Search this site

Jet Reports Using Report Wizard A Report Wizard is one of the Jet Features in the ribbon tools that allow us to do some cool stuff using Jet Report. A Report Wizard makes building reports easy by guiding you through a series of questions to help you generate your report. A Report Wizard let you mark out the fields you wish to include in a report, allowing you to add a filter, group, sort, and also layout you want to use for your report. I’ll show you how to create a Trial Balance using Report Wizard in this report. What do you understand by Trial Balance Report? The trial balance report shows the balance of each nominal account at a particular point in time. the report might include debits and credits posted to each account. our trial balance report will be created from the G/L Account table with the following Fields; No, Name, Date, Income/Balance, and Balance. Procedure. Step 1 Open your Report, Wizard Just at the ribbon under the Jet Report section, you should be able to see Report Wizard as shown below. Click on that, then a new window will pop up, just like we have below. Select the table you want to create your report from, then click on ok as shown below. that will take you to the next page. Step 2 Selecting the fields and applying the necessary criteria Field Select the field you want to show in your report in the (Add Fields) by searching the name of the fields on the search tab. the selected fields will be shown in the Column order box, then click on next. Filter Group Sort We sort our balance in descending order, from the highest to the smallest. Total We want our report to show the total balance, so we select it also. Format We want to be able to edit our report after creating it with Report Wizard, so click to add basic Excel formatting. Step 3 Review your report Once you are done selecting, click on next. this will take you to a page to show you all you’ve done so far. Once you’ve cross-checked your work, you can click on finish. This will automatically create your Report, and it should be like this. Step 4 Running your report. Once you have your report created, you can then run your report. When you do that, it should be like this. 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 →

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 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 →

Microsoft Business Central Exchange Rates in Microsoft Dynamics 365 Business Central Introduction The aim for this tool is to allow accountants and finance professionals to download the daily exchange rates from Currency Exchange Rates - International Money Transfer | Xe source directly into Microsoft Dynamics 365 Business Central . This may be done for each company within the instance, allowing the user to define the company parameters. Join On Point Academy to view all content Join the academy → Log in → Why do we need it? This app is not the natural choice when we have euro-group of companies or a euro company however this changes as soon as we are faced with a group of companies that have a number of companies operating with different base currencies. By having one single source of information such as XE, we are ensuring that no fictitious differences on exchanges are created, which are usually created as a result of reworkings and rounding of numbers. Key Parameters per company Domain Address API Key Username Base Currency Key Advantages One common source of currency exchange rates Less exchange rate differences Less reconciliation issues Making use of an internationally-accepted data source Pricing €200 one-time installation or for existing On Point Customers - 2 hours from a package of hours €25 monthly fee per instance Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Atlassian Academy Atlassian Connect - Malta 21 October 2022 at 08:00:00 RSVP Atlassian Connect - Malta 23 June 2022 at 07:30:00 RSVP Jira Software Workshops - Demo 19 January 2022 at 09:00:00 TICKETS Jira Software for Construction and Real Estate 23 March 2022 at 12:00:00 TICKETS Jira Software for Banking 9 March 2022 at 12:00:00 TICKETS See all events → Available Courses Advanced Beginner Intermediate Course Jira Admin Course Understand How to Set up and Desgin Jira as an Admin Learn more Course Jira Cloud Fundamentals Beginner Course to Get Started with Jira Learn more Course Manage Agile Teams in Jira A Team Leader's Guide to Jira Cloud Learn more Related Articles Access our resources loaded with insightful articles , how-to 's and recorded webinars See all how-to's →

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 →

Jet Reports Report Options Introduction When Creating a report with Jet, Report Options are created to allow us to select specific filters to narrow down the report to show just the information you want to see. Report Options are mainly created for Jet’s particular users (Viewers). This gives them the ability to apply some specific filter to the report without changing the report itself. Report Options show as a pop-out window when you try to run a Report (built with report Report Options) just as shown below. Procedure. Step 1 Creating Report Options The Report Options Function on Excel Ribbon Tools is the key to creating Report options. When Click on the Report Options tab, the Window pop-out empty like this You can then Fill in the spaces as shown below Title = Start Date Value = 1/1/2022 Tooltip = Select a start date of your choice. For the look-up, I’ll show you how to use that later. use the same procedure to fill in the End date also, and your result should look like this. Once this is done, a new sheet named Options is created automatically. Step 2 Tags For creating a Report Options page We have a required and optional tag to create our report options Required tags Creating a Report Options window requires the use of three tags which include, Option, Titles, Values. Optional tags Two additional tags can be used to add functionality to Report Options windows which are, Lookup and Tooltip. Required tags Option The Option must always be in column A, any row that has OPTION in column A has become an option in the report options. Titles This creates a title for the options. it is always in the columns next to “Option” Values You can create value for your option here. Join On Point Academy to view all content Join the academy → Log in → Procedure. Step 1 Creating Report Options The Report Options Function on Excel Ribbon Tools is the key to creating Report options. When Click on the Report Options tab, the Window pop-out empty like this You can then Fill in the spaces as shown below Title = Start Date Value = 1/1/2022 Tooltip = Select a start date of your choice. For the look-up, I’ll show you how to use that later. use the same procedure to fill in the End date also, and your result should look like this. Once this is done, a new sheet named Options is created automatically. Step 2 Tags For creating a Report Options page We have a required and optional tag to create our report options Required tags Creating a Report Options window requires the use of three tags which include, Option, Titles, Values. Optional tags Two additional tags can be used to add functionality to Report Options windows which are, Lookup and Tooltip. Required tags Option The Option must always be in column A, any row that has OPTION in column A has become an option in the report options. Titles This creates a title for the options. it is always in the columns next to “Option” Values You can create value for your option here. Optional tags Lookup This allows users to select a value or set of values from a drop-down list, this can be done using the Jet function “NL(lookup)“. Tooltip This provides you with useful information when you hover over an option in the Report Options window. Step 3 How to use your NL(Lookup) NL("Lookup") function is to simply pull a list of values from the database. For example, if a list of customer numbers ("No.") from the "Customer" table is desired then the function would look something like this: Step 4 Linking your report Option to your report. Since we created our report options, I’ll show you how to link the Report Options page to your report. we will link this report option to the “Customer Sales Report“ we’ve created. As we already know, the report option helps us narrow down our report. now, will filter our report with the date range and customer no from the report options. The filter will be applied on “D5“ and “H5“. customer no. the filter will be applied to NL(rows). “D5“ while the Date range will be applied to “H5“. When we applied this filter, we will be able to run our report for a particular date and also for customer no. we only want the report to show. The amount here is our main concern, we want the amount to display concerning time. so, we apply our date filter here. Click on the Jet formula you use to create the Amount, when the report wizard pops out, scroll down to the filter. under the filer field, search for the date and select the posting date as shown below. Click on the next box on the right side “Filter“. Once you do that, go to Nested Jet Function and click on the drop-down. On the drop-down, click on the NP function. Once you click on the NP, a new window will pop out where we fill in the required information. On “What”- fill in “Date filter“ On the start date, click the insert report option at the top. This will open the report options where you can now select the start date. select that and then click add. do the same for the End date. When you’re done adding the date range, click back and then ok. Adding customer No. as a filter to NL(rows) D5. Click on the NL function to get access to the report wizard. then fill in as shown below. To fill in the filter box here, just click on the “Insert Report Options“ and select No. Step 5 Running our report. Anytime you click on the run icon, the report option pops out for you to select or fill in how you want to apply your filter to the report. As shown here, I run the report for (First January) 1/1/2022 to 12/1/2022 (First December) and I also want the report to show for just some particular customers, so I select from the lookup just 4 No. when I run my report, it will display for that particular period and just the 4 customers. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Jet Reports Trial Balance Report A trial balance report is a financial report that lists all of the accounts in a company's general ledger along with their ending balances for a specific period of time, typically a month or a quarter. The purpose of the trial balance report is to ensure that the total debits equal the total credits in the ledger, which is an indication that the accounting entries are balanced. The trial balance report can help businesses to identify errors in their accounting records, such as incorrect journal entries or transposition errors, which can cause the debits and credits to be out of balance. If there are any discrepancies in the report, the company can investigate and make adjustments as needed to ensure the accuracy of its financial records. Join On Point Academy to view all content Join the academy → Log in → The trial balance report is often used as the basis for preparing financial statements such as the income statement, balance sheet, and cash flow statement. It is a valuable tool for internal financial management and is also required by external auditors during an audit of a company's financial statements. Let’s see how to do this with Jet Reports. Open your excel report and go to the Jet tab. Navigate to the Report options and fill in the following. Under Title Period start Period End Under value Your expected starting date Your expected end date 4. After you close the window, a new page titled 'Options' will appear automatically. it should look like this… 5. GO back to Sheet1, navigate to tools and click on NL. Fill in as shown to create the Period Start date on sheet 1 page. Note: To fill in for Period Start ‘filter’, navigate to Nested Jet Function, and click on 'Insert NP'. 6. To fill in for Start Date and End date, click on Insert Report Options. A new window will appear. a. Click on Period Start, then add to fill in for Start Date b. Click on Period End, then add to fill in for End Date 7. Navigate to tools again, click on NL function, and fill in as shown to create Period End Date on sheet 1 page 8. Your date might appear in form of numbers, no worries. Just right-click on it, and go to Format cells-change from General to Date. 9. Your report is ready to run. When you run your Report, you should have something like this. Now, Let’s use the monthly report we just build into our sales report. We want to use our monthly report in our G/L Account Balance, which we will display with G/L account number Name Account type, and Balance. We get our Account number, name, and account type using the NL and NF function. but the balance is received using our G/L function. Now we retrieve our No., Name, and account type using the NF function. we fill in as shown, and change the field for each no, name, and account type Now, let’s get the balance from the GL function and fill it in as shown below. we will want our monthly movement to display by the names of month and year. We use our Excel formula to create that. Where we have “jan-2022“, we fill in the formula shown above in it. this allow Excel to automatically display all the months in the given year. if you run your report, you should have something like this. 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 →

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 →

Jet Reports FA Monthly Movement by Type Aim The idea of this report is to have a breakdown of the movement related to the Fixed asset, grouped by: FA Posting Type Asset No Period Join On Point Academy to view all content Join the academy → Log in → Options Available The user may choose from the following options: Period Start Period End Period Definition - i.e. whether it’s daily, weekly, monthly, quarterly, yearly gaps Any filter on the Fixed Asset No. Notes This report is extremely useful when analysing the life-cycle for any fixed asset. We may bear in mind that some assets are more complex having multiple acquisitions and different depreciations besides possible revaluations from time to time. FA Monthly Movement by type .xlsx Download XLSX • 41KB Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

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 →

Jet Reports Conditional Hiding of Rows in Jet Reports In this tutorial, we will show you how to use conditional hiding of rows in Excel. This useful feature allows you to hide entire rows based on certain criteria. For example, you may want to hide rows where the balance is less than or equal to zero. By using conditional hiding, you can make your reports more concise and easier to read. We have created a simple report showing the following Customer No Customer Name Balance Join On Point Academy to view all content Join the academy → Log in → Here is a view of what our report looks like before we apply the conditional hiding We would like to apply conditional hiding to hide rows where the balance equals zero. Step 1: Create a Label in Cell B1 To get started, create a label in cell B1. This label should read "Hide+?" and will be used to identify the rows that you want to hide. Step 2 : Use a Formula to Hide Rows Based on Criteria Next, use a formula to return "Hide" in a row you want to hide. For example, if you want to hide any rows where the balance in cell F5 is less than or equal to zero, you can use the formula "=IF(F5<=0,"Hide","")". Step 4: Run the Report After applying the formula and hiding the appropriate rows, run the report to see the changes. Your report should now display only the rows meeting the specified criteria. In conclusion, conditional hiding of rows is a useful feature that can help you make your reports more concise and easier to read. By following the steps outlined in this tutorial, you can easily use conditional hiding to hide rows based on certain criteria in a professional and friendly manner. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Data Processing Addendum (DPA) General Last updated: April 2021 Note: this is not part of the DPA hereunder Some points on the importance of a DPA: Essentially, a DPA is a legally binding document to be entered into between the controller and the processor in writing or in electronic form. The GDPR requires data controllers to take measures to ensure the protection of the personal data they handle. If data controllers decide to outsource certain data processing activities, they must be able to demonstrate that their suppliers and sub-processors also provide sufficient guarantees to protect the data and act in a GDPR compliant manner. So, to say if one is a controller and as a result of outsourcing, you wish to transfer your data to a third-party, for example, a cloud provider you need to sign a DPA with that third party. The obligation is on both the Controller and the Processor. This Data Processing Addendum (“Processing Agreement”) governs the processing of personal data under Service Agreement between On Point Limited (“Company”), a limited liability company incorporated under the laws of Malta, bearing company registration C81670, with its registered office at: 8, 24 Church Street, Zebbug, Malta and the “Vendor”. The Processing Agreement has been pre-signed by the Vendor. This Processing Agreement is effective as of the date signed below by the parties (“Processing Agreement Effective Date”). This Processing Agreement shall be required, subject to the following conditions: i. You must have placed an order for an app on the Atlassian Marketplace and ii. You have not made any deletions to other revisions to this DPA. DEFINITIONS ‘Controller’ This shall mean a natural or legal person, public authority, agency or other body which, alone or jointly with others, determines the purposes and means of the Processing of Personal Data; where the purposes and means of such processing are determined by Union or Member State law, the controller or the specific criteria for its nomination may be provided for by Union or Member State law; ‘Data Protection Laws’ This shall mean the laws and regulations, applicable from time to time, in respect of processing of personal data, including but not limited to Regulation (EU) 2016/679 of the European Parliament and of the council on the protection of natural persons with regard to the processing of personal data and on the free movement of such data General Data Protection Regulation (the ‘GDPR’), as well as the supervisory authority’s binding decisions, regulations and recommendations and supplementary local adaptions and regulations in respect of data protection in Malta. ‘End Users’ This shall mean an individual you permit or invite to use the App(s), including: i. Individuals invited by your End User (s) ii. Individuals under managed accounts, and iii. Individuals interacting with an app as your customer or other relations. ‘Processor’ This shall mean a natural or legal person, public authority, agency or other body which processes personal data on behalf of the controller. ‘Sub-Processor’ This shall mean another processor engaged by the Vendor for carrying out specific processing activities on behalf of the Vendor (including but not limited to companies within the Vendor’s group of companies). The Sub-Processor will have access and will be able to process personal data from the Controller, always with the controllers written approval. ‘Third Country’ This shall mean a country outside the European Economic Area (EEA). Any other term used in capitalized letters in this Processing Agreement (such as ‘Data Subject’, ‘Processing’ and ‘Personal Data’) shall, unless otherwise stated, have the meaning provided for under the national Data Protection Act (“The Act”) and The General Data Protection Regulation (“GDPR”). LEGISLATION The Data Processor Agreement shall ensure that the Data Processor complies with the applicable data protection and privacy legislation (the “Applicable Law”), including in particular The General Data Protection Regulation (“GDPR”) (Regulation (EU) 2016/679), the national Data Protection Act (The “Act”) Chapter 586 of the Laws of Malta and any applicable national subsidiary legislation. GENERAL Under this Processing Agreement, the Vendor shall have the right to process data, including Personal Data, in connection with the use of the app and Vendor’s provision of services under the agreement. Vendor shall ensure that it and each of its sub-processors (if any) shall comply at all times with the applicable law and shall not perform their obligations in such a way as to cause such party or Company (or any of its affiliates) to breach any such laws. Vendor is the processor and Company is the Controller. Vendor may not otherwise use or modify the personal data, merge it with other data, commercially exploit it, disclose it, transfer it across international borders (in the case that the data is transferred outside the EU or the EEA), or do any other thing that may in any manner adversely affect the integrity, security or confidentiality of such personal data, other than as expressly specified herein or the Service Agreement referred above. PROCESSING SPECIFICATION Nature and purpose of the intended Processing of Data The Subject-matter of Processing of Personal Data by Processor is the provision of the services to the Controller that involves the Processing of Personal Data, Personal Data will be subject to those Processing activities as may be specified in the Processing Agreement and an Order. Types of Personal Data Categories of Data Subjects The type(s) of Personal Data to be Processed by the Vendor under this Processing Agreement, the purpose and duration of the Processing and categories of Data Subjects are set out in Appendix 1 (Instructions regarding the Processing of Personal Data). The Vendor shall only Process Personal Data on documented instructions from the Data Subject as set out in Appendix 1. As of the Effective date, additional Processing may also be performed provided that Union of Member State law to which the Vendor or a sub-processor is subject to requires such Processing. In such case of additional processing, the Vendor shall inform the Company of that legal requirement before Processing, unless that law prohibits such information on important grounds of public interest. The customer undertakes to fulfil its duties as Controller under the applicable Data Protection laws. The Customer undertakes to continuously inform the Vendor regarding any measures taken by third parties, including but not limited to supervisory authorities and Data Subjects, relating to the Processing by the Vendor hereunder. GENERAL OBLIGATIONS Vendor shall only process Personal Data to provide the services on Company’s written instructions and in accordance with the GDPR and any applicable national laws. Vendor shall not, without the prior written permission of Company, transfer or process any Personal data provided or made available by or on behalf of Company or its affiliates, outside of the European Economic Area (EEA). Must be taken into account that the EEA consists of the Member States of the European Union (EU) and three countries of the European Free Trade Association (EFTA) which are Iceland, Liechtenstein and Norway, excluding Switzerland. Vendor shall enter into any potential amendments to this Processing Agreement, or a new processing agreement as may be required by Company or necessitated by changes in applicable laws. Vendor shall inform Company immediately if it considers that an instruction violates data protection regulations. Vendor shall then be entitled to suspend the execution of the relevant instructions until Company changes them. COMMITMENT TO CONFIDENTIALITY The vendor shall ensure that persons authorised to process Personal Data (i.e., all employees, agents or contracts who process or access the Personal Data) are subject to contractual confidentiality obligations in respect of Personal Data and undergo regular training in relation to their data protection obligations and compliance with Vendor’s Measures. SECURITY OF PROCESSING The Vendor shall take all measures required pursuant to article 32 of the GDPR. The Vendor shall take into account the nature of Processing and the information available to the Vendor, assist the Company in ensuring compliance with the obligations pursuant to article 32 to 36 of the GDPR. SUB-PROCESSING Vendor shall not appoint (nor disclose any Personal Data under this Processing Agreement) to a Sub-processor, without the prior written consent of the Company. The processor must ensure that the same processing obligations the processor is subject to are made applicable to any sub-processor and confirm that the sub-processor is fully aware and agrees with such obligations. The processor remains responsible for any processing conducted by the sub-processor. The Vendor shall notify the Company of any intended changes concerning the addition or replacement of sub-processors, thereby giving the company the opportunity to object to such changes if to the extent the conditions set forth in the below paragraph are not fulfilled, within 14 days from being notified. In the event that the Company provides such an objection to a new Sub-processor and such objection in the Vendor’s opinion prevents effective provision of the Vendor’s services, the Vendor may terminate the Agreement without penalty or liability. The Vendor may engage Sub-processors, provided that the same data protection obligations as set out in this Processing Agreement as referred to in article 28(3) of the GDPR, are imposed on such Sub-processor by way of a written contract. The Vendor must ensure that only Sub-processors are engaged who provide sufficient guarantees to implement appropriate technical and organizational measures in such a manner that the Processing will meet the requirements of the Data Protection Laws. The Sub-processors listed in Appendix 2 have been approved by the Company to be used as Sub-processors by the Vendor under this Processing Agreement. Upon changes of Sub-processors, Appendix 2 will be updated. ASSISTANCE OF VENDOR Vendor shall assist Company by co-operating and implementing appropriate administrative, technical and organizational measures for responding to Data Subjects' requests relating to their rights of: (i) access; (ii) rectification; (iii) erasure; (iv) restriction of processing; (v) data portability; (vi) objection to processing; and (vii) avoiding automated individual decision making, including profiling. Vendor shall forward any such requests it receives from Company employees to Company without responding to the data subject. TECHNICAL AND ORGANISATIONAL MEASURES Taking into account the state of the art, the costs of implementation and the nature, scope, context and purposes of the processing as well as the risk of varying likelihood and severity for the rights and freedoms of natural persons, Vendor shall in relation to the Personal Data under this Processing Agreement implement and comply with appropriate technical and organizational measures to ensure a level of security appropriate to that risk and in compliance with GDPR Measures. Details of the actual technical and organizational measures are outlined in Appendix 3 . The Measures are subject to technical progress and further development and Vendor shall review the measures on a regular basis to ensure that they continue to provide adequate protection of the Personal Data. The overall protection afforded in the Measures must not be reduced. Substantial changes must be documented. BREACH OF MEASURES Vendor shall promptly notify the Company within 72 hours from detection in the event of any breaches of the Measures or if Vendor learns or has reason to believe that any person or entity has breached or attempted to breach Vendor’s security measures which are applicable to the Services or has gained unauthorized access to personal data or any confidential information provided or made available by Company or any of its affiliates. The processor shall assist the data controller in meeting its data protection obligations in relation to the security of processing and notifying the controller of personal data breaches and to conduct Data Protection Impact Assessments (DPIA). LIABILITY Subject to the below paragraph, the parties agree to indemnify and hold each other harmless from any claim of damages or loss suffered or incurred in connection with either party’s breach of its obligations under this Processing Agreement or the Data Protection Laws. The limitation of liability agreed under the Agreement, shall apply correspondingly with respect to this Processing Agreement. AUDIT RIGHTS AND INDEMNITY Vendor shall, at no additional cost, keep full and accurate records relating to all processing of Personal Data on behalf of Company. Company may, upon written notice to Vendor, audit Vendor's facilities, systems, records and supporting documentation to check Vendor's compliance with its obligations. Notwithstanding any other provision of the Agreement, Vendor hereby fully indemnifies and holds harmless the Company and its affiliates for all losses (including direct and indirect losses, fines, penalties, all legal and external professional fees and compensatory damages) in respect of all claims or actions resulting from Vendor’s failure to comply with this Processing Agreement (including relevant data protection legislation). RESPONSBILTY OF PROCESSOR Note that nothing within this agreement relieves the processor of its own direct responsibilities under the GDPR. TRANSFER OF PERSONAL DATA OUTSIDE OF THE EEA The Vendor shall only allow to transfer Personal Data to a third country or an international organisation with the Company’s written approval. Transfer of personal Data to a third country or an international organisation may also take place provided that Union or Member State law to which the Vendor or sub-processor is subject to requires such transfer. In such case of legal requirement for transfer to a third country, the Vendor shall inform Company of that legal requirement before transferring Personal Data to a third country, unless that law prohibits such information on important grounds of public interest. If Company has approved transfer of Personal Data to a third country or if transfer of Personal Data to a third country is necessary for the Vendor to provide its services to the Company under the Agreement, the Vendor and Customer shall take the necessary steps to ensure that the transfer is performed in accordance with the Data Protection Laws, for example by signing the EU Model Contracts for the transfer of Personal Data to third countries. DEMONSTRATION OF COMPLIANCE The Vendor shall make available to the Company all information necessary to demonstrate compliance with the obligations laid down in Article 28 of the GDPR and allow for, and contribute to audits, including inspections, conducted by an independent third-party auditor mandated by the Vendor. The Vendor shall inform the Company if, in the Vendor’s opinion, an instruction infringes the GDPR or other Union or Member State data protection provisions. COMPENSATION The Vendor shall have the right to invoice the Company for any work performed by the Vendor or a Sub-processor under the sections 4 (2nd paragraph), 6, 8 (1st paragraph) and 13 according to the Vendor’s or the Sub-processor’s applicable hourly fees. CHANGES If, during the Term, Data Protection Laws are changed, or new guidelines, rulings or regulations are published by the Supervisory Authority causing this Processing Agreement to be non-compliant with such law, guidelines, rulings or regulations, each of the parties shall have the right to request appropriate amendments to this Processing Agreement to satisfy the new requirements. Changes to this Processing Agreement shall, in order to be effective, be made in writing and signed by both Parties. MISCELLANEOUS With regard to the Processing of Personal Data, the provisions in the Processing Agreement shall have priority over conflicting provisions in any other agreement between the parties. This Processing Agreement shall be governed by the substantive laws of Malta. Any dispute, controversy or claim arising out of or in connection with this Processing Agreement shall be settled in accordance with the dispute regulations laid down in the Agreement. This Processing Agreement may be executed in two or more counterparts, each of which shall be deemed an original, but all of which shall together constitute one agreement. Signatures to this Processing Agreement delivered by email or other electronic means shall have the same force and effect as originals. TERM AND TERMINATION The Processing Agreement is authorized for an unlimited period and can be terminated by the Company immediately for breach or for convenience. Without prejudice to the foregoing, the Company may take any one or more of the following actions: (i) suspend the transfer of personal data to Vendor; (ii) require Vendor to cease processing personal data; (iii) demand the return or destruction of the personal data; or (iv) require the Vendor to take such measures as may reasonably be required to place Vendor in compliance with this Processing Agreement. Additionally, the processor must provide the controller with all the information it needs to ensure that they are both meeting their data protection obligations. The vendor must also inform the controller when, in its opinion, the controller’s instruction would breach Union or Member state law. This Processing Agreement enters into force on the Effective Date and remains in force for as long as the Vendor Processes Personal Data on behalf of the Company under the Agreement (the “Term”). Upon termination of this Processing Agreement or provision of the services, Vendor shall, subject to any legitimate business reason (including without limitation compliance with professional standards and document retention and IT system backup policies and protocols) or legal, no longer process all such Personal Data and upon Company’s written request securely purge, delete and destroy such Personal Data or return all the Personal Data to the Company and delete existing copies unless Union or Member State Law requires storage of the Personal Data. In addition, once the data is purged the Vendor must provide formal confirmation to a client confirming the data destruction. If Processor is unable to delete Personal Data for technical or other reasons, Processor will apply measures to ensure that the Personal Data is blocked from any further Processing. Appendix 1 – Instructions regarding the Processing of Personal Data The following instructions apply for the Processing of Personal Data for which the Company is responsible as Controller. In addition to what is already stated in this Processing Agreement, the Vendor shall adhere to the instructions below. Processing Purposes Please specify all the purposes for which the Personal Data will be Processed for by the Vendor The Provide Apps and the services in accordance with the Agreement. Types of Personal Data Please specify the categories/types of personal Data that will be Processed by the Vendor. To provide services in accordance with the Agreement, the Vendor will process any Personal Data supplied by users of the Apps, such as: Direct identifying information (e.g. name, email address, phone number) Indirect identifying information (e.g. place of work, title, address) Device identification data (e.g. IP addresses, logs) However, the Vendor does not knowingly collect (and Company shall not submit or upload) any special categories of data (as defined under the Data Protection Legislation). Categories of Data Subjects Please specify the Categories of Data Subjects whose Personal Data will be Processed by the Vendor. End Users and individuals whose Personal Data is supplied by End Users of the App(s). Retention time Please specify the time and requirements for retention of Personal Data that are being Processed by the Vendor. Personal Data is kept with the Vendor as long as the Categories of Data Subjects is deemed to be active (e.g. as long as there is a valid Agreement for the use of the App(s)). The Vendor erases Personal Data from operative data systems when the Customer does not have any business relationship with the Vendor. Personal Data stored in backup systems can be stored up to ten years due to the period of limitation according to the Maltese statute of limitation. Processing operations Please specify all processing activities to be conducted by the Vendor Data processing is done manually and automatically through data systems. The Vendor is collecting, storing and structuring data to fulfil the purpose of data processing. More specifically the processing includes: Sending emails regarding product or service updates Sending newsletters via email to Data Subjects who opted-in to receive newsletters Structuring data as a foundation for internal reporting Erasing or anonymizing personal data when appropriate Location of Processing Data is processed at the Vendor’s offices and on Approved Sub-processors data equipment. Appendix 2 – Approved Sub-processors Below are listed the Sub-processors that have been approved by the Customer for use by the Supplier to Process Personal Data under the Processing Agreement. Appendix 3 – Technical and Organisational measures The following technical and organizational measures have been implemented by the Vendor: Confidentiality (Article 32 Paragraph 1 Point b GDPR) Physical Access Control No unauthorised access to Data Processing Facilities, individual Smartcard access control, burglar alarm and recorded CCTV facilities at office entrance, locked entrance to server rooms. Electronic Access Control No unauthorised use of the Data Processing and Data Storage Systems, e.g.:(secure) passwords, automatic blocking/locking mechanisms, two-factor authentication, encryption of data carriers/storage media Internal Access Control (permissions for user rights of access to and amendment of data) No unauthorised Reading, Copying, Changes or Deletions of Data within the system, e.g. rights authorisation concept, need-based rights of access, logging of system access events; Encryption (Article 32 Paragraph 1 Point a GDPR; Article 25 Paragraph 1 GDPR) The processing of personal data in such a method/way, that the data cannot be associated with a specific Data Subject without the assistance of additional Information, provided that this additional information is stored separately, and is subject to appropriate technical and organisational measures. Integrity (Article 32 Paragraph 1 Point b GDPR) Data Transfer Control No unauthorised Reading, Copying, Changes or Deletions of Data with electronic transfer or transport, e.g.: Encryption, Virtual Private Networks (VPN), electronic signature; Data Entry Control Verification, whether and by whom personal data is entered into a Data Processing System, is changed or deleted, e.g.: Logging, Document Management Availability and Resilience (Article 32 Paragraph 1 Point b GDPR) Availability Control Prevention of accidental or wilful destruction or loss, e.g.: Backup Strategy (online/offline; on-site/off-site), UTM for threat management and access control including firewall, anti-malware, mail and web content filtering, reporting procedures and contingency planning. Rapid Recovery (Article 32 Paragraph 1 Point c GDPR) Procedures for regular testing, assessment and evaluation (Article 32 Paragraph 1 Point d GDPR; Article 25 Paragraph 1 GDPR) Data Protection Management; Incident Response Management; Data Protection by Design and Default (Article 25 Paragraph 2 GDPR); Order or Contract Control; No third-party data processing as per Article 28 GDPR without corresponding instructions from the Client, e.g.: clear and unambiguous contractual arrangements, formalised Order Management, strict controls on the selection of the Service Provider, duty of pre-evaluation, supervisory follow-up checks.