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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 →

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.