Search this site

How-to - How to Auto-Widen Columns in Jet Report 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 →

How-to - Filters In Business Central Microsoft Business Central Filters In Business Central Filtering in Business Central is a more advanced and innovative approach to control data included in a list, report or other output. Only data for the specified criteria will be presented if you set criteria for multiple fields. Click the funnel symbol at the upper right of the page to access the Business Central filter pane. A section called Views should display on the left side of the page. Now , let's explore what a Field filter and a Flow filter are. Join On Point Academy to view all content Join the academy → Log in → FIELD FILTER In this illustration, the fields are ( No. , Buy-from Vendor No. , Buy-from Vendor Name, Vendor Invoice No. , Status etc ). Field filters are always listed in the Filter list by section. STEP 1 : As shown in the illustration we are filtering by Buy-from Vendor Name in purchase invoices. To filter, hover your mouse pointer over the Field heading of the field you want to filter. A drop-down arrow appears, click on it, a list drops then select Filter . STEP 2: On selecting Filter , the Views section comes up on the left side of the page. Fabrikam, Inc was entered in the Filter list by section and the results showed all purchase invoices with the Buy-From Vendor Name, Fabrikam, Inc . Users also have the option to apply numerous filters at once to refine their results. NB: By clicking the Filter action in Filter list by , you can select a field you wish to filter. To open up the filter pane you can also type Shift + F3 . FLOW FILTER Flow filter utilises a variety of calculating techniques such as sum (total), average, maximum value, minimum value, record count, lookup, and more to develop and narrow down results. Flow filters are always listed in the Filter totals by section. In this illustration, data from the Income Statement has been filtered out from the Chart of Accounts. Let's narrow down the data to include income statement data from 01/01/2018 to 12/31/2018. STEP 1: In the Filter totals by section we select the Date filter and enter the parameters. The flow filter filters and displays results for the parameters set. Let's explore some of the filters in Business Central. | (Either / Or) - For this illustration, we placed the Either/Or symbol ( | ) between 10000 and 20000 as shown in the Filter list By section to display all purchase invoices with Buy-from Vendor No. with either 10000 or 20000 . < > (Not Equal To) - For this illustration, we placed the Not Equal To symbol ( < > ) before 0 (zero) as shown in the Filter list by section to display all purchase invoices with Amount Including VAT except 0 (zero). > (Greater Than) - For this illustration, we placed the Greater Than symbol ( > ) before 1000 as shown in the Filter list by section to display all purchase invoices with Amounts greater than 1000 . > = (Greater than or Equal to) - For this illustration, we placed the Greater Than or Equal to symbol ( >= ) before 100 as shown in the Filter list by section to display all purchase invoices with Amounts greater than or equal to 100 . < (Less Than) - For this illustration, we placed the Less Than symbol ( < ) before 500 as shown in the Filter list by section to display all purchase invoices with Amount including VAT less than 500 . < = (Less Than or Equal to) - For this illustration, we placed the Less Than or Equal to symbol ( <= ) before 100 as shown in the Filter list by section to display all purchase invoices with Amount including VAT less than or equal to 100 . & (And) - For this illustration, we placed the And symbol ( & ) between >10 and <1000 as shown in the Filter list by section to display all purchase invoices with Amount including VAT greater than 10 and less than 1000 . . . (Interval) - For this illustration, we placed the Interval symbol ( .. ) between 20000 and 50000 as shown in the Filter list by section to display all sales invoices with Sell-to Customer No. from 20000 to 50000. This is not a full list of Business Central filters. It is basic and gives you an idea of what you can accomplish. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How to Import Multiple Item Pictures Microsoft Business Central How to Import Multiple Item Pictures You can import multiple item pictures in one go. Simply name your picture files with names corresponding to your item numbers, compress them to a zip file, and then use the Import Item Pictures page to manage which item pictures to import. Join On Point Academy to view all content Join the academy → Log in → All common file formats are supported. To name picture files by the item names and prepare the ZIP file At the location where your item pictures are stored, name each files according to the number of the related item. For example: Item No.File Name10001000.bmp10011001.bmp10021002.bmp Collect all the files in a ZIP file. For example, in Windows Explorer, select the files, and then choose Send to , Compressed (zipped) folder . To import item pictures Choose the icon, enter Inventory Setup , and then choose the related link. Choose the Import Item Pictures action. In the Select a ZIP file field, select the relevant ZIP folder, and then choose the Open button. A line for each item and picture is created on the Import Item Pictures page. Note For item cards that already have a picture, the Picture Already Exists check box is selected. If you do not want any existing pictures to be replaced, deselect the Replace Pictures check box. If you do not want individual existing pictures to be replaced, delete the lines in question. Choose the Import Pictures action. The Import Status field is updated to show if the picture import was skipped or completed. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

Download our free infographic to see what your team size says Download our free infographic to see what your team size says Submit Download Submitted! Now Click the Download Button

An interview with a financial analyst about the benefits and uses of Jira within the banking industry. Watch the full interview CASE STUDY Banking Industry An interview with a financial analyst about the benefits and uses of Jira within the banking industry.

How-to - Companies management Microsoft Business Central Companies management This document is as a quick reference to create, modify, copy or delete Business Central companies. Join On Point Academy to view all content Join the academy → Log in → How to find Type companies into the search box Copying an Existing Company Enter the Companies page as specified above. Select the company which needs to be copied (e.g. some company sample). Click Copy button on the page ribbon. Than specify the name in the New Company Name fied. Creating new empty company In the page ribbon click on New to create a new company. Enter the name of the new company in the Name field and Display Name field respectively. Press OK . Changing the Details of a Company Enter the Companies page as specified above and select the company which needs to be renamed. In the page ribbon click on Edit List to open the Edit-Companies page. Amend the Name field accordingly. You may also change the Display Name field of the selected company. Note that the details of other listed companies can be changed as well. Than you should go to Company Information and add all basic company data. You should fill in some general information about address, VAT registration, bank accounts, communication etc. Keep in mind that these are the data that will be displayed on all documents. Deleting a Company Enter the Companies page as specified above. Select the company which needs to be deleted. In the page ribbon click on Delete to remove the highlighted company. A confirmation will be displayed accordingly. Press Yes . Another confirmation message will be displayed. Press Yes . Be careful! There is no UNDO button. Adding an User Permissions After the company is created, permissions for users with limited authority have to be added. Type Users into the search box a select the result. Find the user you want to add permissions to and click Edit in the Ribbon. Go to User Permissions Set afterwards. Add the new line by choosing Permissions Set level from the list. Eg. SUPER role has all permissions. Than choose Company you want to add permissions for. We will deal with the Permissions types in another user manual. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Using Report Options with your report Jet Reports Using Report Options with your report Open your excel report and go to the Jet tab. Join On Point Academy to view all content Join the academy → Log in → Click on Report Options and fill in the necessary Options, depending on the number of options required. Then a new page should appear titled 'Options'. This will allow the customer can fill in any value of their choice. The title column is where you type in a title and the value is the value the report will use. The lookup column is for get a list of values in a particular column on a particular table. Instead of manually typing in the value, you can always use the lookup option and when running the report, all you have to do is just click on the filter icon and select a value. Now that you have created your options. Next is to incorporate these options into your report To incorporate this, you would need to do this with the Jet functions. For instance, the start date, end date, and company here are retrieving values specified in the report options. To use your report options with your jet functions, select the cell you are using. in this case, we want the End Date to be retrieved from the report options. Select that cell Then click on report options. Then a pop-up comes up asking you to choose one of the options created You can see the end date is now referencing the end date specified in the report options You can also incorporate this with your NL function. Here you incorporate it under filters. In the image below, only G/L Account No selected in the report options will be included in the report If you encounter any problems, please do contact habib@onpointserv.com Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - FA Monthly Movement by Type 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 →

How-to - How to create and post a Check Microsoft Business Central How to create and post a Check Computer Checks can be created, printed and posted directly in Business Central. Payment Journal must be used in order to work with Checks. Join On Point Academy to view all content Join the academy → Log in → How to create a Check Open Payment Journal Select “Batch name” with the Bank Account you want to issue the Check from (in our example Citi Disbursement account) Open the list of Batches and select CITI_DISB 3. We need to create a new Journal Line, Account Type and Account No. will specify, who will this Check be issued for (in our example Vendor - Delta Air) a. On the new line we need to select Account Type = Vendor and Account No. = Delta Air b. Then we need to scroll to the right and fill in Description and Amount fields c. Last thing to do on our new Payment Journal Line is to specify that this line is a Computer Check. This is done in a column called “Bank Payment Type”. In this field we need to select the option “Computer Check” The Bank Payment Type field is hidden by default. Sometimes is necessary to add this field using the Personalise option. 4. Now there is a new line with all mandatory fields created. The “Check Printed” indicator is set to FALSE since we haven’t printed the check yet. The system will not allow us to Post this line without it being printed first. How to print a Check When there is a new line of Computer Check type created, it must be printed. Printing is done again from the Payment Journal. Open the Payment Journal Select the line you want to print Select the Print Check action in Check menu 4. The options screen will open and we might have to select the Bank Account from which we want the funds to be taken - Bank Account field, in our case Citi_Disbursement. The system should automatically load the Last Check No. If this is incorrect, you can amend it manually to the next Check No. you’ll be printing 5. Last thing to do is to press the Print option and BC will send this Check to be printed in your printer How to post a Check Now when the line with a Computer Check was printed, we can go ahead and Post the transaction. This is again done in the Payment Journal screen using the Post function Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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.

Drag and drop attachments in Microsoft Dynamics 365 Business Central and centralise sections “Purchase Invoice” and “Cash Documents”. Quick view attachments to save time, memory and increase productivity. Attachment Viewer Download Microsoft addon → Fastest upload and browsing of PDFs without downloading in D365 Business Central Why Attachment Viewer? Time savings Users can now view all attachments without downloading them, which saves time and increases productivity. No more cluttered downloads Upload and view attachments without downloading. Save time, memory and increase overall productivity. Centralise documents and invoices Organise your Business Central ERP solution and centralise purchase invoices and cash documents. Easy Drag & Drop Invoices and scans can be easily attached in Business Central using drag and drop or by selecting a document from a specific folder in your PC. Supporting attachments can be added to the main document file so everything is in one place. EFFICIENT Quick View Need to include an attachment? Just use drag and drop. Require document viewing? Click to display the PDF, navigate through additional files, and zoom in when necessary. Want to print or remove a document? Easily achievable! Learn more about Attachment Viewer for Microsoft Dynamics 365 Business Central DOWNLOAD Success Try the add-on for FREE Download a 30-day trial version on Microsoft AppSource. At no cost and with no obligation! Download Microsoft addon → Choose your pricing plan MONTHLY €55 ANNUAL €594 10% Discount On Annual License

How-to - What is Master Data Integration? Microsoft Business Central What is Master Data Integration? What is the target? The aim of this extension is to implement a common set of data amongst the companies within the group. The most common requirement is to propagate the Chart of Accounts, however the extension may allow the user to use it for any entity within Business Central. Some of the most common entities are: Vendors Customers Dimensions Dimension Values Join On Point Academy to view all content Join the academy → Log in → How does it work? Master Data Company A master data company is created and it will be the main company from which data will be created and propagated to the sister companies. However the user may opt out some of the companies such as the test companies Companies (MDI) It’s to be noted that the connected company do not need to reside within the same instance and the integration may be done even via webservice, which is a very commonly used integration method. Connection Types Available - ERP Business Central Master G/L Accounts The Chart of Accounts area is the only entity which necessitates a different window from the standard window. However from a user perspective, the view will be very similar to the conventional one. Besides the user may choose to which companies the nominal accounts may be propagated. Master G/L Account - Business Central ERP Software Company Matrix - Business Central ERP Software Synchronization Profiles The synchronization profiles act as a gateway to any table within the system, which in turn the data can be propagated to a defined company. Through the profiles the user may define: The table to be replicated The fields to be copied A pre-defined filter for which records are to be synchronised The company to which it is to be synchronised. Synchronization Profile - Business Central ERP Software Table Filtering Criteria - Business Central ERP Software Implementation The implementation of this addon can be done in a very fast manner, ensuring that it will be up and running within a week. Some version restrictions apply and we suggest to get in contact with us to assist you in its implementation. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →