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Jet Reports How to Auto-Widen Columns in Jet Report When loading data into your worksheet, it's common to encounter data values of different lengths such as customer names, descriptions, and dates. If the columns are not wide enough to accommodate the data, Excel may display it in a truncated form, or worse, as a series of pound (#) signs. Join On Point Academy to view all content Join the academy → Log in → To address this issue, Jet Report offers an "Auto Widening" feature that automatically adjusts the column width based on the longest value in the column. Here's how to use it: 1. In the cells that display truncated or hashed data, enter the word "Fit" in row 1 of the corresponding column 2. When you run your report, Jet Report will automatically adjust the column width to fit the longest value in the column. For example, if you have a list of customer names, entering "Fit" in the cells will resize the column to fit the longest customer name. The same goes for the date column. With Auto Widening, your report will look cleaner and more professional. No more pesky truncated values or hashed cells! Give it a try and see the difference it makes. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Microsoft Business Central Making sense of the Currency Exchange Rates Join On Point Academy to view all content Join the academy → Log in → To access the Currency Exchange Rate page you must first go to the Currencies page, highlight the currency in question, and then drill down on the Exchange Rate . Alternatively from the Currencies page, you can highlight the currency and click Process → Exch. Rates as per below. This will open the Currency Exchange Rates window which is shown below: The “Exchange Rate Amount” is the rate to use for the “Currency Code” selected on the line, and the “Relational Exch. Rate Amount” relates to the rate to use for the “Relational Currency Code”. (generally, it's left blank so it's the local currency – see further below for an example where this isn’t the case). Therefore using the Currency Exchange Rates window shown above, as we have 1.0 in the Relational Exch. Rate Amount (GBP) and 1.3 in the Exchange Rate Amount (EUR) this means 1.3 Euros is equal to 1 GBP. (The “Exchange Rate Amount” is acting as the exchange rate) Hence entering a transaction for €200.00 would equate to £153.85 (i.e. 200 / 1.3 = 153.85). I could also flip this by entering 1.0 in the “Exchange Rate Amount” and 0.76923 in the “Relational Exch. Rate Amount” as per below: This now means the “Relational Exch. Rate Amount” is acting as the Exchange Rate. In this example €1 (Exchange Rate Amount) is equal to £0.76923 (Relational Exch. Rate Amount). Therefore entering a transaction for €200.00 would also equate to £153.85 (i.e. 200 * 0.76923) Both would work exactly the same it's just a slightly different configuration. Adding a Relational Currency Code Currency Exchange Rates page has been changed for EUR to include USD as the Relational Currency Code as per below: Therefore if we were to raise a €200 Invoice the GBP will be calculated as follows: Step 1 Euros to USD :- €200 / 1.3 = $153.8462 Step 2 USD to GBP :- $153.8462 / 1.39 = £110.68 To confirm an Invoice has been added in Business Central and below is the statistics page confirming our calculations. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

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

Full Time Solution Consultant We are looking for a passionate Senior Software Engineer to design, develop add-ons to be used within the Atlassian Jira Software infrastructure. APPLY FOR VACANCY Job Description We are looking for a Solutions Consultant to implement, develop and work with Atlassian. The responsibilities include gathering user requirements, defining system functionality and . Our ideal candidates are familiar with the software development life cycle from preliminary system analysis to tests and deployment and the Atlassian Infrastructure. Ultimately, the role of the Software Engineer is to build high-quality, innovative and fully performing software that complies with coding standards and technical design. Responsibilities Execute the software development life cycle Develop flowcharts, layouts and documentation to identify requirements and solutions Write well-designed, testable code Produce specifications and determine operational feasibility Integrate software components into a fully functional software system Document and maintain software functionality Troubleshoot, debug and upgrade existing systems Deploy programs and evaluate user feedback Comply with project plans and industry standards Ensure software is updated with the latest features Requirements Proven work experience as a Software Engineer or Software Developer Experience designing interactive applications Ability to develop software in Java Previous experience with Bitbucket software 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.

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 →

Jet Reports Using NP ("Date Filter") Function Creating date ranges for filtering data in Jet Reports can be a time-consuming and intricate task. However, the NP function, also known as the "Date Filter," can significantly simplify the process of generating date ranges for filtering purposes. This function employs start and end dates to produce a range of dates that can also be utilized in Excel. To utilize the NP function in Jet Reports, the following steps can be taken: Join On Point Academy to view all content Join the academy → Log in → Step 1 Open an existing report that includes a Report Options page with a Date filter and a report page. We have our Date filter on our Options page here We have our report on the report page here Step 2 Use the NP function to reference the date range in the Report Options page by ensuring that the balance formula box on cell F5 is selected. Then, navigate to the Jet Function Wizard by clicking on "Tools" and "NL function." On the drop-down, you should see the list of all the functions. we now use our NP Date Filter in our report. this will be done under the filter. Scroll down to the filter section, and on the box by the left, search date as shown below We now input the date range in the box on the right side. we need to include two dates in the box. on the drop-down, we will only be able to select a single date, so we navigate to Nested Jet Function. on the drop-down, we select NP Function The Last Date Modified requires a value which is where the NP Filter comes in i.e. we want the vendor balance whose last date modified falls between a period (e.g. 01/01/2023 to 03/03/2023). To do this, go to the top right and select Nested Jet Functions > Insert NP On clicking the NP function, the pop up below comes up Fill in the details below What - “Date Filter“ Start Date - Use report options to get your start date End Date - Use report options to get your end date On the start date, click on “Insert Options Page“. when you do that, the Report Option, which contains our Start and End date, should pop up. we then select Start Date and then click on add. Do the same for End Date also, then what you have should be as seen below Once that is done, click on back which takes you to the previous tab. you should be able to see the formula in the box as shown below. Click ok to close it, the NP Date Filter has been applied to the report successfully. Once the report is run, the user can utilize the Report Options page to filter the data based on the specified date range and select a particular date to display in the report. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Privacy Policy General Last updated: April 2021 GENERAL On point (“On point” or “we” or “us”) respects your privacy. In light of this, we constantly strive to protect your personal data in the best possible way and to comply with all applicable laws and regulations for the protection of personal data. The EU General Data Protection Regulation 2016/679 (“GDPR”), which came into force on 25th May 2018, provides rights to individuals and requires organisations to provide information about their processing in a clear and transparent way. In this respect, we have published this Privacy Policy to take into account these requirements and to explain how we collect, store and use the personal data we obtain through this website, in accordance with the standing legislation. Any personal data provided by you voluntarily through our website http://www.onpointserv.com/contact-us or through your communications via email with us will be processed in accordance with the Data Protection Act (Chapter 586 of the Laws of Malta), the GDPR and any other relevant data protection legislation, as may be amended from time to time. DEFINITIONS ‘Personal Data’ refers to any information relating to an identified or identifiable natural person (‘data subject’). This includes any identifiable material relating to their physical, physiological, mental, economic, cultural or social identity and includes but are not limited to physical files, identification numbers, location data and images or records of individuals. ‘Processing’ makes reference to any operation or set of operations which is performed on personal data or on sets of personal data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction. ‘Controller’ means the 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. ‘Processor’ refers to a natural or legal person, public authority, agency or other body which processes personal data on behalf of the controller. ‘Consent’ of the data subject means any freely given, specific, informed and unambiguous indication of the data subject’s wishes by which he or she, by a statement or by a clear affirmative action, signifies agreement to the processing of personal data relating to him or her. ‘Third party’ makes reference to a natural or legal person, public authority, agency or body other than the data subject, controller, processor and persons who, under the direct authority of the controller or processor, are authorised to process personal data. ‘Personal data breach’ means a breach of security leading to the accidental or unlawful destruction, loss, alteration, unauthorised disclosure of, or access to, personal data transmitted, stored or otherwise processed. DATA CONTROLLER On Point Ltd., reg. no. C81670, is a software company in terms of the Maltese law. For the purpose of the GDPR, On Point is the Data Controller. Should you wish to contact us with regards to the processing of your personal data, please do so on info@onpointserv.com . Our postal address is: 8, 24 Church Street, Zebbug, Malta. INFORMATION WE COLLECT The data that we may collect about you includes: Your name and surname Mobile/Phone number Company name Your email address Your IP addresses Any personal data that you may provide to us through our website Any personal data that you may provide to us through your communication with us (through meetings, calls and emails). Registering with an account BASIS OF PROCESSING We will process personal data on the basis of: Necessity in order to take steps at your request prior to entering into a contract (for example to provide you with a quote); Necessity for the performance of a contract which we have agreed to enter into at your request (for example to provide a specific software); Our legitimate interests (for example, to ensure we are providing you with the best possible service, to manage our customer database efficiently and for debt collection). Additional basis HOW IS YOUR DATA PROCESSED AND STORED Through a Data Processing Agreement (DPA) the terms of the processing and management of the personal information will be established. With the main purpose of ensuring the protection of customer’s personal data and the compliance of the GDPR laws, your personal data will be stored on our website. In baser of that DPA, the customer acknowledges and agrees the process of their personal data on their behalf. The site-visitors’ data may be stored in different locations, but the laws of the jurisdictions on which it operates in case must always be respected. WHO HAS ACCESS TO YOUR PERSONAL DATA As site-owner, we will be considered the Controller of our site-visitors’ data, deciding the data that will be collected from the site-visitors and how it will be handled. We will ensure the maintenance of a clear and comprehensive privacy policy for our customers’ website in accordance with both GDPR and local privacy regulations. We will be responsible for notifying our site-visitors’ about the how their information is collected, processed and used, and they would also be informed whenever they information will be transferred. SHARING YOUR INFORMATION We will not share any of your personal data with third parties without your permission, except where this is strictly required for us to provide you with a service you have engaged us to provide. We may share your personal data with the following categories of entities as necessary: Internal staff (IT team/marketing from On Point Ltd.). Hosting and website maintenance (kindly refer to our Cookie Policy section below; and Upon your request to do so, we may divulge your information to other third parties and Authorities in Malta. If we ever have to share your personal data with an entity outside the EU, we will do so in accordance with the requirements of the GDPR and any other applicable law. TRANSFER OF PERSONAL DATA TO THIRD COUNTRIES On Point may process your personal data outside of the European Union (‘EU’) and the European Economic Area (EEA). Shall your personal data be processed outside the EU/EEA, then we will make sure that such processing is respecting appropriate safeguards that ensure that your rights are protected or based on another ground for such transfer in accordance with GDPR. YOUR RIGHTS RIGHT OF ACCESS You have the right to access all the personal data held and processed by the Company. You may also request a copy of this personal data. To exercise this right, you can contact us through our email address or postal address referred to above under the Data Controller clause. In order to process this request, we will require proof of your identity. We will do our best to process the request as soon as possible, and in no longer than 14 days from hearing from you. RIGHT TO RECTIFCATION You have the right to request modification of all the personal data held and processed by the Company. If you think we may hold details about you that are inaccurate or out of date, please contact us at the email or postal address referred to above under the Data Controller clause in order to amended or update this information. RIGHT TO ERASURE (‘RIGHT TO BE FORGOTTEN’) You have the right to request that we delete the personal data held and processed by the Company by contacting us at the email or postal address referred to above under the Data Controller clause. This right is not absolute, and we may be justified in keeping certain personal data, for instance when we are legally obliged to do so or if such data may be necessary for us to defend a legal claim. RIGHT TO LIMITAITON OF PROCESSING You have the right to request limitation of the processing of your personal data, with the exception for storage. Limitation of processing can be requested for example if you object to the accuracy of the personal data or if you consider the processing of your personal data to be unlawful. RIGHT TO OBJECT You have the right to object to the processing of your personal data, including where such processing takes place for the Company’s legitimate interests, and you may request to withdraw from all future activities and the removal of all personal data held and processed by us by contacting us at the email or postal address to above under the Data Controller clause. Where personal data is processed for direct marketing purposes, you have the right to object at any time to processing of personal data concerning such marketing, which includes profiling to the extent that is related to such direct marketing. RIGHT TO DATA PORTABILITY You have the right to move, copy or transfer your personal data from one controller to another, and you have the right to request from us a copy of your personal data in a structured, commonly used and machine-readable format, which we may provide to you or another controller at your request. This process shall be based on a consent or an agreement. Should you require our assistance with this, please contact us at the email or postal address referred to above under the Data Controller clause. RIGHT TO LODGE A COMPLAINT All Data Protection enquiries/complaints should be sent to info@onpointserv.com . You also have the right to lodge a complaint with the Information and Data Protection Commissioner in Malta as the data protection supervisory authority: Information and Data Protection Commissioner Floor 2, Airways House Triq il-Kbira, Sliema SLM 1549 Malta Tel: (+356) 2328 7100 Email: idpc.info@idpc.org.mt NO FEE USUALLY REQUIRED You will not be required to pay a fee to access your data or to exercise any of the other rights. However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances. WHAT WE MAY NEED FROM YOU We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data or to exercise any of your other rights referred to above. This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response. DATA SECURITY We take the security of your personal data very seriously and have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed, so as to safeguard its integrity and confidentiality. The security measures we have implemented to ensure safe transmission and storage of personal data include: Use of secure servers; Use of firewalls; Use of encryption; Physical access controls at data centres; Information access controls; Use of back-up systems; We also regularly review and, where practicable, improve upon these security measures. We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so. While we do our utmost to safeguard your personal data, no data transmission over the internet can be totally secure and therefore we cannot guarantee or warrant that no unauthorised access will occur. TIME LIMIT TO RESPOND We try to respond to all legitimate requests within one week. Occasionally it could take us longer than a week if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated. RETENTION We will not store personal data for longer than is necessary keeping in mind the purpose/s for which we first collected that data. We may also need to keep some of your personal data where we are obliged to do so in terms of legal, regulatory, tax or accounting requirements, or in order to protect ourselves against legal claims usually for a specified amount of time as set out in the relevant law. As a general rule we will retain your personal data as long as you remain a client of ours, or until you ask us to stop communicating with you, unless we have a valid reason to keep the information for a longer time. For more information about our retention policy, please contact us at the postal or email address referred to above under the Data Controller clause. CHANGES TO THIS PRIVACY POLICY We reserve the right to amend and update this Policy at any time. This may be necessary in order to fulfil the requirements established in the applicable laws and regulations or due to changes set in OnPoint’s operations. It is your responsibility to access the ‘Privacy Policy’ page frequently in order to be aware of any changes that may be implemented by us from time to time. LAW AND JURISDICTION This Policy shall be governed by Maltese Law. Any dispute arising from, or related to, such Policy shall be subject to the exclusive jurisdiction of the courts of Malta.

Microsoft Business Central Creating a Customer Customers are the source of your income. Customer cards hold the information that is required to sell products to the customer. Join On Point Academy to view all content Join the academy → Log in → To create a new customer card 1. Choose the search icon , enter Customers , and then choose the related link. 2. On the Customers page, click on the New action. If only one customer template exists, then a new customer card opens with some fields filled with information from the template. If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next two steps. 3. On the Select a template for a new customer page, choose the template that you want to use for the new customer card. 4. Choose the OK button. A new customer card opens with some fields filled with information from the template. 5. Proceed to fill or change fields on the customer card as necessary . Hover over a field to read a short description. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

​ Building your Dashboard with Jet Report Most of us are familiar with dashboards which help give visuals and insight into our Report for better understanding. Building a dashboard with Jet Report is entirely different from creating a dashboard from Excel Data. Creating a dashboard with Jet Report is done in design mode, this allows you to make any adjustment to your dashboard directly from the data. Any changes made to your report reflect directly on your dashboard. This tutorial shows you how to Build your Dashboard with Jet Report from an income statement. Join On Point Academy to view all content Join the academy → Log in → We will create our dashboard from one of the reports we’ve created. Step 1. Open the Report you’ll like to use in creating your dashboard. Open your Report and make sure to be in Design Mode, this is very important. just as the data are copied in Excel. In Jet, the data are copied in design mode. Note: any changes you want to make to your report should be done in the design mode. this way, it will affect your report. Step 2 Highlight the data you want to build your dashboard with. Select and highlight the data you want to build your report with just as shown below. you must be wondering why we select the empty rows beneath the report. that is necessary because we are in design mode and we still need to run the report to get our full data. selecting the empty rows (or columns if the report is based on “NL(column)”) automatically expands the data as the jet runs. Step 3: Get the data into your pivot table. Click on the “insert” in the ribbon, you should be able to see Pivot Table at the top left corner as shown below. Once you click on the “Pivot Table“, there will be a pop-out where it will ask you if you want to place the Pivot Table in a New Worksheet or Existing Worksheet. Select New Worksheet and click ok. Excel will automatically open a new Worksheet for you where we can have access to all the data in our report. the sheet should look like what is shown below. You can then double-tap on the name to change it. we changed our Pivot Table “sheet” to Data and Our “Report page” to Report. Step 5: inputting the data into the Pivot Table Before you input your data into the Pivot Table, ensure you’ve run our report to access the full data, as shown below. Now, navigate to the data sheet where we have our Pivot Table. we want to view our Monthly variance by account categories. we click or drag the “Account Categories“ to Rows we click or drag the Monthly Variance to Values as shown. Step 6 Building your Dashboard Now that we have our data in the Pivot Table, we select a pivot chart to help give better insight into our data. to do that, navigate to PivotTable Analyze Click on PivotChart on the page that pops out, select any chart of your choice. click on ok Step 6 Building your Dashboard Now that we have our data in the Pivot Table, we select a pivot chart to help give better insight into our data. to do that, navigate to PivotTable Analyze Click on PivotChart on the page that pops out, select any chart of your choice. click on ok When you click on ok, you will have your chart on the same sheet as your pivot table as shown below. Step 7: Create a new sheet for our Chart. Click on the positive icon to create a new sheet Rename the sheet to Dashboard Click on the chart to cut and paste it into the dashboard sheet. Navigate to “View” and click on it Un-select gridlines to have a plain sheet as shown Then cut and paste your Chart here. Anytime you run your report with a different filter, it will automatically reflect on your Dashboard. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

Jet Reports Balance Sheet A balance sheet is a statement of a business that reports a company’s assets, liabilities, and owner’s equity. The balance sheet is one of the core financial statements that are used to evaluate a business. A balance sheet gives you a view of your company’s financial position at a given point in time. Along with an income and cash flow statement, a balance sheet helps business owners evaluate their company’s standards. I’ll show you how to create a balance sheet with a Jet report In this article. Join On Point Academy to view all content Join the academy → Log in → Procedure Step 1 Create the Report Options and dates for our report Navigate to the Ribbon tools and click on Report Options. when you do that, a new Report Option Page will pop up. on the pop-out, you can fill in as shown below. We now have our Report Option created. A new page titled Option should appear in our workbook, this is where we create our dates. create the date using the formulas shown below Note: While creating our previous Year’s date, you must notice that we created it in such a way that we can run the full period for last year, and select a range for the current year. E.g. we are in April for the current year, the way the formula is created allows us to run for Jan-April current year, and get the whole of last year. “Date (D15,1,1) & Date(D15,12,31)“ This simply means get the value in cell 'D15', which is the year, then “1,1,” tells is it 1st of January while “12,31,” says 31st of December. So, you can always select Jan-to-current month for the current year from the pop-out and still get the whole of the previous year we now show the date range on our report page for easy access This can simply be done by “= (then navigate to the options page and select the date)“. Do this for the period start & end of both years. Also for the title (year “2023“), we use the formula to reference the year in cell E4. We also want the title to change along with the year we run the report. we use the same formula for (the year”2022”) but in this case, Cell F4. Now, our G/L account will be referencing that date at the top of the report. Step 2(a) Create a template. The first thing to do is to create a template of what you want your report to cover, and how you want your report to display. Assets Liabilities Equity Step 2(b) Adding G/L Account Number to your report. Once your template is ready the company G/L Account Number needs to be mapped to the template as well as the date range you want the result to display on. just as shown below. Step 3 Building our Jet function. Now that we have our G/L Account no mapped, we can proceed to create our Jet function. we do this by clicking on the function we want to use, the GL Function. When you click on the G/L function, it brings up our function wizard, then we can fill in all that we want. We fill in as shown below. in this report, we want to show the balance, with the account number selected. we lock the column of account no by pressing the “fn function key with F4“. we select our start date and end date and lock down the row. if we want an additional filter, we can add then in the space. when you scroll down, you see a space where we have company. you can select the name of your company there. Once you’ve filled in the requirements, click on okay to close the wizard. Step 4 Building the jet function for other cells Since we’ve locked the necessary columns and rows, we can easily complete the other functions by simply copying and pasting or by just dragging as shown below. You can calculate other functions you have there using normal Excel formulas. e.g. Calculating Total Revenue, margin %, etc. An example is shown below. Step 5 Running your report When you run your report, it should come out clean as shown Below. Note: you can include the date range as a report option, this allows Jet users (viewers) to be able to select the date range without changing the report. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →

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 →

Microsoft Business Central Adding a Date Filter in the Chart of Accounts in NAV This document is a quick reference guide about setting date filters in the Chart of Accounts. Join On Point Academy to view all content Join the academy → Log in → Path to acces [Company]/Departments/Financial Management/General Ledger/Chart of Accounts. You may also use the Search Box . Adding Date Filters Toggling Limit totals In the Chart of Accounts page click the title and press Ctrl + Shift + F3 The Limit Totals to: pane will be displayed Date Filter Setup In the Limit totals to: pane click Add Filter . A Where condition will be displayed with a default menu item set to Budget Filter . Click on the menu item and select Date Filter . Enter a date or a date range in the Enter a value box and press enter. The values illustrated in this document are relevant to a demo NAV installation using the Cronus scenario. Understanding the effect of Date Filters Through standard NAV filtering tools, the user may obtain various types of information. When applied to Date Filters in the Chart of Accounts, one can at once, get a better view of the financial position for all the GL Account list. Furthermore, one can get 3 different interpretations by applying the same filter, as it directly affects the Net Change and the Balance at Date columns in contrast with the Balance column. These columns provide the following information: Net Change : The summation of all the transaction amounts within the Date Filter specified. Balance at Date : The summation of all the transaction amounts, ranging from the very first transaction (irrespective of whether it falls within the Date Filter range) up to the end date of the Date Filter specified. This column might not be visible in the default Chart of Accounts. The user can however insert this through the Choose Columns… functionality. Balance : The summation of all the transaction amounts irrespective of the Date Filter specified. For instance, as per Date Filter illustrated in Figure 3, the interpretation below will be applied: Net Change : all transactions posted from 1st July 2017 till 11th December 2017. Balance at Date : all transactions posted till 11th December 2017. Balance : all transactions posted. Get trained the On Point way ​ From self paced online courses to private training sessions . Become industry ready. View courses →