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Full Time Microsoft Business Central Technical Functional Consultant Hi there, are you familiar with ERP software and Microsoft Dynamics Business Central? We are looking for a dynamic consultant to design and implement ERP solutions for our clients to improve the effectiveness of key processes within their business. We look forward to having you on our Malta team! APPLY FOR VACANCY Are you the right candidate? We are looking for a Technical/Functional Consultant who provides objective advice, assistance, and support using Microsoft solutions. Someone who doesn't mind interacting with different clients on a frequent basis and using his communication skills to bridge between the technical and the functional areas of the system. The knowledge would be put into good use to ensure that the system’s functionality is fully utilized, thus minimizing the user's burden of the day-to-day operations and procedures while maximizing the client's investment. Main responsibilities Understanding what the client needs. Come up with solutions and present these to the client. Work with our developers to obtain the best solutions that the client will benefit from. Testing of the solutions proposed to the client and providing the necessary support. Ideal Skill-sets Proactive and representative Fluent in English and ideally Maltese language Excellent administration & problem-solving skills Positive attitude to work, and willingness to learn new things Valid local driver's license Education and Experience Strong Finance background with accounting knowledge (Invoicing, Payments, etc.) Advanced computer literacy in Microsoft Office (Excel / Word / Powerpoint) C/AL and AL development knowledge Experience in different infrastructure options (on-premise, Microsoft Azure, SAAS etc) What do we offer? A pleasant working environment in a young and dynamic team. Varied work, including possibilities of travelling and working from your home. Full support in any kind of education or self-improvement. Flexible working hours 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 - Edit in Microsoft Excel Microsoft Business Central Edit in Microsoft Excel The Microsoft office suite of products are probably the most important and popular products within an office environment. For ages we have tried to get rid of them with no results at all. In a complete change of mindset we are now encuraging the proper use of the suite of products together with the main software being used. Join On Point Academy to view all content Join the academy → Log in → With this in mind the tight integration of Business Central to the office products is all the more important. It’s not about simple dumping of data, but about being efficient in our work and making the best use of the features offered by Microsoft office. With the onset of the Business Central SAAS, we are now able to edit content directly into excel with a couple of easy steps. It’s a feature which is available in most list and tables available within the system. In order to make use of this the following steps are necessary: Go to the usual page within Business Central, such as the Item list. Click on the button share with other apps and choose Edit in Excel After downloading and opening the excel sheet you’ll be prompted to sign into Business Central through Excel itself. This is a one-time setup, only necessary for the first time you’re using Microsoft Excel to edit the data. Once in Excel, you may: Add new records Amend current records Should you need to refresh the data with the current data in the system, maybe to get a fresh copy of data you would simply need to click on the button refresh. Once all the changes are ready simply Publish the changes One key question is when to use this feature. We recommend it in one of the following cases: When we have a large amount of data which has to be updated or amended When we a number of new records are to be inputted in the system Whenever we have the data handy in excel and we’d rather copy and paste it rather than typing it into the system. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Approval Workflow Setup for Purchase Documents Microsoft Business Central Approval Workflow Setup for Purchase Documents In Business Central, you can set up an approval workflow for purchase documents, such that the document will go through a process that requires someone to sign off on the data at a certain stage. Approval workflows might require multiple checks throughout the process and from a variety of different stakeholders. Business Central comes predefined with workflow templates that can be combined with the approval user setup to achieve the approval workflow business process. You can use the workflow templates to define workflows for purchase documents including quotes, orders, invoices, and credit memos. Workflows are carried out based on events and actions i.e. for every event, an action can be defined. The principle of actions and events can be used to define rules for workflows to meet common business process requirements. Join On Point Academy to view all content Join the academy → Log in → To set up an approval workflow for purchase documents; Define the users and approval levels in the Approval User Setup window Define the workflow for the purchase documents by using the Workflow Templates Setting up notifications for approval users. Set up users in the Approval User Setup Search for Approval User Setup , and choose the related link. Create a new line on the Approval User Setup page, and then fill the fields as described in the following table. FieldDescription User IDSelect the user ID of the user who is involved in the approval process.Approver IDSelect the user ID of the user who must approve requests made by the user in the User ID field.Purchase Amount Approval LimitSpecify the maximum purchase amount in LCY that the user in the User ID field can approve.Unlimited Purchase ApprovalSpecify that the user in the User ID field can approve all purchase requests regardless of their amount. Repeat steps 2 and 3 for every user who you want to set up as an approval user. Define the workflow for the purchase documents by using the Workflow Templates You save time by creating new workflows from the available workflow templates. Search for Workflows, and choose the related link Choose the Create Workflow from Template action. The Workflow Templates page opens. Select a workflow template for Purchase Order Approval Workflow and then choose the OK button. The Workflow page opens for a new workflow containing all the information of the selected template. Proceed to create the workflow by editing the workflow steps or add new steps. On the header of the Workflow page, select the Enabled checkbox. You can create unique workflows for your business process. For more information see, Create Workflows . Setting up notifications for approval users You can set up how you want an approver to be notified. The user can be notified by an internal note or by email. Search for Approval User Setup , and choose the related link. On the Approval User Setup page, select the line for yourself, and then choose the Notification Setup action. On the Notification Setup page, in the Notification Type field, choose Approval . In the Notification Method field, choose Note . On the Notification Setup page, choose the Notification Schedule action. On the Notification Schedule page, in the Recurrence field, select Instantly . Using the Approval Workflow Now that we have set up the users and approvers, enabled workflow and notifications, we can see how the approval workflow works. In the image above we have two users set up - David and Mark. We have set Mark as David's approver. We have also set a Purchase Amount Approval Limit of 100 for David. To request approval of a purchase invoice, as David Sign in as David Search for Purchase Invoices and choose the related link Create a new purchase invoice with a total invoice amount of 540. On the purchase invoice, choose the Send Approval Request action Notice that the Status field has changed to Pending Approval. To approve the purchase invoice, as Mark Sign in as Mark On the Role Center, in the Self Service area, choose the Requests to Approve tile. On the Requests to Approve page, select the line about the purchase invoice by David, and then choose the Approve action. The value in the Status field on Alicia’s purchase order changes to Released . You have now set up and tested a simple approval workflow based on the first two steps of the Purchase Order Approval Workflow workflow. 📄 : Approval Workflow Setup for Purchase Documents Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How to Churn Analysis in Microsoft Power BI Microsoft PowerBI How to Churn Analysis in Microsoft Power BI Churn analysis is an important aspect of customer relationship management that every organization must pay attention to. It helps to identify and understand why customers stop doing business with a company, which in turn enables organizations to take the necessary steps to improve customer retention. Join On Point Academy to view all content Join the academy → Log in → Churn analysis is an important aspect of customer relationship management that every organization must pay attention to. It helps to identify and understand why customers stop doing business with a company, which in turn enables organizations to take the necessary steps to improve customer retention. Churn analysis in Power BI typically involves analyzing customer data such as transaction history, frequency of purchases, and communication with the business. By analyzing this data, businesses can identify patterns and trends that can provide valuable insights into customer behaviour. For example, Power BI can be used to analyze the purchasing habits of customers who have stopped doing business with a company. By examining factors such as the frequency of purchases and the types of products purchased, businesses can identify patterns and trends that can help them understand why these customers churned. Another area where Power BI can be useful is in analyzing customer feedback. By examining customer feedback data, businesses can identify areas of weakness in their products or services that may have contributed to customer churn. This can help businesses take the necessary steps to address these issues and improve customer satisfaction. Power BI can also be used to analyze customer engagement. By analyzing data on how customers interact with the business, such as website visits, social media interactions, and email communications, businesses can identify areas where they can improve engagement and prevent churn. How then do we do this in PowerBI? Let’s go into PowerBI. The model used is the model you are familiar with First, we need to have our base measures set. Total Sales 2. Total Customers Now, for our churn measures. Let’s think of the logic together. Say you are managing a business and you need to identify customers that are no longer buying from you. What would you do? How would you go about it manually? Think about this before moving downwards. Well, your guess is as good as mine. To do this manually, you will need to follow the process as thus: Get a list of all customers that have purchased from you Get a list of customers that have purchased from you recently. Recently is relative i.e. it could be a month, two months, three months etc. Compare both lists to identify who is on number 1 and not on number 2 Similar logic is followed for the DAX measure. The Churned/Lost customers can be calculated with the DAX below The Customers_last_365_days variable creates a virtual table containing a list of customers who purchased a product between 365 days ago to 60 days ago. The Customers_last_60_day variable creates a virtual table containing a list of customers who purchased a product between 60 days ago to the current day context provided by the calendar table. The COUNTROWS function counts the number of customers who made purchases in the previous period (Customers_last_365_days) but did not make any purchases in the current period (Customers_last_60_day). If we are losing customers, what that implies is that we are losing potential revenue. The DAX below calculates the potential revenue we are losing out on. Note that the revenue doesn’t necessarily mean that the exact amount will be made if the customer is not churned. It is best interpreted as you are losing a certain percentage of that lost revenue with the customer being churned. For example, If I say Nigeria is a $500 billion economy. It doesn’t mean every company will generate that amount as revenue but companies operating in Nigeria will generate a certain percentage as revenue. That percentage could be as low as 0.000000000000001% and as high as it could get. Now that we have gotten that out of the way. Identifying lost customers is not just sufficient. My Former Boss (Joshua) used to say something. So what? We’ve lost 300 customers, so what? What do we do with that? How does it help us take the next step? The so what can be gotten from understanding what those lost customers bought, where they brought from, their feedback on both the product and service rendered to them etc? Let’s take a quick walkthrough of this together https://www.youtube.com/watch?v=ZO_ESC3VuuE Overall, churn analysis in Power BI can provide organizations with valuable insights that can help them improve customer retention and increase revenue. By identifying patterns and trends in customer behaviour, organizations can take proactive steps to address issues and improve the overall customer experience. If you’re looking to improve customer retention in your business, churn analysis in Power BI is worth exploring Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How To Run Calculate & Post VAT Settlement Microsoft Business Central How To Run Calculate & Post VAT Settlement To determine how much has to be sent to tax authorities, we execute the Calc-post VAT settlement batch job in Business Central. It identifies all VAT entries in the VAT entry window for each VAT posting group combination specified in the batch job filters. It calculates the VAT settlement of open VAT entries from prior accounting periods. Follow the steps below to run the batch job. Join On Point Academy to view all content Join the academy → Log in → STEP 1 : Click on the search icon at the top right and type in “CALCULATE AND POST VAT SETTLEMENT”. Select the related link. STEP 2: An Options window pops up, then fill in the spaces provided as required. OPTIONS Period Date Type Starting Date and Ending Date : Provide the date range of the VAT entries to be settled. Posting Date : Specify the settlement posting date. Document No. : Enter a unique number for the settlement. This field must be filled to run the batch job. Settlement Account : Select the G/L account where the net of the sales and purchase VAT entries will be recorded. Usually, a balance sheet account is selected. Show VAT Entries : Select the check box to display all VAT entries used to calculate the settlement amount for every VAT posting group. Not selecting the check box will display the total settlement for each group. Post : Select the check box to post the VAT settlement. The batch job will only print a test report if the check box is not selected. Show Amounts in Add. Reporting Currency : Check the box to instruct the report to display amounts in previously specified Additional Reporting Currencies. VAT Bus. Posting Group & VAT Prod. Posting Group : Specify the VAT Business and Product posting group in the batch job. STEP 3 : Review or print the VAT settlement by selecting Preview or Print at the bottom of the Options window. STEP 4 : If the Post check box is selected, you will receive a notice enquiring if the VAT Settlement must be calculated and posted. Select YES , then exit the print preview window. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How To Perform Year-End Closing Microsoft Business Central How To Perform Year-End Closing As the end of the fiscal year approaches for most firms, let's have a look at the essential setup and procedures for conducting year-end activities in Microsoft Dynamics 365 Business Central. Let's use the "Accounting Periods" and the "Close Income Statement" approach on Business Central. Join On Point Academy to view all content Join the academy → Log in → METHOD 1 (Accounting Periods) STEP 1 : Click on the search icon at the top right and type in “ACCOUNTING PERIODS”. A list drops down then select the related link. STEP 2: Among the options available select "PROCESS", a list drops down then select "CLOSE YEAR" STEP 3: Select "YES" to confirm the action. This closes the immediate open accounting year and then activates the next accounting year. METHOD 2 (Close Income Statement ) STEP 1 : Click on the search icon at the top right and type in “Close income statement”. A list drops down then select the related link. STEP 2: An Options window pops up, then fill in the spaces provided as required and select OK and the process will proceed. OPTIONS Fiscal Year Ending Date: This date is used to establish the closure date, and it will automatically populate with the last date of the most recently concluded fiscal year. General Journal Template: Select the section where the entries will be placed. (Usually, General is selected). General Journal Batch: Choose the general journal batch that contains the entries. You have the option of creating a new batch if necessary. Document No: The batch job automatically fills this section with the next available number from the No. Series for the journal batch. You may also manually fill up this area. Retained Earnings: Choose the retained earnings preferred to end the fiscal year. Post to Retained Earnings: Specify whether the resultant entries are posted as Balance or Details. Posting Description: Specify the description that will appear with the posting. (The default text is Close Income Statement). Business Unit Code: Select this option if an entry should be created for each Business Unit Code. If the firm is a consolidated company and this option is chosen, separate entries are produced for each business. Dimensions: Select the dimension boxes being used to close the income statement. For each dimension utilized in the GL account, an entry will be made. Inventory Period Closed: Specify the inventory period with an ending date equal to or before the last date of the accounting period to be closed. NB: After running the Close Income Statement batch job, access the journal indicated in the batch job, examine the entries, and publish them. STEP 3: Click on the search icon at the top right and type in “GENERAL JOURNAL”. A list drops down then select the related link. STEP 4: Choose the Batch Name that was used to close the income statement then select OK . NOTE: The posting date for the entries in the chosen batch will start with the letter "C". On completion, an entry is posted to each income statement account, causing its balance to become zero, and the year's outcome is assigned to the balance sheet. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

Continia Document Capture Manage accounts payable processes in Dynamics 365 Business Central. I want a Demo Reduce your manual tasks & eliminate errors Accounting teams dealing with Accounts Payable often grapple with time-consuming and frustrating challenges such as registration errors and disrupted workflows. Even minor mistakes in the intricate tasks involved can result in significant and occasionally severe consequences. Whether you're engaged in data entry, posting, or retrieval, Continia Document Capture serves as an AP automation solution designed to simplify the entire manual invoice processing journey. With Document Capture handling these tasks, you can confidently focus on your work while enjoying a streamlined and efficient process. Set your team up for success Add value to your workday with Document Capture and set your team up for success! Our document capture solution is the best Accounts Payable automation software to help you optimize your business processes efficiently, saving you plenty of time and ensuring you can get home on time. Benefits of Continia Document Capture Data Capture Eliminate tedious and repetitive manual data entry with Document Capture’s intelligent OCR. The software reduces errors and saves you time by recognizing text and placing it in the correct fields in your Business Central. Order Matching Cut down on your confusion, avoid errors, and ensure consistency with Document Capture's automatic three-way matching. Lean back, take it easy and let the software automatically approve invoices within the variance you allow. Approval Workflow Chasing down colleagues to approve invoices is a thing of the past. Document Capture provides you with automated workflows, cutting down on approval waiting times. You can review and approve electronic documents – wherever you are. Purchase Contracts Don't pay for unused subscriptions; ensure you only get involved for what you purchased. With Document Capture, you can ensure correct invoicing, get a clear overview of all your contracts and save time managing them. Why Continia Document Capture? Continia's unique document management tool streamlines and automates the tedious process of document registration, effortlessly analyzing invoices and other documents to extract and scan data automatically. Particularly essential for Business Central users, Continia Document Capture is a must-have. Tailored for seamless integration with Dynamics 365 Business Central, it stands as an effective document management solution that no Business Central user can afford to overlook. Learn more about continia Email Download Ebook

How-to - How To Add A Column Microsoft Business Central How To Add A Column The Personalization mode in Business Central provides various customization options to the typical user. Fields can be added, moved or hidden to suit the user's preference. You can open any page to add a column. 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 : A tab drop downs, select + Field then an Add Field to Page screen appears on the right with a list of columns to select from. Drag the desired field from the Add Field to Page section and drop at the fields heading section to add. STEP 3 : In this illustration, the Due Date column is added. It is dragged and dropped between the Status and On Hold fields. Select Done at the top right corner to confirm the action and it is done. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

An interview about the benefits and use of Jira within MTN in Ghana. Watch the full interview CASE STUDY MTN An interview about the benefits and use of Jira within MTN in Ghana.

How-to - Using Filters in Business Central Microsoft Business Central Using Filters in Business Central Scope Using Business Central without having a good command of the filters is like going for a jog without wearing the running shoes Through this list we aim to provide a comprehensive list of the most popular filtering criteria that may be used within the system. Join On Point Academy to view all content Join the academy → Log in → Filters Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Aged Account Receivables Jet Reports Aged Account Receivables "Aged accounts receivable refers to the outstanding or unpaid invoices owed to a company by its customers or clients. It represents the amounts that are due to the company for goods sold or services rendered but have not yet been received. The aged accounts receivable report organizes the outstanding receivables based on the length of time they have been outstanding. It typically categorizes the receivables into different age groups or "buckets" such as 30 days, 60 days, 90 days, and so on. This provides an overview of the company's outstanding receivables and helps in assessing the collection status. Join On Point Academy to view all content Join the academy → Log in → By analyzing the aged accounts receivable report, businesses can track their outstanding receivables, identify overdue invoices, and prioritize collection efforts. It enables them to monitor cash flow, assess the effectiveness of their credit policies, and take appropriate actions to ensure timely payments. In this article, I’ll show you how to create an aged account receivables which will include the overdue amount and also the not yet due amount. To create this report, we need information from 2 different tables… Customer Cust. ledger entries Procedure Step 1 know where to pull your data from Step 3 Creating Report Options and date range a) Click on the report options tab and fill in as shown. we only apply look up function for Customer posting group and vendor no. Lookup function for Customer Posting Group Lookup function for Customer no b) Go to cell C4 and reference to report options in cell C2 as shown. you can give it the name “As at filter“ Go to D4 and fill in with NP function as shown below C) Not due Got to cell G7 and fill as shown then use NP function in cell G8 D) 30 days due Go to cell H7 and fill as shown Then use NP function in cell H8 E) 60 days Go to cell I7 and fill as shown Then use the NP function in cell I8 F) 90 days Go to cell J7 and fill as shown Then go to Cell J8 and use the NP function G) Over 90 days Go to cell K7 and fill as shown Then use NP function in cell K8 Step 3 Creating the report The report will be grouped by vendor posting group. The vendor posting group is typically used in financial and accounting systems to determine the default general ledger accounts and posting rules for vendor transactions. It helps streamline the process of recording vendor-related transactions and ensures consistency in accounting practices. vendor posting group can vary depending on the organization's requirements and industry. Common criteria may include vendor types, payment terms, tax rules, purchasing policies, or other relevant factors. a. Filling in the formulas go to cell D14 and fill in for the vendor posting group. b. Go to cell E15 and fill in for Vendor no as shown c. Go to cell F15 and fill in for Vendor name as shown d. Go to cell G15 and fill in for not due as shown e. Go to cell H15 and fill in for 30 days as shown f. Go to cell H15 and fill in for 60 days as shown g. Go to cell I15 and fill in for 90 days as shown h. Go to cell J15 and fill in for over 90 days+ as shown Step 4 Creating balance and totals a. Go to cell M15 and fill in as shown b. To calculate the total for each grouping, go to cell d14 and fill in as shown c. Grand total Go to cell F19 and type in as shown below. Step 5 Run your report Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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