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How-to - Unveiling the Power of the "FORMULATEXT" Function in Excel Jet Reports Unveiling the Power of the "FORMULATEXT" Function in Excel Excel is a powerful tool that offers a wide range of functions to enhance data analysis and manipulation. One such function is FORMULATEXT, which often remains hidden in the depths of spreadsheets. Have you ever come across an Excel spreadsheet filled with complex formulas, but struggled to understand how they work? Hidden formulas can be a source of frustration and confusion, making it difficult to troubleshoot errors or make updates. FORMULATEXT is a useful function that allows you to unveil the mysteries of hidden formulas and gain a deeper understanding of how calculations are performed in Excel. In this article, we will explore the power of FORMULATEXT and its applications in spreadsheet management, troubleshooting, and formula manipulation. Join us as we uncover the secrets of FORMULATEXT and learn how it can revolutionize your Excel experience What can FORMULATEXT be used to track : Understanding complex formulas: By using FORMULATEXT, you can easily reveal the formulas in otherwise hidden cells. This allows you to comprehend the logic and structure behind complex calculations, making it easier to understand and modify them if necessary. Error troubleshooting: When encountering errors in your spreadsheet, FORMULATEXT can be a valuable tool for pinpointing the source of the issue. By revealing the formulas in error-prone cells, you can identify any discrepancies or mistakes and take corrective action. Formula auditing: FORMULATEXT enables you to perform thorough formula audits by extracting and analyzing formulas across multiple cells or ranges. This can be particularly useful when reviewing large datasets or when working on collaborative projects. Updating and modifying formulas: With FORMULATEXT, you can quickly identify cells containing specific formulas, allowing for targeted updates or modifications. Whether you need to add new formulas, replace existing ones, or make adjustments, FORMULATEXT helps streamline the process and ensures accuracy. Documentation and sharing: The ability to extract formulas using FORMULATEXT makes it easier to document and share your spreadsheet models. You can capture and preserve the underlying formulas, ensuring that the logic and calculations are well-documented for future reference or when collaborating with others. How does it work? let’s say we want to use the FORMULATEXT with one of our Financial reports, the Cashflow report, and we want to show the formula used in each cell. in this case, we want to be able to identify where we use the Jet report formula to the Excel formula. Step 1 Add a title for the new column . Leaving just a column as a space, we give the new column that will contain the formulas a title as shown below. Step 2 Adding the formula we will now use FORMULATEXT to show the formula used in each row on column H. To do that, go to cell J10, click the sign “=“ and fill in as shown. when the filling-in is done, click enter and the formula will display as shown below. Step 3 Adding text to the formula Let’s modify the formula by adding text to it. e.g., we want to say something like the formula used in this cell is … Go back to cell J10 and hit the equal to sign “=“ again. then fill in as shown below. When you click ok or enter, you should have it as shown below. We can now drag to copy the formula throughout the Excel work. Step 4 Specifying formula for each cell. We might want to make the report a little bit better by saying “The formula used for each cell is“! Though we can just type the formula in each cell instead of dragging to copy the formula to other cells, this will take longer. Here is an example of a modified formula you can use so that when you drag the formulas, the cell referencing changes also. we want to show this now… “The formula used in cell H10 is“, “The formula used in cell H11 is“ etc … To achieve this, fill in Cell K10 as shown below. When you click enter, you should be able to see the formula as shown below. When you drag your formula down, the cell will change automatically. Enjoy Join On Point Academy to view all content Join the academy → Log in → Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Creating a new Campaign Microsoft Business Central Creating a new Campaign The scope for this procedure is to look at the step-by-step required to create a new Campaign within the system. Join On Point Academy to view all content Join the academy → Log in → Step-by-step guide Accessing the Campaigns Go to the search button Search for Campaigns Click on Campaigns Creating a Campaign Click new Insert the Details The newly made Campaigns will be auto saved Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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How-to - Business Central US - IRS 1099 Microsoft Business Central Business Central US - IRS 1099 This document describes how to set up Vendors as 1099, how to mark already posted entries for reporting of 1099 and how to actually send a report to particular Vendors from BC. Join On Point Academy to view all content Join the academy → Log in → How to set up Vendor as 1099 Navigate to Vendor Card Go to “Payments” section Press on “Show more” Fill in the “IRS 1099 Code” with the desired code Marking the Vendor as 1099 only influences newly generated Vendor Ledger Entries from the time of setup onwards (Vendor Ledger Entry is generated upon Purchase Invoice or Purch. Cr. Memo posting). In order to report entries that have already been posted, the Vendor Ledger Entries must be marked with a 1099 code manually. How to mark historical Vendor Ledger Entries as 1099 In order to include Vendor Ledger Entries in 1099 reporting and submission, they must be marked with a 1099 code. Even though users are not able to change Vendor Ledger Entries after they are created, the “IRS 1099 Code” field is always editable and can be changed. Navigate to Vendor Card Use action “Ledger Entries” in “Vendor” tab Filter for desired Vendor Ledger Entries of type “Invoice” or “Credit Memo” and scroll right to columns “IRS 1099 Code” and “IRS 1099 Amount” The “IRS 1099 Code” needs to be set in order to include the entry in reporting and submission The “IRS 1099 Amount” can be set to full or partial amount of the document, this amount will be reported and submitted Only Vendor Ledger Entries of type Invoice and Credit Memo are reported How to submit 1099 electronically and inform the vendors Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Sales Invoice & Copy Document Microsoft Business Central Sales Invoice & Copy Document You create a sales invoice or sales order to record your agreement with a customer to sell certain products on certain delivery and payment terms. Join On Point Academy to view all content Join the academy → Log in → There are a couple of scenarios where you must use a sales order instead of a sales invoice : If you need to ship only part of an order quantity , for example, because the full quantity is not on hand. If you ship products after you post the corresponding sales invoices . If you sell items that your vendor delivers directly to your customer , known as drop shipment . In all other aspects, sales orders and sales invoices work in the same way. You can negotiate with the customer by first creating a sales quote , which you can convert to a sales invoice when you agree on the sale. To create a sales invoice 1. Choose the search icon , enter Sales Invoices , and then choose the related link. 2. Click on New on the Sales Invoices page . 3. In the Customer field, enter the name of an existing customer. 4. Fill in the remaining fields on the Sales Invoice page as necessary. Hover over a field to read a short description. 5. On the Lines FastTab, in the Type field, select what type of product, charge, or transaction that you will post for the customer with the sales line. 6. In the No. field, select a record to post according to the value in the Type field. You leave the No. field empty in the following cases: If the line is for a comment. Write the comment in the Description field. If the line is for a catalog item. Choose the Select Catalog Items action. In the Quantity field, enter how many units of the product, charge, or transaction that the line will record for the customer. 7. In the Quantity field, enter how many units of the product, charge, or transaction that the line will record for the customer. The value in the Line Amount field is calculated as Unit Price x Quantity . The price and line amounts are with or without sales tax, depending on what you selected in the Prices Including Tax field on the customer card. 8. If you want to give a discount, enter a percentage in the Line Discount % field. The value in the Line Amount field updates accordingly. If special item prices are set up on the Sales Prices and Sales Line Discounts FastTab on the customer or item card, the price and amount on the sales line automatically update if the price criteria is met. 9. In the Invoice Discount Amount field, enter an amount that should be deducted from the value shown in the Total Incl. Tax field. If you have set up invoice discounts for the customer, then the specified percentage value is automatically inserted in the Invoice Discount % field if the criteria are met, and the related amount is inserted in the Inv. Discount Amount Excl. Tax field. 10. When the sales invoice lines are completed, choose the Post action. Copy Document It is used to copy document lines and header information from another sales document to your current document . You can copy a posted sales invoice into a new sales invoice to quickly create a similar document. To create Copy Document in Sales Invoice 1. On the Sales Invoice page , click on Prepare and Go to Copy Document . 2. Proceed to fill the necessary fields of the Sales Document you want to copy. 3. Click on OK . Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Adding Custom Layouts and e-mail addresses to individual Customer Cards Microsoft Business Central Adding Custom Layouts and e-mail addresses to individual Customer Cards Customers in Microsoft Dynamics Business Central (BC) can be assigned with distinct document layouts (e.g. sales invoice, sales credit memo) and e-mail body templates. Multiple e-mail accounts can be linked to these layouts. Join On Point Academy to view all content Join the academy → Log in → Step-by-step guide Navigate to the Customer Card and from the task bar click on Navigate > Customer > Document Layouts Under the Usage column select the document you want to configure from the drop-down, e.g Invoice Complete the setup as follows: Report ID : 1306 (Report Caption will be updated automatically by the system) Custom Layout Description: Select the customer layout report pre-set in the system Sent to Email : insert e-mail accounts of contacts you want to send documents to, separated by a semicolon ; Use for Email Body : Tick this box if you want to attach a pre-set e-mail body Email Body Layout Description : Select the customer layout report Press close Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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Two-Part Webinar Series Why Estimation and Forecasting are Crucial in Agile Projects Register Count every Seconds Until the Event 00 Days 0 0 : 00 Hours 0 0 : 00 Minutes 0 0 : 00 Seconds 0 0 About the Webinar In collaboration with 55 Degrees, we’re excited to bring you a two-part webinar series designed to enhance your Agile estimation and forecasting skills. These sessions are crafted to help you achieve greater precision in your projects by leveraging powerful tools and expert insights. Speakers Margaux Fiche Head of Customer Experience, 55 Degrees Margaux is a key member of the 55 Degrees team, dedicated to ensuring customer success and helping you maximize the value of our products. With a passion for problem-solving and a commitment to customer support, Margaux is here to answer your questions and provide assistance in French, English, and Swedish Julia Wester Co-CEO, Co-Founder, 55 Degrees Julia is the Co-CEO and Co-Founder of 55 Degrees. With a background as a web developer, manager, and consultant, she has consistently focused on creating strategies to achieve more with less stress. Topics These sessions are crafted to help you achieve greater precision in your projects by leveraging powerful tools and expert insights. Register Now 👇 Estimate Right with ActionableAgile™ Analytics 4th September | 1PM GMT Delivered by Margaux Fiche from 55 Degrees, this session will focus on advanced estimation techniques to improve project accuracy. Register Here Forecast Better with Portfolio Forecaster 11th September | 1PM GMT Join Julia Wester from 55 Degrees as she demonstrates how to make data-driven forecasts that keep your Agile projects on track. Register Here Why Should you Attend This isn’t just another webinar—it’s your gateway to mastering the most challenging aspects of Agile project management. By attending, you’ll gain: Practical Techniques: Learn actionable methods to enhance your estimation and forecasting skills, ensuring your projects are delivered on time and within scope. Expert Guidance: Benefit from the knowledge of Margaux Fiche and Julia Wester, two leaders in the field who will share their expertise and best practices. Hands-On Demonstrations: See real-world examples of how to use ActionableAgile and Portfolio Forecaster to improve your team’s performance. Whether you’re a Scrum Master, Agile Coach, Developer, or Project Manager, this series is designed to equip you with the skills needed to succeed in today’s Agile landscape. Don’t miss out—reserve your spot now and take the first step towards more accurate, reliable Agile projects.

How-to - Using Report Wizard to Create a Trial Balance Report Jet Reports Using Report Wizard to Create a Trial Balance Report This report shows a trial balance for each no. and also the total for all. Open your excel report and go to the Jet tab. Join On Point Academy to view all content Join the academy → Log in → You should be able to see all the features. some of the features we will be using are (Design, Run, Jfx, Report options, and Report Wizard). Navigate to Report Wizard. On the pop-out, fill: Data Source (your choice) Company (name of the company you are creating the report for) Table (On the report you’ll like to create) 2. On filling in the necessary data, click on next and select the fields you’ll be using. 3. Apply Filter if necessary 4. You can group by any column order you want 5. You can sort by any column order you want. e.g. (sort by 'Balance' and choose either Ascending or Descending). 6. Always select mark Balance in Total. It allows you to see the Ground Total. 7. On Format, make sure you mark 'Add basic Excel formatting to the report'. 8. Click on Review to recheck and make sure everything has been selected correctly. Then click Finish. 9. After you click finish, this should pop up. 10. Run the report, and then your report is ready If you encounter any problems, please contact habib@onpointserv.com Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

With Jira for Construction, Handle Complex Construction Projects through One Single System. Join the Hub, Enjoy Project Management better Digital scheduling, Collaboration & Communication Get started for free Your Agile World-Class Software for Digitising Project Construction Project Document Workflows Templates Versioning Notifications Ideate faster than ever Capture and prioritise ideas and align everyone with product roadmaps - all in one single Jira platform. Jump in on the best, ready-to-use templates Stay afloat of everything! Jira syncs with your product requirements, exactly how you want it. Assign workflows to teams, engage customers for efficiency An Interactive Roadmap Unlock collaboration and visualisation challenge Add Epics Map work items Manage Dependencies Let’s get your teams and stakeholders aligned and informed Enjoy work more, grid less! 1. Recruitment Jira and Confluence Accomplish more together. Confluence is your remote-friendly team workspace where knowledge and collaboration meet. Plan Plan and view work in one place. Map dependencies using Jira roadmap. Shared Focus Track the big pic within in the team. Stay in sync on progress and priorities. Communication Keep stake holders informed. Drive comments and Drive discussions on the go. 2. Onboarding Documentation Workflows Document Real-time editing Co-edit together in real-time and publish updates that highlight changes tracked with version history. Chat Commenting Make it a team effort with in-line and page comments, likes and visual elements, such as images, GIFs and emojis. Notification Notification Alert your team mates when you tag them or assign a task so everyone stays on top of progress. One Single Source of Documentation Templates Find templates from product requirement documents to marketing plans so you can jump in. Page Versioning Track and view the history of changes to each page, compare versions, and revert changes. Macros Add interactivity to Confluence pages with extra functionality or dynamic content. Thousands of thriving construction project managers do it the JIRA way! Trusted by over 40,000 companies worldwide Start your free trial now! Learn more about Jira for Construction Download free eBook → 3. Operations Jira Service Management Provide service and support without the cost and complexity of traditional ITSM solutions.

How-to - VAT Reports and Settlement of VAT period Microsoft Business Central VAT Reports and Settlement of VAT period The VAT Statement report in Microsoft Dynamics NAV is a schedule which can be configured by the user in order to settle VAT. This can be design to facilitate the filing of the VAT Return. The Calc. and Post VAT Settlement is the function which will ultimately settle the VAT for the period in the VAT Entries table and G/L Entry. It is highly recommended that both reports are matched before the settlement is posted Join On Point Academy to view all content Join the academy → Log in → Running the VAT Statement Report Click on Search function, type VAT Statements and select VAT Statements : Select the report required from the list and click on Print Before we start, make sure to click Show more . Populate fields required as follows: Set Starting Date and Ending date for the VAT Quarter required. Dates can be set from the calendar drop down option. Set 1st option for Include VAT Entries set as Open. Set 2nd option for Include VAT Entries as Within Period Switch on Round to Whole Numbers (Optional) The user has to the option to issue the report both in base currency (LCY) or Additional Reporting Currency (ACY). Switch on Show Amounts in Add. Reporting Currency to issue report in ACY Press Print to issue report Running the Calc. and Post VAT Settlement Click on Search function, type VAT Calc. and select Calculate and Post VAT Settlement Populate fields required as follows: Set Starting Date and Ending date for the VAT period required. Dates can be set from the calendar drop down option. Posting Date should be set with the date when VAT return is due. Document No. is user defined and shall be populated manually by the user. Set Settlement Account to 20670 (VAT Liability Account) Switch on Show VAT Entries Switch on Show Amounts in Add. Reporting Currency to issue report in ACY Press Print to issue report N.B. Post shall only be ticked and report re-run when VAT reports are analysed and approved. This process will transfer all VAT Entries for the period to the VAT Liability account. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →