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How-to - G/L Dimension Overview in NAV Microsoft Business Central G/L Dimension Overview in NAV This document is a quick reference guide on how to use G/L Dimension Overview in General Ledger Entries. Join On Point Academy to view all content Join the academy → Log in → How to find Please open General Ledger Entries using the search box on the top right corner. How to use First of all, you should use the standard filtering function to see only general ledger entries you need. For example, entries posted last month to the cost accounts. Flitering by Dimension values As all dimensions cannot be filtered as standard fields, you can use the Set Dimension Filter button for. This is function especially programmed for filtering General Ledger Entries by dimension values. In order to open it, please click on Entry, then on Set Dimension Filter… Choose dimension code and value, you want to see only. Below is what your window should look like. You can, of course, add more than one filter here. For example, I’ve made my filter show only small businesses. The general ledger entries are now filtered also by dimension values, you have chosen, see the picture below. You can also delete individual filters by clicking X on them, or delete all filters by clicking Reset filters. When you are satisfied with data you have filtered out, you can continue to the Dimension Overview. Dimension overview In order to open the Dimension overview, click on Entry, then on G/L Dimension Overview. Then click on Show Matrix. You can see now General Ledger Entries and their Dimension Values in one page. For a deeper analysis of the data, you can send lines to the excel via the share button. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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We focus on automating reporting which is key to take important decisions faster, putting your business ahead of the curve. Automate repetitive accounting tasks and generate different reports easily with our customised reporting software designed for your business. Software Solutions designed for Finance People Discover Business Central → Manage accounts like never before. Our financial solutions deliver a centralised and hollistic approach to finance managament. Microsoft Dynamics Navision is now Business Central A software solution that integrates all functions into one. Not only is this often more cost-efficient (compared to running separate software for accounts, marketing, sales etc.) but the ability to access information from one location can significantly reduce time spent exporting and correlating data from separate platforms. Learn more about ERP Software → Business Central, a better cloud accounting solution Business Central is now available on the cloud. Cloud accounting allows finance people and accountants to use accounting software remotely wherever they are. The solution is more cost-effective and centralised whilst integrating with other countless tools, such as Excel, Teams and Outlook Learn more about cloud accounting → Countless integrations and industry ready solutions Explore → Upcoming finance events Trust Layer Summit Thu, 22 Oct Tang Palace Hotel More info Learn more → Turn Financial Data Into Answers Thu, 20 Aug Streamyard More info Details AI, ITSM & Adoption: Building Human-Centered IT Experiences for African Organizations Thu, 23 Jul Webinar More info Details Future Of Work Nigeria 2026 Fri, 17 Jul Lagos More info Details Cyber Security in 2026: Why Compliance Alone is No Longer Enough Thu, 05 Mar Streamyard More info Details Future Of Work Ghana Fri, 21 Nov Accra More info Details Future Of Work Nigeria Thu, 25 Sept Lagos More info Details Why Traditional ITAM Fails Wed, 17 Sept Streamyard More info Details Multiple Dates Transform Budgeting & Planning with Bizview Thu, 12 Dec StreamYard More info Details Al is reshaping the world of work. Is your team ready? Thu, 14 Nov Location is TBD More info Details Eliminate Clutter and Save Time with Attachment Viewer Thu, 31 Oct Streamyard More info Details ITSM Connect Boardroom Experience Fri, 20 Sept Accra More info Details Multiple Dates Why Estimation and Forecasting are Crucial in Agile Projects Wed, 11 Sept StreamYard More info Details Jira Essentials: Mastering Task Management for Teams Wed, 31 Jul StreamYard More info Details Dynamics 365 Business Central: What’s New & Next Thu, 27 Jun StreamYard More info Details Jira For Construction Tue, 04 Jun Stream Yard More info Details Let's talk Jira Fri, 22 Mar Zoom More info Details ITSM Connect Business Breakfast Edition Fri, 09 Feb Accra More info Details Load More Five Mistakes Killing Your CMDB and How to Fix Them Finance Five Modules. Six Months. One Bank That Stopped Guessing. Announcement IT Services Planning vs IT Service Delivery vs IT Services Operations Finance Maximising Jet Reports for Effective Excel Reporting from Dynamics ERP Finance A Complete Guide to Using an Excel Asset Tracking Template for Small Businesses Finance Reimagining ITIL: The Essential Framework for AI-Driven IT Operations Finance

How-to - VAT Entries Report Jet Reports VAT Entries Report A VAT report is a financial document that summarizes a company’s VAT Transactions over a specific accounting period, helping a company complete its VAT return. In this report, we show you how to create a VAT Report that shows sale and purchase documents. The report is created from the following information. Join On Point Academy to view all content Join the academy → Log in → Procedure Step 1 Know where you are pulling your data from Just as shown below, the NL(Rows) will contain our source of data, which will be pulled from the table “VAT Entry“. The NF (Keys) will be a cell reference, which will be referencing cell $D7, and the fields will be pulled from the names as shown. Step 2 Filling in the formulas Since we now know where to pull our table, keys, and fields from, I’ll show you how to do that here. Once you are done creating the functions, you can remove the names on the last row. They are just there to guide you on the name to put in the field when filling in the formulas. filling the formulas for the NL function. Fill in as shown below Filling the formulas for the NF function Fill in as shown below. Note: use the same procedure to fill in all the NF functions. the key will be the same, just the field will be different. When all these are done, your report should look just as shown below Step 3 Running your report. When you run your report, it should look something like this. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

Optimize Your Financial Workflows with Continia Continia delivers powerful solutions built inside Microsoft Dynamics 365 Business Central, enabling organizations to automate and streamline financial processes seamlessly. Get in Touch Document Capture Effortlessly automate your document management with Continia Document Capture. From scanning invoices to extracting key information using OCR technology, this solution ensures accuracy and compliance while reducing manual work. Learn More Continia Sustainability Take control of your organization’s carbon footprint with Continia Sustainability. Monitor, report, and optimize emissions data seamlessly within Business Central to align with sustainability goals and regulatory requirements. Learn More Expense Management Say goodbye to paper receipts and manual expense reporting. Continia Expense Management simplifies and automates expense tracking, approval workflows, and reimbursements directly within Business Central. Learn More Document Output Ensure smooth and professional document distribution with Continia Document Output. Automate invoice, order confirmation, and statement sending with fully customizable templates and formats. Learn More Why Choose Continia Efficiency, Accuracy, and Cost Savings in One Solution Seamless Integration: Continia solutions are built inside Business Central, eliminating the need for external software and ensuring a smooth, native user experience. Time & Cost Savings: Reduce manual effort and implementation costs while accelerating financial processes. Proven Expertise: With 30+ years of experience, we’ve developed the best financial automation solutions tailored for Business Central users. Trusted by Thousands: Over 1,600 partners and 20,000+ customers worldwide rely on Continia for efficient and secure financial management. Scalability & Flexibility: Adjust features and user access as your business grows, with localized solutions tailored to regional compliance requirements.

How-to - How to Modify Sales Quote Email Template to Customers Microsoft Business Central How to Modify Sales Quote Email Template to Customers You can set up default reports that will be used to print the various documents for sales and purchases, such as orders, quotes, invoices, and credit memos. Join On Point Academy to view all content Join the academy → Log in → For example, if you have a specific layout for sales invoices, you can specify that report in the Report Selections - Sales page so that it will be used to send or print sales invoices. The Report Selections pages specify which report will be printed in different situations. Business Central includes default configurations, but of course you can change these defaults. You can also add reports to the Report Selection pages if you want to print more than one report per document type, for example. Report selection for sales documents 1. Choose the search icon , enter Report Selection - Sales , and then choose the related link. 2. Click on the Email Body Layout Description field action. 3. On the Custom Report Layouts page, select the Default Email Body description. 4. Click on the Layout field and Select Export Layout. 5. Edit the Layout by adding the company logo to the sales quote. 6. Click on the Layout field and Select Import Layout the edited word document. 6. Select the new email template which is created as Copy of Default - Email Body . To send an email with the standard email body template 1. On the Sales quote page, navigate to the Print/Send button and click on Send by Email . 2. Fill in the fields as necessary. 3. Click on OK. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

onpoint is a business software company situated in Malta, Czechia, Nigeria and Ghana. Partners with giant tech companies namely Microsoft, Atlassian and Jet Global. We provide and support software solutions specialising in Microsoft Dynamics 365 Business Central ERP, Jira Software and Jet Reports. Supercharge your Nigerian company with onpoint's business solution softwares Leverage on the latest software solutions and boost productivity, revenue and performance. Get started Upcoming Events Trust Layer Summit Thu, 22 Oct Tang Palace Hotel More info Secure Your Seat SOFTWARE Industry-ready Solutions SOLUTION FOR ANY INDUSTRY Accounting/Financial > Gaming > Microfinancing > Car Leasing > Retail > Hotels & Restaurants > Pharmacy > IT Management > Human Rescources > SOFTWARE SOLUTIONS Jira Software > Confluence > Jira Service Management > Opsgenie > SERVICES What we do Integrations We can develop or integrate any tool to your existing company software for a centralised solution to enhance efficiency. Training Basic and Advanced Training and Webinars Implementations Customised solutions tailored for different companies Support 24/7 support on request, Troubleshooting and Knowledge Bases Maintenance Systems monitoring , back-ups and security checks Consultation System Analysis, consultation and enhancements INTRODUCING JIRA One Centralised Work Management Software Plan, track and streamline all traditional processes, and start realising your business goals while reducing operational costs. LEARN MORE JIRA WORK MANAGEMENT Plan your work better with Jira LEARN MORE Humanising IT™ Global is now live in Africa. IT has structure. Now it has perspective. Explore globally recognised certifications delivered through onpoint, the official Humanising IT™ training partner in the region. Enroll Now ONPOINT26 $245 Discount Use Discount Code Unlocking Atlassian Teamwork Collection: A Comprehensive Guide for 2026 Atlassian The Jira fix version mistake that duplicates your release notes Atlassian JSM Knowledge Base Setup & Knowledge-Centered Service Loop Atlassian 5 Atlassian updates from 2026 that actually matter for IT service teams Atlassian Why your JSM CSAT surveys fire at the wrong time (and how to fix it) Atlassian We Brought Atlassian to Lagos. Twice. Announcement CLOUD IS NOW Future-proof your organisation and switch to more affordable cloud-based software solutions Get started OUR CLIENTS Trusted by industry-leading entities At ‘On Point Ltd.’ we go a step further. Apart from the understanding which products are best suited and adequate, we provide cost-effective software solutions whilst hand-holding each client through every step. PARTNERS Partners with tech giants and the best in the digital industry TESTIMONIALS What our clients are saying TESTIMONIALS "There are no unmet promises and the process is very transparent with On Point's Business Central implementation and support." RAICO TESTIMONIALS "Thanks to On Point and Alessandro Vella we managed to get our Jira board up and running in no-time. If you're looking for a company to translate your workflow needs into an easy-to-use Jira board, look no further than On Point!" Betting.com TESTIMONIALS "On Point has made our transition to the new United Remote Jira infrastructure seamless . They helped us restructure all the projects and documentation we had on Jira & Confluence to a neater and more organized layout both for our development team and our clients. I am also impressed with the level of expertise on the Atlassian products they offer and I’m glad that they can support us as a Local Atlassian Partner ." United Remote TESTIMONIALS "We have found On Point to be an excellent partner in building and maintaining our Jira environment, all work is done on time and they continuously guide us very professionally on what we require" H&P TESTIMONIALS "On Point's Ltd Atlassian Specialist, has provided professional guidance in setting up the JIRA Software system environment and training, to use the software solution properly.” Malta Gaming Authority Upcoming Events Trust Layer Summit Thu, 22 Oct Tang Palace Hotel More info Register Upcoming Events Trust Layer Summit Thu, 22 Oct Tang Palace Hotel Register Take a Break Listen to music synced to your work modes. Where is your team on its ITSM Journey? Find Out

How-to - Trial Balance Report 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 →

How-to - End-of-Year Process in NAV Microsoft Business Central End-of-Year Process in NAV The document will provide a step-by-step end of year process Join On Point Academy to view all content Join the academy → Log in → Before Starting the Year End Process Review the Chart of Accounts and make sure that the Income/Balance field is set up correctly for each account. Whatever is meant to be a Balance Sheet Account should be set as Balance Sheet and whatever is meant to be set as an Income Statement Account must be set as Income Statement: Note that when a company is set up with an Additional Reporting Currency, NAV/ Business Central will automatically post the entries when the Close Income Statement is run. If the Additional Reporting Currency is blank, the entries will be created in a journal and the user would then need to post the journal manually. Closing Financial Year Go to accounting Period Click on Process then click Close Year Button Running the Year-End Procedure From the Search Box, type Close Income Statement and select the loaded link. A window will be loaded with a number of fields that need to be populated: Fiscal Year Ending Date is usually loaded automatically Fill in the General Journal Details (Template and Batch) Fill in the other Details as per Company agreed setup: Document No. Posting Description Retained Earnings Account Select the Dimensions being utilised Click OK If the Additional Reporting Currency is populated, NAV will automatically post the entries. In this case, go to the Retained Earnings account in the Chart of Accounts and verify that new entries have been posted: If the Additional Reporting Currency is blank, then the below additional steps are required: Go to the journal template and batch which was previously chosen when running the Close Income Statement Report Post the entries found in the batch Go back to the Account Periods screen and Create the Year. If the year was already created, then skip this step. There is a possibility that errors occur during the Close Income Statement process or the posting process due to Dimensions. If this happens, save a copy of the Account Type Default Dimensions, delete the records and re-try the process. Once the values are posted, re-load the dimensions. Please contact NAV/Business Central support to help with this step. 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 a Report in Excel using the NL (Rows) Function Jet Reports How to Create a Report in Excel using the NL (Rows) Function In this guide, we will show you how to use the NL (Rows) function to create a report in Excel. The NL function is a powerful tool that allows you to display values from your database on your report. Using this function, you can create reports showing specific information clearly and concisely. The NL (“Rows“) function inserts a new row for each value in the database. We will now display a list of Customer Names using the NL (Rows) function. Join On Point Academy to view all content Join the academy → Log in → Step 1: Open Your Excel Report and Navigate to the Jet Tab First, open your Excel report and navigate to the Jet tab. The Jet tab is where you will find the NL function, which you must use to create your report. Step 2: Click on the NL Function Once on the Jet tab, navigate to Tools and click on the NL function. This will bring up a drop-down menu where you can configure the function to display the information you want on your report. Step 3: Fill in the NL Function In the drop-down menu, fill in the NL function as follows: In the "What" tab, select Rows as you want to display each value retrieved from the database on a new row. In the "Table" tab, select the table that contains the data you want to display. In the "Field" tab, select the field that contains the data you want to display. Step 4: Click on "OK" Once you have filled in the NL function, click "OK". This will generate a report that displays the information you have selected. Step 5: Add a Column Name to Your Report Add a column name to make your report easier to read and understand. You can do this by selecting the cell above your NL function and entering a title in the appropriate field. Step 6: Run Your Report Once you have added a title to your report, run it to see the information you have selected displayed clearly and concisely. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

Sign, and manage all your documents directly in Microsoft Business Central. Streamline your workflow by signing and managing all your documents directly within Microsoft Business Central. Enhance productivity with an integrated solution that keeps your business operations efficient and secure. Try for Free Why Choose Docusign Anything Universal Solution Docusign Anything lets you send any document for signature directly from Business Central. Whether it’s sales documents, HR forms, project files, or custom reports, there are no restrictions. If you need it signed, we’ve got you covered. Built in Partnership Our integration goes beyond compatibility—it’s a collaboration. Developed alongside Docusign’s own experts, this solution ensures seamless functionality within Business Central. The result? A reliable and refined experience backed by the industry leader in electronic signatures. Flexibility Don’t have a Docusign account? That’s not an issue! Docusign Anything is designed to function seamlessly whether or not you have a subscription. Plus, take advantage of our special partner pricing on envelopes, helping you stay efficient while cutting costs. Bulk Sending Save time by sending multiple documents in one go. Docusign Anything is the only solution that allows you to bulk-send documents directly from Business Central. Currently perfect for HR processes, and we’re already working to expand it for client-facing workflows. Key Benefits Flexible Integration: Whether you already have a Docusign subscription or not, Docusign Anything adapts to your needs. Preconfigured Documents: We’ve made it easy to set up the most commonly signed documents such as sales offers, orders, and invoices – with just one click. Docusign Queue Management: Keep track of all documents sent for signature with detailed insights into who sent them and to whom. Try for Free Docusign Anything Curious to learn more? Our ebook provides an in-depth explanation of each feature. DOWNLOAD

How-to - Adding Dimension to Configuration Package Microsoft Business Central Adding Dimension to Configuration Package This is a step-by-step walkthrough how to add Dimension to your Business Central. Join On Point Academy to view all content Join the academy → Log in → Steps: 2. 3. 4. Activate Dimension as Columns 5. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →