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How-to - Adding Exch. Rates manually in currency table Microsoft Business Central Adding Exch. Rates manually in currency table Join On Point Academy to view all content Join the academy → Log in → Go to search and type Currencies and click on link under Go to Pages and Tasks Select the required currency code and click on Process > Exch. Rates Click on New and populate the following fields in the line: Starting Date : date Exchange Rate Amount : rate for the day Relational Exchange Rate Amount : 1 Adjustment Exch. Rate Amount : same as Exchange Rate Amount Relational Adjmt. Exch Rate Amt : 1 Fix Exchange Rate Amount : Relational Currency Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Changing Dimensions Of A Posted Transaction Microsoft Business Central Changing Dimensions Of A Posted Transaction Overview A new feature released recently in Microsoft Dynamics 365 Business Central now allows users to correct the Dimension Value of already-posted transactions rather than reversing the whole transaction and re-posting. Join On Point Academy to view all content Join the academy → Log in → How it's done? Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Posted Purchase Invoice Jet Reports Posted Purchase Invoice A purchase invoice can be any receipt or record of a supplier invoice for goods or services, which also include rent and utility bills. The invoice details are entered manually and the invoice lines are matched to outstanding purchase orders. To create this report, you need to pull out information from the following table. Join On Point Academy to view all content Join the academy → Log in → Procedure Step 1 Know where you are pulling your data from Just as shown below, the NL(Rows) will contain our source of data, which will be pulled from the table “VAT Entry“. The NF (Keys) will be a cell reference, which will be referencing cell $D7, and the fields will be pulled from below the “$D&“ names as shown. Since we now know where to pull our table, keys, and fields from, I’ll show you how to do that here. Once you are done creating the functions, you can remove the names on the last row. They are just there to guide you on the name to put in the field when filling in the formulas. filling the formulas for the NL function. Fill in as shown below Filling the formulas for the NF function Fill in as shown below. Note: use the same procedure to fill in all the NF functions. the key will be the same, just the field will be different. Filling in the NL Formula for Purch. inv Line. Fill in as shown below. Note that we apply a filter (Document No) here, referencing no. pull from Purch. inv. Header. Filling the formulas for the NF function. After filling in the formulas, it should look like this. Step 3 Running your report. When you run your report, it should look beautiful as shown below. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How-to-Use NL (Columns) Jet Reports How-to-Use NL (Columns) NL is a useful function in Jet Reports that help you create custom reports quickly and easily. The NL function can be used in conjunction with (“Columns”) to insert a copy of the entire column of each value that meets the Filter criteria, allowing your report to display the values on the column from left to right. Here are the steps to create a report that shows the customer names on each column Open your Excel report and navigate to the Jet tab. Click on the NL function under the Tools section. Join On Point Academy to view all content Join the academy → Log in → 3. Fill in the fields as follows: What tab: Column Table tab: Customer Field tab: Name 4. Click on OK. 5. Once that is done, you should see a display of the customer names. 6. Give your column a title. 7. When you run your report, you should see the customer names displayed from left to right. By following these simple steps, you can effectively use the NL function with (“Columns”) to create a report that displays the desired values on each column Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How To Remove A Column Microsoft Business Central How To Remove A Column The Personalization mode in Business Central offers the average user a variety of customizing options. Fields can be added, moved, or removed to fit the user's preferences. To delete a column, open any page. For the purposes of this illustration, we will use the purchase invoices page. Join On Point Academy to view all content Join the academy → Log in → To add a column or field; STEP 1 : Select the Settings symbol, marked red at the top right corner and then select Personalise . STEP 2 : For the purposes of this illustration, the Status column will be removed. Move the mouse pointer to Status and click on it. A list of options drops down then select Remove . Select Done at the top right corner to confirm the action. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

Full Time Dynamics Business Consultant As a Dynamics Business Consultant, you will play a pivotal role in driving the success of our clients' Dynamics 365 projects. You will be responsible for providing expert consultancy, analysis, and support to clients to ensure the effective deployment and optimisation of their Dynamics 365 systems. Your role will involve working closely with clients to understand their unique business requirements, designing tailored solutions, and facilitating the implementation process. APPLY FOR VACANCY Key Responsibilities: Conduct in-depth business analysis to identify client needs and requirements. Design and develop Dynamics 365 solutions, customising the platform to meet specific business goals. Lead client workshops and provide expert advice on system configuration, integration, and data migration. Collaborate with project teams to ensure timely delivery and successful implementation of projects. Provide ongoing support, training, and guidance to clients to maximise the value of their Dynamics 365 systems. Stay up-to-date with the latest Microsoft Dynamics trends and technologies. Qualifications: Bachelor's degree in Business, IT, or related field. Previous experience as a Dynamics Business Consultant or similar role. In-depth knowledge of Microsoft Dynamics 365, including configuration, customisation, and integration. Strong problem-solving skills and the ability to understand and address clients' complex business challenges. Excellent communication and interpersonal skills. Relevant certifications in Dynamics 365 will be a plus. What We Offer: Competitive salary and benefits package. Exciting opportunities for career growth and development. Collaborative and dynamic work environment. Chance to work with a diverse range of clients and industries. Apply for Vacancy Select Position Upload CV Upload PDF or Word Document (Max 15MB) Apply for vacancy → Thank you for submitting. We will be in contact with you shortly.

How-to - Setting up Key Personalizations Microsoft Business Central Setting up Key Personalizations The aim of this change is to allow the user to define a set of personalization which will be utilised by the persons using the same profile. A very important note here is that the personalization is define at profile level. Join On Point Academy to view all content Join the academy → Log in → Approaches to Personalization Directly from Settings Profile (Roles) Directly from Settings Click on the settings button on the top right corner of the screen. Then from the drop-down menu click on Personalize. This process allows the user to personalize the page that is currently opened. To extend the options, you might need to click on more, for more options. The user can click on “+ Field” to add new fields on the page. Also, when the mouse is hovered around a field, an arrow appears at the top right corner of the field and from there the user can either freeze the pane, move it to preferred place, or remove it entirely. When personalization is completed, click on done. However, the user can click on clear personalization to clear the changes that have been made. Profile (Role) The user may choose to set a particular form for a specific role. With this the user must change their current role to the specific role they desire to set a customization for and then customize the pages as they deem it. To change their role, the user must follow the steps below. Starting off the Personalizations The process may be started off by: Clicking on the search button, search for Profiles (Roles) Click on the Profiles (Roles) Click on Related then click on User Personalization List Select the user you want to change the role of Change to role to your needs Important These personlizations will be transferred over to the user who are using the same profile The user may still decide to amend their own personalizations. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - NAV: Sugest vendor payments Microsoft Business Central NAV: Sugest vendor payments This document helps you understand how to use Suggest Vendor Payments functionality. This functionality helps you easily create payments for all pending invoices recorded within NAV. Join On Point Academy to view all content Join the academy → Log in → Suggest payment Search for Payment Journal and click on related link Click on Suggest Vendor Payments on the Prepare Actions Group Insert Last Payment Date , Posting Date and Starting Document No . and click OK The functionality will create a payment for each pending document (open Vendor Ledger Entries that have the proper Document Type) Vendor Ledger Entries If you click on Summarize per Vendor payments for each Vendor will be grouped and created as such Click on Post in a Posting Actions group to post all created payments Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How to use and create Account Schedules Microsoft Business Central How to use and create Account Schedules This document helps you understand how to create and use Accounts Schedules. They are used to arrange listed accounts in the chart of accounts into groups that provide information to company management. You can use these arranged groups of accounts for analysis of your business such as cash flow, profit calculation, the profitability of departments etc. Join On Point Academy to view all content Join the academy → Log in → Account Schedules To create a new Account schedule: type Financial Reports in the Search Box and click on the related link In the Home tab, click on New Fill in Name , Description and Row Definition If there is no predefined Row Definition or if you want to create a new one, on the Home tab in the Process action group click on Edit Column Definition . Click on the dropdown next to the Name of Column Layout On the Home tab click on New and fill in the Name and Description To edit information choose the Column Layout you want to edit and click on Edit Column Definition in the Process action group. To continue in the Financial Reports setting navigate back to Financial Report Names. On the Home tab, in the Process action group click on Edit Financial Report to start defining rows of Financial Report. Fill in the rows with accounts you want to group, they are listed in the chart of accounts Example of completed Financial report for Cashflow To print a completed Financial report, on the Home in the Report action group click on Print On the top row, you can choose if you want to print it or save it to your computer Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How to set and use No. Series in Business Central Microsoft Business Central How to set and use No. Series in Business Central This document is a quick reference to how to set and use No. Series in Business Central. No. Series provides automatic numbering of invoices, customers, vendors, etc. Each document is given a number automatically. Join On Point Academy to view all content Join the academy → Log in → No. Series Navigate to No. Series -insert No. Series to the search box and choose the related link Click on +New In the new line insert Code and Description and click on the blank field in starting Fill in Starting No., Ending No. and Warning No.: Starting No. = Number of the first invoice Ending No. = Number of the last invoice Warning No. = Business Central will remind you that almost all numbers are uses and it’s necessary to create a new No. Series However, there are more options on how to create the No. series. For example, you can use different No. Series for every year. To do so fill in starting date, e.g.: To set up where the No. Series is supposed to be used navigate to Sales & Receivable Setup (use SearchBox) and in Number Series Tab choose particular No. Series for the related document. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Continia for Business Central Microsoft Business Central Continia for Business Central Use Business Central to Connect Receipts with Cash and Credit Card Transactions Keep track of employee expenditures in and away from the office in real-time. This solution provides easier-than-ever registration and approval of business-related expenses and travel activities using Business Central, a unique Expense app, and a Web Portal. Join On Point Academy to view all content Join the academy → Log in → Hassle-Free Expense Handling Working in finance, for instance as a bookkeeper, you want a complete, real-time overview of company expenses sometimes even before everything is approved. Maybe you are familiar with the situation at the end of the month where employees drop off a pile of receipts to register manually. The essential functionality in Expense Management ensures that all employee transactions are automatically imported into Business Central providing you with a complete overview of employee spending. As an expense user, you can submit your expenses in either the unique Continia Expense App, or via the browser-based Continia Expense Portal by taking a picture of your receipt or forwarding an email and fill out the required fields (only when those details aren’t automatically captured from the credit card transaction) and send it directly for approval. You register the purchase at once and handle your expense reporting simultaneously, which means no more keeping track of old receipts. As an approver, you get a daily bundled overview of all expenses and get an instant insight into all employee spending. Furthermore, you can forward documents and delegate approvals upon being out of the office for a period. Feature Overview Essential Basic functionality to handle expenses. Available in the Expense App, Expense Portal, Web Approval Portal and Business Central Expense App for iOS and Android Notifications in the Expense App Continia Expense Portal Continia Web Approval Portal Approval workflow Edit approved documents in Business Central Business vendor posting Create reports Pre-approval of reports Attach a photo of a receipt Attach a PDF document to an expense Configurable fields Automatic archive Create templates Visible VAT amount Feature Overview Match Credit Card Transactions with Expenses Automatically Additional functionality Seamless integration with major credit card providers makes it easy to import credit card transactions, reconcile them automatically with expenses and follow up on missing expense documentation. Registered credit card transactions are matched with reported expenses, and if a receipt is missing for an expense, the system automatically creates an expense and sends it off to the right expense user. The expense will appear in the user's mobile app with a reminder to submit the missing documentation. As soon as the expense has been reported, it is sent automatically to Business Central. Credit card integration Automatic matching Transaction information used for expenses Reminders Credit card agreeement activation flow Additional functionality Create Mileages The mileage functionality makes it easy to register and submit mileage expenses, either in the mobile app or in the browser-based Expense Portal. The smooth integration of Google Maps ensures that users always get the correct route calculation and are reimbursed accordingly based on rates you control in Business Central. Adding to the user-friendly overview, the app displays an image of the chosen route. This image can also be viewed in Business Central, along with all other relevant mileage details. For regular routes, expense users can easily create templates for these to save time on manual typing. Available in the Expense App, Expense Portal, Web Approval Portal and Business Central Notifications in the Expense App Submit mileages from a smartphone or the Expense Portal Mileage registration with Google Maps integration Add via point to mileage View of mileage route in Business Central Capture location Create template Additional functionality Create per Diem Per diem, or daily calculation of allowances for accommodation and meals, is an integrated part of Expense Management. The feature includes special country requirements and allows users to send in reports directly from the mobile app or from the Expense Portal, by specifying travel period, accommodation, and meals per day. Reimbursement rates, posting account, and rules are all configured in Business Central. Available in the Expense App, Expense Portal, Web Approval Portal and in BC Notifications in the Expense App Calculate the number of travel days and meals Rate setup and amount calculation Support for multiple country rates Daily allowance Create templates Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How to use Copy document function Microsoft Business Central How to use Copy document function This document is as a quick reference to use copy document function. Join On Point Academy to view all content Join the academy → Log in → Copy document function We have posted sales invoice but then we´ve found out that there is an error in quantity for example Type Sales credit memo into search box and click on the link Click on +New Click Enter to create blank sales credit memo You can either fill in all customer information or use copy document function to copy information from existing document you want to correct Go to More options → Actions → Functions → Copy Document Insert information about the document you want to correct: Document type Document No. The document has been copied and can be posted Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →