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How-to - Business Central US - IRS 1099 Microsoft Business Central Business Central US - IRS 1099 This document describes how to set up Vendors as 1099, how to mark already posted entries for reporting of 1099 and how to actually send a report to particular Vendors from BC. Join On Point Academy to view all content Join the academy → Log in → How to set up Vendor as 1099 Navigate to Vendor Card Go to “Payments” section Press on “Show more” Fill in the “IRS 1099 Code” with the desired code Marking the Vendor as 1099 only influences newly generated Vendor Ledger Entries from the time of setup onwards (Vendor Ledger Entry is generated upon Purchase Invoice or Purch. Cr. Memo posting). In order to report entries that have already been posted, the Vendor Ledger Entries must be marked with a 1099 code manually. How to mark historical Vendor Ledger Entries as 1099 In order to include Vendor Ledger Entries in 1099 reporting and submission, they must be marked with a 1099 code. Even though users are not able to change Vendor Ledger Entries after they are created, the “IRS 1099 Code” field is always editable and can be changed. Navigate to Vendor Card Use action “Ledger Entries” in “Vendor” tab Filter for desired Vendor Ledger Entries of type “Invoice” or “Credit Memo” and scroll right to columns “IRS 1099 Code” and “IRS 1099 Amount” The “IRS 1099 Code” needs to be set in order to include the entry in reporting and submission The “IRS 1099 Amount” can be set to full or partial amount of the document, this amount will be reported and submitted Only Vendor Ledger Entries of type Invoice and Credit Memo are reported How to submit 1099 electronically and inform the vendors Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

An interview about the benefits and use of Jira within MTN in Ghana. Watch the full interview CASE STUDY MTN An interview about the benefits and use of Jira within MTN in Ghana.

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

How-to - Report Options Jet Reports Report Options Introduction When Creating a report with Jet, Report Options are created to allow us to select specific filters to narrow down the report to show just the information you want to see. Report Options are mainly created for Jet’s particular users (Viewers). This gives them the ability to apply some specific filter to the report without changing the report itself. Report Options show as a pop-out window when you try to run a Report (built with report Report Options) just as shown below. Procedure. Step 1 Creating Report Options The Report Options Function on Excel Ribbon Tools is the key to creating Report options. When Click on the Report Options tab, the Window pop-out empty like this You can then Fill in the spaces as shown below Title = Start Date Value = 1/1/2022 Tooltip = Select a start date of your choice. For the look-up, I’ll show you how to use that later. use the same procedure to fill in the End date also, and your result should look like this. Once this is done, a new sheet named Options is created automatically. Step 2 Tags For creating a Report Options page We have a required and optional tag to create our report options Required tags Creating a Report Options window requires the use of three tags which include, Option, Titles, Values. Optional tags Two additional tags can be used to add functionality to Report Options windows which are, Lookup and Tooltip. Required tags Option The Option must always be in column A, any row that has OPTION in column A has become an option in the report options. Titles This creates a title for the options. it is always in the columns next to “Option” Values You can create value for your option here. Join On Point Academy to view all content Join the academy → Log in → Procedure. Step 1 Creating Report Options The Report Options Function on Excel Ribbon Tools is the key to creating Report options. When Click on the Report Options tab, the Window pop-out empty like this You can then Fill in the spaces as shown below Title = Start Date Value = 1/1/2022 Tooltip = Select a start date of your choice. For the look-up, I’ll show you how to use that later. use the same procedure to fill in the End date also, and your result should look like this. Once this is done, a new sheet named Options is created automatically. Step 2 Tags For creating a Report Options page We have a required and optional tag to create our report options Required tags Creating a Report Options window requires the use of three tags which include, Option, Titles, Values. Optional tags Two additional tags can be used to add functionality to Report Options windows which are, Lookup and Tooltip. Required tags Option The Option must always be in column A, any row that has OPTION in column A has become an option in the report options. Titles This creates a title for the options. it is always in the columns next to “Option” Values You can create value for your option here. Optional tags Lookup This allows users to select a value or set of values from a drop-down list, this can be done using the Jet function “NL(lookup)“. Tooltip This provides you with useful information when you hover over an option in the Report Options window. Step 3 How to use your NL(Lookup) NL("Lookup") function is to simply pull a list of values from the database. For example, if a list of customer numbers ("No.") from the "Customer" table is desired then the function would look something like this: Step 4 Linking your report Option to your report. Since we created our report options, I’ll show you how to link the Report Options page to your report. we will link this report option to the “Customer Sales Report“ we’ve created. As we already know, the report option helps us narrow down our report. now, will filter our report with the date range and customer no from the report options. The filter will be applied on “D5“ and “H5“. customer no. the filter will be applied to NL(rows). “D5“ while the Date range will be applied to “H5“. When we applied this filter, we will be able to run our report for a particular date and also for customer no. we only want the report to show. The amount here is our main concern, we want the amount to display concerning time. so, we apply our date filter here. Click on the Jet formula you use to create the Amount, when the report wizard pops out, scroll down to the filter. under the filer field, search for the date and select the posting date as shown below. Click on the next box on the right side “Filter“. Once you do that, go to Nested Jet Function and click on the drop-down. On the drop-down, click on the NP function. Once you click on the NP, a new window will pop out where we fill in the required information. On “What”- fill in “Date filter“ On the start date, click the insert report option at the top. This will open the report options where you can now select the start date. select that and then click add. do the same for the End date. When you’re done adding the date range, click back and then ok. Adding customer No. as a filter to NL(rows) D5. Click on the NL function to get access to the report wizard. then fill in as shown below. To fill in the filter box here, just click on the “Insert Report Options“ and select No. Step 5 Running our report. Anytime you click on the run icon, the report option pops out for you to select or fill in how you want to apply your filter to the report. As shown here, I run the report for (First January) 1/1/2022 to 12/1/2022 (First December) and I also want the report to show for just some particular customers, so I select from the lookup just 4 No. when I run my report, it will display for that particular period and just the 4 customers. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Building your Dashboard with Jet Report Building your Dashboard with Jet Report Most of us are familiar with dashboards which help give visuals and insight into our Report for better understanding. Building a dashboard with Jet Report is entirely different from creating a dashboard from Excel Data. Creating a dashboard with Jet Report is done in design mode, this allows you to make any adjustment to your dashboard directly from the data. Any changes made to your report reflect directly on your dashboard. This tutorial shows you how to Build your Dashboard with Jet Report from an income statement. Join On Point Academy to view all content Join the academy → Log in → We will create our dashboard from one of the reports we’ve created. Step 1. Open the Report you’ll like to use in creating your dashboard. Open your Report and make sure to be in Design Mode, this is very important. just as the data are copied in Excel. In Jet, the data are copied in design mode. Note: any changes you want to make to your report should be done in the design mode. this way, it will affect your report. Step 2 Highlight the data you want to build your dashboard with. Select and highlight the data you want to build your report with just as shown below. you must be wondering why we select the empty rows beneath the report. that is necessary because we are in design mode and we still need to run the report to get our full data. selecting the empty rows (or columns if the report is based on “NL(column)”) automatically expands the data as the jet runs. Step 3: Get the data into your pivot table. Click on the “insert” in the ribbon, you should be able to see Pivot Table at the top left corner as shown below. Once you click on the “Pivot Table“, there will be a pop-out where it will ask you if you want to place the Pivot Table in a New Worksheet or Existing Worksheet. Select New Worksheet and click ok. Excel will automatically open a new Worksheet for you where we can have access to all the data in our report. the sheet should look like what is shown below. You can then double-tap on the name to change it. we changed our Pivot Table “sheet” to Data and Our “Report page” to Report. Step 5: inputting the data into the Pivot Table Before you input your data into the Pivot Table, ensure you’ve run our report to access the full data, as shown below. Now, navigate to the data sheet where we have our Pivot Table. we want to view our Monthly variance by account categories. we click or drag the “Account Categories“ to Rows we click or drag the Monthly Variance to Values as shown. Step 6 Building your Dashboard Now that we have our data in the Pivot Table, we select a pivot chart to help give better insight into our data. to do that, navigate to PivotTable Analyze Click on PivotChart on the page that pops out, select any chart of your choice. click on ok Step 6 Building your Dashboard Now that we have our data in the Pivot Table, we select a pivot chart to help give better insight into our data. to do that, navigate to PivotTable Analyze Click on PivotChart on the page that pops out, select any chart of your choice. click on ok When you click on ok, you will have your chart on the same sheet as your pivot table as shown below. Step 7: Create a new sheet for our Chart. Click on the positive icon to create a new sheet Rename the sheet to Dashboard Click on the chart to cut and paste it into the dashboard sheet. Navigate to “View” and click on it Un-select gridlines to have a plain sheet as shown Then cut and paste your Chart here. Anytime you run your report with a different filter, it will automatically reflect on your Dashboard. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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 08:00:00 EXTERNAL Future Of Work Ghana 21 November 2025 at 09:00:00 EXTERNAL Future Of Work Ghana 21 November 2025 at 09:00:00 EXTERNAL Document Management Made Easy with BC 2 November 2023 at 12:00:00 EXTERNAL Live Expense Management Webinar: Beginner To Pro 1 December 2022 at 10:00:00 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 →

How-to - How To Remove A Column Microsoft Business Central How To Remove A Column The Personalization mode in Business Central offers the average user a variety of customizing options. Fields can be added, moved, or removed to fit the user's preferences. To delete a column, open any page. For the purposes of this illustration, we will use the purchase invoices page. Join On Point Academy to view all content Join the academy → Log in → To add a column or field; STEP 1 : Select the Settings symbol, marked red at the top right corner and then select Personalise . STEP 2 : For the purposes of this illustration, the Status column will be removed. Move the mouse pointer to Status and click on it. A list of options drops down then select Remove . Select Done at the top right corner to confirm the action. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Revaluation of Exchange Rates Microsoft Business Central Revaluation of Exchange Rates These adjustments are done to revalue all the customer ledger entries, vendor ledger entries and bank ledger entries. Join On Point Academy to view all content Join the academy → Log in → To perform Revaluation an end of month revaluation of currency. 1. Choose the Search icon, Currencies , and then choose the related link. 2. On the Currencies page, click on Process and Select Adjust Exchange Rate page . 3. On the Adjust Exchange Rate page , Starting Date : Specifies the beginning of the period for which entries are adjusted. This field is usually left blank, but you can enter a date. Note: Best practice is to leave it blank so any adjustments you missed previously can be captured. Ending Date : Specifies the last date for which entries are adjusted. This date is usually the same as the posting date in the Posting Date field. Posting Date: Specifies the date on which the general ledger entries are posted. The posted entries appears at the Exchange Rate Adjustments Registers . This date is usually the same as the ending date in the Ending Date field. Document No: Specifies the document number that will appear on the general ledger entries that are created by the batch job. For example ADJUST MAY EX. Adjust Customer, Vendor and Bank Accounts: Specifies if you want to adjust customer, vendor, and bank accounts for currency fluctuations. Adjust G/L Accounts for Add.-Reporting Currency: Specifies if you want to post in an additional reporting currency and adjust general ledger accounts for currency fluctuations between LCY and the additional reporting currency. 4. Click on OK. 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 fixed asset card and set depreciation.. Microsoft Business Central How to create a fixed asset card and set depreciation.. The fixed asset card in Business Central provides information on the details of a fixed asset and how depreciation will be treated, and how the asset will be maintained. The create a fixed asset card, follow the steps below. Join On Point Academy to view all content Join the academy → Log in → To create a fixed asset card: STEP 1: Click on the search icon at the top right and type in “FIXED ASSET”. Select the related link. STEP 2: A Fixed Asset page opens. On the Fixed Asset page Click on New . STEP 3 : On the Fixed Asset Card, fill in the relevant fields. FIELDS Description : This gives detailed information about the fixed asset. It usually includes the specific name of the fixed asset. FA Class Code : This specifies the fixed asset class the asset belongs to. FA Subclass Code : Under the fixed asset code, there are subcategories that give further information about a fixed asset, this field specifies which subcategory the fixed asset belongs to. Depreciation Method : This will tell the procedure the business will use in calculating depreciation. Depreciation Starting Date : This shows the specific beginning date that depreciation will be calculated for the fixed asset. No. of Depreciation Years : This specifies the number of years of the fixed assets estimated useful lifespan. Depreciation Ending Date : This specifies the date the calculation of depreciation for the fixed asset end. 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 →

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How-to - Using Report Wizard Jet Reports Using Report Wizard A Report Wizard is one of the Jet Features in the ribbon tools that allow us to do some cool stuff using Jet Report. A Report Wizard makes building reports easy by guiding you through a series of questions to help you generate your report. A Report Wizard let you mark out the fields you wish to include in a report, allowing you to add a filter, group, sort, and also layout you want to use for your report. I’ll show you how to create a Trial Balance using Report Wizard in this report. What do you understand by Trial Balance Report? The trial balance report shows the balance of each nominal account at a particular point in time. the report might include debits and credits posted to each account. our trial balance report will be created from the G/L Account table with the following Fields; No, Name, Date, Income/Balance, and Balance. Procedure. Step 1 Open your Report, Wizard Just at the ribbon under the Jet Report section, you should be able to see Report Wizard as shown below. Click on that, then a new window will pop up, just like we have below. Select the table you want to create your report from, then click on ok as shown below. that will take you to the next page. Step 2 Selecting the fields and applying the necessary criteria Field Select the field you want to show in your report in the (Add Fields) by searching the name of the fields on the search tab. the selected fields will be shown in the Column order box, then click on next. Filter Group Sort We sort our balance in descending order, from the highest to the smallest. Total We want our report to show the total balance, so we select it also. Format We want to be able to edit our report after creating it with Report Wizard, so click to add basic Excel formatting. Step 3 Review your report Once you are done selecting, click on next. this will take you to a page to show you all you’ve done so far. Once you’ve cross-checked your work, you can click on finish. This will automatically create your Report, and it should be like this. Step 4 Running your report. Once you have your report created, you can then run your report. When you do that, it should be like this. Join On Point Academy to view all content Join the academy → Log in → Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →