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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 →

VAT4U is a platform that can easily integrate with the company's existing systems, automating the traditional process of foreign VAT recovery. Companies will be able to manage and recover VAT from every foreign country they go to without incurring extra charges and hidden costs. VAT4U Malta VAT4U is Europe's first automated foreign VAT Recovery system . OnPoint has introduced this system to Maltese businesses and entities with the aim of helping them recover thousands of euros which are lost to foreign VAT. Foreign VAT Refunds What is the 8th Directive? Taxable persons who are registered for VAT in Malta under article 10 of the VAT Act are enTaxable persons who are registered for VAT in Malta under article 10 of the VAT Act are entitled to reclaim their input VAT in other EU Member States. Depending on your country of business, regulations, process and requirements for VAT refund claims may vary. Either directive 2008/09/EC, former 8th directive or directive 86/560/EEC, also known as the 13th directive, will apply depending if your company is EU or non-EU registered. Foreign VAT Refunds can be claimed by submitting a refund application through an electronic portal provided by their own tax authority to the EU Member State; the Member State of establishment. Every year, companies lose around €10 billion in unrecovered foreign VAT worldwide. It seems Foreign VAT Refund was mostly unheard of in Malta, with very few companies making use of Directive 2008/09/EC which gives the right to EU companies to claim back the VAT incurred in other EU Countries. 2000+ VAT Rules Cloud Based Platform GDPR Compliant Automated VAT4U Europe's Leading Automated Foreign VAT Refund Tool VAT4U is a powerful tool that integrates easily with your accounting software, programmed with over 2000 VAT rules, OCR and VIES checks to help our customers reclaim all they are entitled to while being GDPR compliant. The VAT4U process is very straight-forward. All foreign invoices, including travelling expenses, are collected and inputted for every company using our easy-to-use online platform (no need to install software). With a directory of 2,000+ VAT rules, OCR and smart checks , it is ensured that VAT claims are then submitted with a click of a button enabling companies to receive the maximum VAT refund amount. Download VAT4U Brexit Factsheet DOWNLOAD Enter your email address to download the e-book The content should be downloading soon

Jira is all about work and project management and having one single platform where all departments and teams can work on important tasks while all the progress is planned and tracked with advanced Roadmaps, Gantt Charts and more. JIRA SOFTWARE Task & Project Management Software for any team GET IN TOUCH The #1 work management software solution used by all teams Trusted by over 40,000 companies worldwide Make Jira your way Jira Software is built for every member of your team to plan and track tasks from small business assignments to big projects. Designed for security and scale Gain peace of mind with enterprise-grade solutions tailor-made to secure and scale Jira Software across your entire organization. Privacy Jira Software invested in GDPR and Privacy Shield to ensure all data is handled with care. Security Jira Software safeguards your data with controls like permissions and encryption in transit and at rest. Compliance Verify Jira Software's security with SOC2, SOC3, ISO 27001, ISO 27018, PCI DSS, and more . Friendly by nature, powerful by default It’s Jira, built for business teams Designed for marketing , HR , finance , and other business teams - collaborate and work the way you want with Jira Work Management. GET STARTED Sales Track leads, build pipeline, and make team handoffs easy so your team can crush their quota — every time. Human resources Empower your HR team to manage the entire employee lifecycle, from recruiting to offboarding. Operations Keep your company’s lights on with customizable, iterative, and structured workflows built for efficient teams. Legal Protect your organization and stay compliant with our structured workflows and custom permissions. Design Craft beautiful, delightful experiences for both marketing and product with real cross-company collaboration. Marketing Plan it, create it, launch it. Collaborate seamlessly across the organization and hit your marketing goals every time. Finance Audit-proof software built for critical financial operations like month-end close and quarterly budgeting. Plan, track, finish & monitor tasks using different views Choose view Custom workflows to streamline all your business processes Streamline how teams work together and ensure nothing slips through the cracks. Create custom workflows for any process with the unparalleled customizability of Jira. Unlocking Atlassian Teamwork Collection: A Comprehensive Guide for 2026 Atlassian JSM Knowledge Base Setup & Knowledge-Centered Service Loop Atlassian Why your JSM CSAT surveys fire at the wrong time (and how to fix it) Atlassian The Jira fix version mistake that duplicates your release notes Atlassian 5 Atlassian updates from 2026 that actually matter for IT service teams Atlassian We Brought Atlassian to Lagos. Twice. Announcement Speak with an Atlassian expert Let our Atlassian experts analyse your JIRA solution to instantly enhance your team's processes. → Country Code GET FREE CONSULTATION An Atlassian specialist will be in contact with you soon

AI, ITSM & Adoption: Building Human-Centered IT Experiences for African Organizations Join Africa's most forward-thinking IT and digital transformation leaders for a candid conversation on what it really takes to make ITSM and AI adoption stick. Reserve Your Seat Meet the Speakers Date: 23rd July 2026 Live on Streamyard Time: 12:00 PM WAT THE PROBLEM WE'RE ADDRESSING Tools go live. Processes get deployed. And people quietly work around them. African organizations are investing heavily in IT service management and AI transformation. Yet adoption remains stubbornly low. Why? Because most ITSM and AI frameworks were designed for a different context — and rolled out without the most critical ingredient: the human element. This webinar changes that conversation. THE PROBLEM WE'RE ADDRESSING Built for senior professionals driving IT and business transformation across African enterprises. You'll benefit most if you are a: LEADERSHIP CIO or IT Director DELIVERY ITSM or Service Delivery Manager STRATEGY Digital Transformation Lead ARCHITECTURE Enterprise Architect PEOPLE HR or Employee Experience Leader CHANGE Innovation or Change Management Profession If your work sits at the intersection of people, technology, and organizational change — this conversation is for you. MEET THE SPEAKERS Creator of the Humanizing IT™ methodology and one of the world's leading voices on people-centered IT transformation. Katrina brings a decade of experience helping global organizations close the gap between IT capability and human adoption. Katrina Macdermid Co-Founder -HIT Global Samuel leads Onpoint's ITSM practice across Africa, working directly with enterprise clients navigating complex digital transformation journeys. As the continent's Humanizing IT™ partner, he brings deep regional insight to every conversation. ITSM Solutions Architect - Onpoint Africa Samuel Desu Three perspectives: Methodology, regional practice, and lived enterprise experience. A practitioner at the forefront of digital transformation in African financial services. Vivian brings the lived experience of implementing technology initiatives across a pan-African enterprise — and the hard-won lessons that come with it. Head of ITSM & CX - Ecobank Vivian ABOUT THE ORGANIZERS Brought to you by the team that built the methodology — and the partner running it across Africa. Onpoint OFFICIAL HUMANIZING IT PARTNER FOR AFRICA HIT Global HOME OF THE HUMANIZING IT METHODOLOGY Onpoint is the official Humanizing IT™ partner for Africa, delivering ITSM consulting, digital transformation advisory, and certification programs to enterprise clients across the continent. A globally recognized, people-first framework for ITSM and digital transformation — redefining how organizations think about technology adoption. SAVE YOUR SEAT One conversation could change how your organization approaches adoption. Reserve your spot — it takes 30 seconds. We'll send you the join link and a reminder ahead of the session. No spam, ever. THURSDAY, 23RD JULY 12:00 PM WAT LIVE ON STREAMYARD Reserve Your Seat

On Point Ltd is a Microsoft Certified Partner, providing consultancy, implementation and support of Dynamics NAV / Business Central 365, an accounting / ERP software solution that goes beyond the limit of your basic accounting & reporting software for any firm, manufacturing to gaming industries. Microsoft Dynamics 365 Business Central Do accounting like never before with Microsoft GET IN TOUCH Features of Business Central Microsoft Dynamics 365 Business Central is a comprehensive enterprise resource planning (ERP) solution designed for small and medium-sized businesses. It offers a range of capabilities including financial management, supply chain management, project management, and customer relationship management. The software is built on the Dynamics 365 platform, which allows businesses to integrate with other Microsoft products such as Office 365 and Power BI. On Point will prepare an entire customised ERP/accounting solution for you. Inventory Management Take control of your inventory and streamline goods movement across multiple warehouses effortlessly. Handle variants, serial numbers, and SKU codes, optimising the use of product barcodes and inventory. Automate every process and manage your warehouses better. Manufacturing Streamline the Manufacturing Process to enhance your operations. Take charge of your inventory and effortlessly track product costings. Boost efficiency, reduce manual work, and ensure seamless production from start to finish. Sales & Marketing Effortlessly manage and delve into detailed customer data, seamlessly integrated with orders, while closely monitoring pricing, discounts, and marketing campaigns. Stay connected with your customers through automated email communication. Retail Work with a detailed supplier agenda. Automatically cover production, sales or project requirements Manage detailed product database with smart predictions and insights to re-order products. Service Management Support shops and field service operations with complex business scenarios. From customer service distribution systems to industrial service environments with bills of materials, we've got you covered. Project Management Create reports, invoices based on project data. Plan better by resource capacity measuring and contrasting the planned and actual costs. Track project status and earnings in real time. Human Resources Simplify task management while keeping track and records of all employment contracts. Keep track of absences, reasons for inactivity, or dismissal. The system complies with GDPR rules. Finance Management Manage general ledger, payables, receivables, inventory, fixed assets and cash flow. Create custom reports based on your requirements to take better decisions. One software for everything Access your business on the go, wherever you are Learn more → Industry-based solutions and addons Business Central adapts to your business and industry, designed to help your company scale and grow. Microsoft Dynamics 365 Business Central is a powerful and flexible ERP solution that can help any business streamline their operations and make better decisions. It offers a wide range of capabilities that can be customized to meet the specific needs of any business, and can be easily integrated with other Microsoft products for added functionality. Learn more → What is Cloud Accounting? Learn more about cloud accouting → Cloud Accounting is a technology that allows people to use accounting software and applications over the Internet. Also referred to SaaS, this is the forward for the most cost-effective, centralised and remote-friendly business tools. Backup Costs We adhere to global regulatory laws and compliance guidelines to make sure your data is secure and compliant at all times Server Costs Such costs may be subdivided into other costly expenses such as server anti-virus software, maintenance and electricity. IT Outsourcing With the SaaS version, server maintenance and software upgrades are automatically done by Microsoft. VPN Software & Hardware Trusted by countless businesses From small businesses to MNCs, Business Central is helping companies manage their numbers better. RAICO has switched to Business Central . It has been a natural choice and an easy switch. 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 Learn more about Microsoft Dynamics 365 Business Central Cloud Solution Download free eBook

On Point Ltd is a Microsoft Certified Partner, providing consultancy, implementation and support of Dynamics Navision / Business Central 365, an accounting / ERP software solution that goes beyond the limit of your basic accounting & reporting software for any firm, from manufacturing to igaming industries. RentEase Business Central Business Central for Real Estate Manage all data, documents and transactions in one place. Facilitate communication with tenants to speed up transactions and automate all processes. GET IN TOUCH THE LESSOR As a lessor, you work with the ERP system Microsoft Dynamics 365 Business Central and our Real Estate Management module – as well as your brokers. Tenants do not have access to your ERP system. The license price includes the complex ERP system and the Real Estate Management module. THE TENANT We are also presenting our portal for tenants, which cooperates with the ERP system , integrated with your Real Estate Management module. It works as an assistant for you and your tenants. It facilitates mutual communication, cooperation and administration. The access to the portal is granted by you to each tenant and you can withdraw it again at any time. What is an ERP System? You can imagine an ERP system as the brain of the whole company. It helps manage all processes, keeps your data and documents up-to-date, and thanks to the automation, it can "think" a number of things for you and save you a big amount of time. It represents the functions of several different systems at the same time. You can manage accounting, human resources, project and budget planning, financial reporting, but also warehouse or production management using an ERP system. We will tailor it exactly for you , so that it can fully adapt to the operation of your company and make it more efficient. Do you have a favorite program or application? We can most likely connect it to Business Central. What are the benefits of ERP solutions ? Easy collaboration The system links the work of your teams and departments. We will set up the access of individual users exactly as you need. Always up to date You always see the data in real time. There is no duplication or work with outdated information. Mobility & Flexibility You can access your system anywhere, on any device. All you need is internet connection! Increased productivity With Business Central and automation, you will be faster, more accurate, and have time to get more work done. Integrations & Automations We can easily connect the ERP system with your favorite tools, so that you can work even more efficiently. Security & Compliance We adhere to global regulatory laws and compliance guidelines to make sure your data is secure and compliant at all times How Can the Real Estate Management Module Help you? It facilitates the broker's job: Offers sample contract settings as well as templates for setting services and prices Suggests the price of rent, services as well as due dates and termination It helps verify and complete formalities: Checks the validity of the tenant's documents in the database of the concerning Government authorities You can register foreigner tenants and roommates via the system at the Foreign Police - the system then downloads the confirmation and attaches the document to the tenant's card Integrates with your Bank The system automatically understands and downloads different bank statements. Therefore, tenants can pay to your account and the system automatically matches the tenants' payments and receivables according to the specified rules. For example, by variable currencies, amounts, and bank accounts. 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 Learn more about Business Central for Real Estate Download free eBook CLICK HERE TO DOWNLOAD

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Exclusive Webinar Series Transform Budgeting & Planning with Bizview Register Count every Seconds Until the Event 00 Days 0 0 : 00 Hours 0 0 : 00 Minutes 0 0 : 00 Seconds 0 0 About the Webinar Unlock the full potential of modern financial planning with our two-part Bizview webinar series, brought to you in collaboration with our trusted partner, Insightsoftware. In today’s fast-paced business landscape, traditional manual budgeting and forecasting methods are no longer sufficient. Bizview offers a robust, cloud-deployed solution that streamlines processes, reduces errors, and enables faster, data-driven decisions. This series is tailored for finance leaders looking to elevate their budgeting and forecasting practices. Speakers Habib Ilobu Reporting Consultant | Onpoint Habib Ilobu is a skilled data analyst with experience in data governance, database development, optimization, and analytics. He excels at presenting insights clearly to support decision-making and problem-solving. He is adept at creating realistic projections, identifying viable strategies, and delivering timely reports that drive organizational growth and success. Ranzel Jondonero Channel Manager - EMEA at insightsoftware A dedicated Channel Manager with three years of experience at insightsoftware, specializing in managing the Jet product across the EMEA region. Skilled in fostering partnerships and driving growth within a dynamic and fast-paced industry. Topics These sessions are crafted to help you achieve greater precision in your projects by leveraging powerful tools and expert insights. Register Now 👇 Bizview Essentials: Redefining Budgeting and Planning for Modern Finance 11th December | 11AM UTC In this session, our expert speaker, Habib, will walk through key features and benefits, including how Bizview consolidates data, reduces manual errors, and empowers finance teams to make quicker, data-driven decisions. Register Elevate Your Insights: Bizview and Power BI for Enhanced Planning and Forecasting 12th December | 1PM UTC Ranzel will demonstrate how Bizview complements Power BI to provide a unified platform for planning, forecasting, and KPI management. Register Why Should you Attend Ditch the Spreadsheets: Say goodbye to error-prone, manual budgeting! Bizview’s smart automation does the heavy lifting so you can focus on strategic insights. Real-Time Power with Power BI: Discover how Bizview’s seamless integration with Power BI unlocks powerful, real-time analytics, putting data-driven decisions at your fingertips. Transform Your Financial Planning: Streamline workflows, eliminate bottlenecks, and drive impactful results. Bizview’s tools help you plan smarter, forecast accurately, and act with confidence. Ready for Growth: Bizview scales with your business, letting you adjust forecasts and plans instantly to stay ahead in a dynamic market.

Atlassian Jira's Add-on is a Human Resources solution automating all tedious tasks for an HR department, from onboarding/offboarding, contracts, leave/absence management, jobs and more. Jira for HR and Recruitment This HR Management System facilitates team processes and collaboration across different departments saving time and easing workflow fostering efficiency. GET IN TOUCH What does the Solution consist of? Recruitment Onboarding Operations Offboarding Recruitment The recruitment process can be facilitated through the various steps of the recruitment process. Preparing Sourcing Screening Selecting Hiring At the very end this process can be linked to kick start the automated onboarding processes, facilitating workflow and ensuring a smooth continuation. 1. Recruitment Onboarding Process The onboarding workflow manages pre-employment checks, employee details and help set up the necessary accesses. Offer Acceptance Schedule an induction meeting Contract Documentation NDAs Employment Documents Induction & Orientation Notify and coordinate with involved teams and departments Provide employee with equipment (laptop, mobile etc.) Provide employee with access (emails, task management system etc.) Organize records and training materials Communicate with clients Training Provide employee with necessary training Monitor and follow ongoing development 2. Onboarding HR Operations Set Employee Objectives & Key Results Set objectives and key results within the system for a continuous update and monitoring of the tasks. Company, Team & Individual OKRs Set-Track-Achieve, Classify Objectives by initiatives Auto-track progress of Objectives by linking Jira issues Align all levels of OKRs Performance Reviews Nurture a sense of continuation supported with a log of work the individuals and teams have worked on throughout the year without the need for extra effort. Let the system keep track! Fully flexible Form Builder Easy access for team members and managers 3. Operations Consolidated Calendars Integrate and sync calendar events, tasks and work processes facilitate the creation of timesheets and easily keeping track of key results. Leave Management Easily manage leave requests and plan ahead through the system. Continuous Feedback Facilitate communication through continuous feedback nurturing collaboration across teams and individuals. Give, Request Feedback on an issue or independently Use continuous feedback as a reference in review forms Document Read Confirmations Help your team follow through and keep up with the necessary documents and keep track of who read the documents. Ideal for team member onboarding, ensuring HR policies are read or communicating software requirements to developers. Offboarding Process For the offboarding process, HR workflows provides teams with complete visibility. Managing the Resignation Process Document the contract termination Schedule an exit interview Notify involved teams Communicate with clients Paperwork Prep Review contracts and NDAs Prepare compensation, benefits and tax document Handover Process Find a replacement Establish training needs Prepare required documentation for handoff Account Termination Limit employee access Change passwords Notify teams involved Remove employee from company meetings and events 4. Offboarding