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

Live Webinar Eliminate Clutter and Save Time with Attachment Viewer 31st Oct. 3PM CEST Live on StreamYard Register Here About the Webinar Discover how this powerful add-on, developed by onpoint, simplifies attachment management within Microsoft Dynamics 365 Business Central. From reducing clutter and eliminating unnecessary downloads to ensuring seamless document organization, Attachment Viewer enhances efficiency and productivity across your workflows. Learn how to centralize attachments, automate document processes, and improve job management, making your day-to-day operations smoother and more organized. 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. Why You Should Attend If you’re looking to save time, streamline document handling, and boost productivity within Microsoft Dynamics 365 Business Central, this webinar is for you. Learn how to manage attachments more efficiently, centralize your documents, and reduce unnecessary downloads, giving you more time to focus on what matters. Whether you're a business owner, project manager, or IT professional, discover how the Attachment Viewer can revolutionize your document workflows. The Speakers Stephen Abela Director | Onpoint Focusing in Microsoft Dynamics NAV 365 BC, Atlassian and business reporting software, with a demonstrated history of working with many companies from SMEs to MNCs in different industries. Lucille Cachia Business Development Manager | Onpoint Lucille Cachia currently serves as the Business Development Manager at Onpoint, a role she has embraced over the past year. Her expertise has been instrumental in driving the company’s growth and expanding its reach. Her passion for learning and research has led her to explore a wide range of fields, and this diverse background fuels her strategic approach to business development and innovation. At Onpoint, Lucille is now at the forefront of launching key solutions, including the Attachment Viewer add-on for Business Central, which aims to streamline operations and enhance client productivity. Key Takeaways Learn how to view attachments instantly without downloading, saving time and increasing productivity. Discover how to organize and centralize documents across multiple workflows like invoices and sales documents. Understand the benefits of a clutter-free workspace with streamlined document management processes. Explore the drag-and-drop functionality for easy attachment management across Dynamics 365 Business Central. See how Attachment Viewer integrates with Job Planning Lines and automates attachment inclusion in Sales Invoices. Register Here CONNECT WITH US

On Point Tech Talks are a series of podcasts covering interesting topic vis-a-vis Microsoft Dynamics 365 Business Central, Atlassian Jira and Confluence, Jet Reports and other software solutions we offer. Sprint Podcast Trailer Sprint Podcast Sprints by onpoint - Trailer S1EP1 Sprint Podcast Why Sprints? S1EP2 Sprint Podcast Why Sprints? (Part 2) S1EP3 Sprint Podcast Boys Boys - Around the world (well Lagos) & beyond S1EP4 Sprint Podcast 1957 - Not the regular "independence" story! S1EP5 Sprint Podcast Developer's Lens | Agile? S1EP6 Sprint Podcast Developer's Lens | Agile?

How-to - How to Create Purchase quote Microsoft Business Central How to Create Purchase quote This document is as a quick reference to create purchase quote in Business Central. Join On Point Academy to view all content Join the academy → Log in → Purchase quote Go to Purchase Quotes (type Purchase Quotes in the Search box and click on a link) Choose action +New Fill in Vendor information and in the quote line fill in Type, No. , and Quantity Make order out of Purchase Quote: click on Process → Make Order You have created a Purchase order form the Purchase Quote Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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Transfer UOM The "Transfer Unit Of Measure" addon for Microsoft Business Central Auto-sets transfer order quantity from the Transfer Unit of Measure on the item card Get Started Why Choose Transfer UOM Automated Transfer Order Automatically fetches and applies the "Transfer Unit of Measure" from the Item Card to the transfer order line, ensuring precision in inventory management. Enhanced Item Card Functionality Introduces a new "Transfer Unit of Measure" field on the Item Card, allowing you to set a default UOM for transfer orders, reducing the need for manual entries. Error-Free Transfers Prevents costly mistakes by standardizing the unit of measure across purchasing, transferring, and selling operations. Getting Started Transfer UOM Transfer UOM allows users to specify a default unit of measure for transfers. When an item with a defined "Transfer Unit Of Measure" is selected in a transfer order, the system automatically sets the quantity of measure code to the pre-configured value from the Item Card, streamlining the transfer process and reducing manual entry errors. Key Benefits Reduced Errors: Automating UoMs ensures consistency and eliminates costly mistakes caused by manual data entry. Improved Efficiency: Users save time by working with pre-configured defaults, enabling faster and more accurate processing. Cost Accuracy: Proper UoM management prevents incorrect costing, safeguarding profitability. Streamlined Workflow: Whether purchasing in bulk, transferring inventory to outlets, or selling individual units, the process becomes seamless. Transfer UOM Curious to learn more? Our ebook provides an in-depth explanation of each feature. DOWNLOAD

From self-paced online courses to private training sessions. Master your software and unleash new potentials. Finance Academy Future Of Work Nigeria 2026 17 July 2026 at 10:00:00 EXTERNAL Future Of Work Ghana 21 November 2025 at 10:00:00 EXTERNAL Future Of Work Ghana 21 November 2025 at 10:00:00 EXTERNAL Document Management Made Easy with BC 2 November 2023 at 13:00:00 EXTERNAL Live Expense Management Webinar: Beginner To Pro 1 December 2022 at 11:00:00 TICKETS See all events → Available Courses Advanced Beginner Course Mastering Business Central An advanced course covering all Microsoft Dynamics 365 Business Central features and functionalities Learn more Course The Essentials of Business Central A beginner's course to Microsoft Dynamics 365 Business Central. Learn the basics and understand Microsoft's ERP/accounting solution. Learn more Related Articles Access our resources loaded with insightful articles , how-to 's and recorded webinars VAT Reports and Settlement of VAT period See how it's done G/L Dimension Overview in NAV See how it's done How to use and create Account Schedules See how it's done End-of-Year Process in NAV See how it's done See all how-to's →