title: Set Up a Company With RapidStart Services
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description: You can set up a new company in Business Central with RapidStart services to enhance productivity by automating and simplifying recurring tasks.
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# Setting Up a Company With RapidStart Services

business-central/admin-use-templates-to-prepare-customer-data-for-migration.md

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title: Prepare Customer Data Migration with Templates
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description: Learn how to use configuration templates to structure existing customer data before you migrate the master data to the new company in Business Central.
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title: Prepare Customer Data Migration with Templates
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description: Learn how to use configuration templates to structure existing customer data before you migrate the master data to the new company in Business Central.
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# Prepare to Migrate Customer Data with Templates
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title: Currencies in Business Central
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description: get an overview of how Business Central defines your local currency versus the foreign currencies that you do trade in.
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---
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# Currencies in Business Central
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[!INCLUDE [finance-currencies-lcy-def](includes/finance-currencies-lcy-def.md)]
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## Currencies
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> [!TIP]
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> In [!INCLUDE[prod_short](includes/prod_short.md)] if you are looking for real time information about foreign exchange (FX) rates or historical rates, you will find it referred to as currency. In addition to this article, see also [Set Up an Additional Reporting Currency](finance-how-setup-additional-currencies.md).
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[!INCLUDE [finance-currencies-def](includes/finance-currencies-def.md)]
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You specify the currency codes in the **Currencies** list, including extra information and settings that are necessary for each currency code. For more information, see [Currencies](finance-set-up-currencies.md#curr)
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### Example of a receivable currency transaction
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[!INCLUDE [finance-currencies-example](includes/finance-currencies-example.md)]
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## Exchange Rates
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The exchange rates are the tool to calculate the local currency value (LCY) of each currency transaction. For more information, see [Update Currency Exchange Rates](finance-how-update-currencies.md).
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## See Related Training at [Microsoft Learn](/learn/paths/use-multiple-currencies-dynamics-365-business-central/)
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## See Also
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[Set Up Currencies](finance-set-up-currencies.md)
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[Update Currency Exchange Rates](finance-how-update-currencies.md)
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[Set Up an Additional Reporting Currency](finance-how-setup-additional-currencies.md)
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[Closing Years and Periods](year-close-years-periods.md)
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[Working with [!INCLUDE[prod_short](includes/prod_short.md)]](ui-work-product.md)
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[!INCLUDE[footer-include](includes/footer-banner.md)]

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