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How-to - Using NP ("Date Filter") Function Jet Reports Using NP ("Date Filter") Function Creating date ranges for filtering data in Jet Reports can be a time-consuming and intricate task. However, the NP function, also known as the "Date Filter," can significantly simplify the process of generating date ranges for filtering purposes. This function employs start and end dates to produce a range of dates that can also be utilized in Excel. To utilize the NP function in Jet Reports, the following steps can be taken: Join On Point Academy to view all content Join the academy → Log in → Step 1 Open an existing report that includes a Report Options page with a Date filter and a report page. We have our Date filter on our Options page here We have our report on the report page here Step 2 Use the NP function to reference the date range in the Report Options page by ensuring that the balance formula box on cell F5 is selected. Then, navigate to the Jet Function Wizard by clicking on "Tools" and "NL function." On the drop-down, you should see the list of all the functions. we now use our NP Date Filter in our report. this will be done under the filter. Scroll down to the filter section, and on the box by the left, search date as shown below We now input the date range in the box on the right side. we need to include two dates in the box. on the drop-down, we will only be able to select a single date, so we navigate to Nested Jet Function. on the drop-down, we select NP Function The Last Date Modified requires a value which is where the NP Filter comes in i.e. we want the vendor balance whose last date modified falls between a period (e.g. 01/01/2023 to 03/03/2023). To do this, go to the top right and select Nested Jet Functions > Insert NP On clicking the NP function, the pop up below comes up Fill in the details below What - “Date Filter“ Start Date - Use report options to get your start date End Date - Use report options to get your end date On the start date, click on “Insert Options Page“. when you do that, the Report Option, which contains our Start and End date, should pop up. we then select Start Date and then click on add. Do the same for End Date also, then what you have should be as seen below Once that is done, click on back which takes you to the previous tab. you should be able to see the formula in the box as shown below. Click ok to close it, the NP Date Filter has been applied to the report successfully. Once the report is run, the user can utilize the Report Options page to filter the data based on the specified date range and select a particular date to display in the report. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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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. Microsoft Dynamics 365 Business Central Achieve 10X Optimization in Accounting Digitalise all your company accounting processes using one centralised software solution, tailored for your company. BOOK A DEMO What is an ERP Solution? In the past, enterprise resource planning (ERP) solutions were the preserve of large organisations. This has unfortunately resulted in many businesses resorting to a variety of different software for different needs. Finance, Sales, Retail and Marketing all had separate software solutions which would often lead to duplication of work as well as inconsistencies in company records. An ERP system integrates all these 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. What are the benefits of ERP solutions ? Collaboration ERP Software makes tasks easier for teams & departments to collaborate and work better together Visibility Real-time visibily and insights for managers and team leaders Mobility & Flexibility Access your system from anywhere on any device Production Increase productivity with the help of tools available in the ERP System Integrations & Automations Automates repetitive tedious process & tasks. Integrates easily with your existing tools to save time and boost productivity Security & Compliance We adhere to global regulatory laws and compliance guidelines to make sure your data is secure and compliant at all times BOOK A DEMO

1489564d-78c4-4087-ad08-1eaf6bf7ceba End User License Agreement (EULA) Atlassian Last updated: April 2021 Note: this is not part of the DPA hereunder An EULA is a specific contract between the software creator, developer, or publisher, and the individual end user who purchases the software. The contract gives the user a right to use a copy of the app or software in a specific way, subject to clear conditions. The end user can't download or install the software copy until they agree to these conditions of use. In other words, think of an EULA like a rental agreement. The user pays to use the software, but the developer still owns it. This is important because there's a common misconception that end users "own" their copy of your app. People often assume that when they buy something, it belongs to them. However, all the end user has is a functioning copy of your software - not rights to the software itself. NOTICE TO END-USER: PLEASE READ THE FOLLOWING TERMS AND CONDITIONS CAREFULLY. By installing and/or otherwise using all or any part of the software you accept and undertake to be bound by all the terms and conditions of this agreement. In the case that you do not agree with these terms and conditions, do not make use of this software. APPLICABILTY OF THESE VENDOR TERMS This End User Software License Agreement (herein the “Agreement”) is entered into between you as the person purchasing a license to use the Software and whose details are contained below (the “End-User” or “You”), and On Point Ltd, a limited liability company organized and existing under the laws of the Republic of Malta, with offices located at 8, 24 Church Street, Zebbug, Malta (herein the “Vendor”, “Licensor”, “us” or “we”). These terms shall regulate the use of On Point’s product and software solution that are listed in the relative. By placing an Order for an App (a software application, plugin or extension) provided by On Point Ltd, on the Atlassian Marketplace (https://marketplace.atlassian.com ) pursuant to the Atlassian Marketplace Terms of Use (https://attlassian.com/licensing/marketplace/termsofuse) you also agree to be bound by these Vendor Terms, which form a legally binding agreement between you (defined in Section 1.1 of the Atlassian Marketplace Terms of Use) and the Vendor. An Order can also be placed on your behalf by your Atlassian Solution Partner or Atlassian Reseller, in which case you are deemed to have authorised your Atlassian Solution Partner or Atlassian Reseller to place the Order. If you do not agree to all the terms of these Vendor Terms, you may not install or use the Apps. Terms used but not defined in these Vendor Terms shall have the same meaning as defined in the Atlassian Marketplace Terms of Use (https://www.atlassian.com/licensing/marketplace/termsofuse ), including the terms “you”, “Order”, “App” and “Vendor Terms” at the time of the last revision date of these Vendor Terms. THE APPS AND RELATIONSHIP WITH ATLASSIAN The Apps are designed to interoperate with products provided by Atlassian Pty Ltd (such as JiraTM, ConfluenceTM and/or Jira Service DeskTM). The Vendor is the licensor of the Apps and Atlassian is not a part of these Vendor Terms. Atlassian is, however, the Vendor’s commercial agent for the Apps and authorised to collect payments on the Vendor’s behalf as set out in the Atlassian Marketplace Terms of Use. If you have engaged an Atlassian Solution Partner or Atlassian Reseller through which the Order is placed on your behalf, the Atlassian Solution Partner or Atlassian Reseller is normally charging you for the Apps and settles the relevant fee through Atlassian on your behalf. The Apps are made available both as downloadable software Apps (“On-prem Apps”) and as cloud software Apps (“Cloud Apps”). When Ordering a Cloud App you acknowledge and agree to that the Cloud App will be set-up/operated on the Vendor’s cloud environment within the European Union (“EU”), currently hosted at Amazon Web Services, with an integration/connection to the relevant Atlassian Cloud Product. LIMITED LICENSE Limited License – On-prem Apps Subject to your Order of an On-prem App and compliance with these Vendor Terms, Licensor grants you a limited, worldwide, non-exclusive, non-transferable and non-sublicensable license to download and use the Ordered On-prem App only on hardware systems owned, leased or controlled by you. The On-prem App license is a perpetual license. Limited License - Cloud Apps Subject to Licensee’s Order of a Cloud App and compliance with these Vendor Terms, Licensor grants you a limited, worldwide, non-exclusive, non-transferable and non-sublicensable license to use the Cloud App. The Cloud App license is a subscription-based license available for various terms (e.g. on a running monthly or annual basis). Apps – User Licenses and Fees You must ensure the maximum number of people who access and use the App (“Authorized User”) concurrently is not in excess of the number of licenses Ordered and granted under these Vendor Terms to the Licensee to permit an Authorized User to use the App (“User License”), for which the necessary fees have been paid. You may Order additional User Licenses at any time on payment of the appropriate fees. The number of User Licenses granted to the Licensee is dependent on the fees paid by you. If at any time Licensor, through the Atlassian Marketplace or otherwise, does not charge a fee for any App, Licensor will not be barred from charging a fee for that App or from changing the amount of any fee for an App in the future. 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You have no right to transfer, grant a sub-license to, rent, lease or lend or let any other than yourself, directly or indirectly, use or in any other way control the App. INTELLECTUAL PROPERTY RIGHTS Licensor owns and retains all title, ownership rights, copyrights and intellectual property rights in the Apps. These Vendor Terms do not imply that any rights (other than the non-exclusive limited license granted pursuant to these Vendor Terms) is transferred or granted to you. THIRD PARTY SOFTWARE The Apps may contain or use software from third parties, including software licensed under open source licenses (“Third Party Software”). Information on current use of Third Party Software is available, which may be updated from time to time. Additional obligations may apply to any use of Third Party Software outside of these Vendor Terms. You hereby acknowledge that you must consult the relevant third party to acquire any necessary licenses and consent in relation to your use of the Third Party Software. Licensor disclaims any liability in respect of such Third Party Software, including any use thereof. DATA, PRIVACY AND GDPR Licensor has the right to access and use your data as set out in the Atlassian Marketplace Terms and Use, including for analytical purposes. If you have Ordered a Cloud App you must also grant the Licensor the right and permission to access, process, store, distribute, export and adapt your data to the extent required for the proper performance and functionality of the Cloud App in the relevant cloud environment and interoperability with the relevant Atlassian Products, including the right to permit Licensor’s hosting, connectivity and telecommunications service providers to do the same. If Licensor will process personal data on your behalf and you are subject to the territorial scope of Regulation (EU) 2016/679, The General Data Protection Regulation (“GDPR”) or any successor legislation, you are required to request and complete Licensor’s Data Processing Addendum [insert link to Processing Agreement. ] You guarantee that your data that is being processed or otherwise used in or by a Cloud App and relevant cloud environments will not infringe the intellectual property rights or other legal rights of any person, and will not breach the provisions of any law, statute or regulation, in any jurisdiction and under any applicable law. You agree to indemnify, defend and hold Licensor harmless from any third-party claims directed against Licensor or any of its affiliates, including its and their officers and employees, for any such infringement, breach or violation, including, for avoidance of doubt, any alleged infringement, breach or violation. To the extent personal data relating to your company representatives or agents is being used by Licensor, Licensor’s applicable Privacy Policy apply. The current Privacy Policy can be accessed [insert hyperlink to privacy policy as ‘here’.] PROMOTIONAL MATERIAL You grant Licensor the right to include your organisation as a customer in promotional material, including your organisation logo. Licensor shall further have the right to use reviews (e.g. a star rating) made by your organisation at the Atlassian Marketplace as set out in the Atlassian Marketplace Terms of Use. You can deny any of these rights at any time by submitting a written request via email to info@onpointserv.com , requesting to be excluded from any further promotional material. Requests made after Ordering may take thirty (30) days to process. SUPPORT AND MAINTENCE AND UPDATES Licensor offers support and maintenance in respect of the Apps pursuant to Licensor’s applicable Service Level Agreement (the “SLA”). In respect of Cloud Apps, the subscription fee includes support and maintenance for the Cloud App pursuant to the SLA. In respect of On-prem Apps you must purchase support and maintenance pursuant to the SLA from the Vendor through the Atlassian Marketplace. However, the fee for an On-prem App may, when Ordered, include support and maintenance for an initial term after which you must continue to purchase support and maintenance for additional terms. Without and valid SLA, the Vendor will have no obligation or liability to support, maintain or update the Ordered App. If Licensor provides updates to an Ordered App, the terms and conditions of these Vendor Terms also applies to the updated version of the App. Licensor has, however, no obligation to update any App, and an App may be changed without notice to you. 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CONFIDENTIALITY The receiving party undertakes during the life of these Vendor Terms and for a period of three (3) years after its termination not to disclose to third-parties confidential information received from the disclosing party under these Vendor Terms. For the purpose of these Vendor Terms, confidential information shall mean any and all information, including but not limited to technical, practical and commercial information, which is expressly stated to be confidential by the party supplying it with exception of a) – d) below. Information, which is known or which will become known in full detail to the public other than by breach of the obligations herein contained. Information, which the receiving party can show was in its possession before receiving it from the disclosing party. Information, which a party has received or will receive from a third party without restraints as to the disclosure thereof. Information which a party is obligated to provide by law. In cases under (c) the receiving party is however not entitled to reveal to third parties that the same information has been received from the disclosing party under these Vendor Terms. In cases under (d) the disclosing party shall immediately inform the other party of such obligation and disclosure. FORCE MAJEURE Neither party hereto shall be responsible or liable in any way for failure, delay or omission carrying out the terms of these Vendor Terms resulting from any cause or circumstance beyond its reasonable control, including, but not limited to, fire, flood, other natural disasters, war, labor strike, interruption of transit, terrorist acts, accident, general interruptions of data or telecommunication facilities, general and unforeseen computer virus attacks, explosions, civil commotion, and acts of any governmental authority, provided, that the party so affected shall give prompt notice thereof to the other. No such failure, delay or omission shall terminate these Vendor Terms, and each party shall complete its obligations hereunder as promptly as reasonably practicable following cessation of the cause or circumstance of such failure or delay, provided, however, that if any of the above conditions continues to exist for more than three (3) months after the date of any notice given with regard thereto, either party may terminate these Vendor Terms forthwith upon written notice to the other party. In such case no party shall have any liability to the other party. REFUSAL AND TERMINATION Licensor reserves the right, at its sole discretion, to exclude or otherwise limit the provision of any product or service, including access to or use of any of the Apps, to any person or entity, for any reason. Without prejudice to any other rights or remedies, Licensor may terminate these Vendor Terms with immediate effect if you fail to comply with the terms of these Vendor Terms, including the default in payment of relevant fees, or is otherwise in violation of the Atlassian Marketplace Terms of Use or the Maltese or any other applicable jurisdiction’s Copyright Act regarding the Apps. Any such termination by Licensor shall be in addition to and without prejudice to such rights and remedies as may be available to Licensor, including injunctive and other equitable remedies. Upon termination or expiry of these Vendor Terms all rights granted to you, including but not limited to the right to use the App, will immediately cease and you shall, in respect of On-prem Apps, promptly, and no later than 30 days after termination return or, if not possible, delete and destroy the Apps from the servers on which they are operated and all other systems and return all material, including the documentation, to Licensor or the third party it was obtained from. In respect of Cloud Apps, Licensor reserves the right to remove or delete the Apps. Sections 3 (last paragraph), 4, 5, 9, 10, 12 and 14 shall survive the termination of these Vendor Terms. CHANGES TO THESE VENDOR TERMS The Vendor may modify these Vendor Terms at his sole discretion by posting the revised terms on the Atlassian Marketplace. You may be required to click to agree to the modified Vendor Terms in order to continue using an App, and in any event your continued use of an App after the effective date of the modifications constitutes your acceptance of the modified terms. For clarity, the version of these Vendor Terms in place at the time of your Order will apply for purposes of that Order. Except as provided in this Section 13, all changes or amendments to these Vendor Terms require the written agreement of you and the Vendor. GOVERNING LAW AND DISPUTE RESOLUTION These vendor terms shall be governed by the Laws of Malta without regard to its principles on conflicts of laws. Any dispute, controversy or claim arising out of or in connection with these Vendor terms, or the breach, termination or invalidity thereof, shall be finally settled by arbitration in accordance with the Laws of Malta. The seat of arbitration shall be Malta and the language to be used in the arbitral proceedings shall be English. The arbitration, the award and any documents or other information submitted to the arbitration tribunal shall be final and binding and shall be considered as confidential information pursuant to these Vendor Terms. Notwithstanding the foregoing, the Vendor reserves the right to collect, or seek the collection, of any outstanding payment or debt in your jurisdiction with the use of available debt collection authorities, including local courts to which jurisdiction you hereby submit.

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 →

How-to - Sales Order Credit Limit Approval in Business Central Microsoft Business Central Sales Order Credit Limit Approval in Business Central This document describes the changes that have been done regarding being able to use the Sales Order Credit Limit workflow. This workflow has also been enabled for the Sales Invoice document as well. Join On Point Academy to view all content Join the academy → Log in → What have we done? Customer Templates - We have set the Payment Terms Code field in the 3 customer templates to "CASH". When a new customer is created, it will be created as a CASH customer. However, customization is still required to make the Payment Terms Code and Credit Limit (LCY) fields only editable by a designated authority. Approval User Setup has been configured to include the changes that you requested. For example, User ID "STORES" now has an Approver ID "SFALZON". Notification Setup - users will get notified by Notes for approvals. Workflows - Sales Invoice Credit Limit Approval and Sales Order Credit Limit Approval workflows have been designed and enabled. Uploaded the customer list to reflect customer credit limit. Sales Order Process You can not Post the Sales Order until the Status is Released. The Sales Order must now follow an approval workflow to arrive at a Released status. Selling to a Cash Customer For a Cash Customer i.e the Payment Terms Code is CASH. When you click on Send Approval Request, the Status on the Sales Order becomes Released. The released Sales Order can now be posted. Selling to a Credit Customer For a customer with credit limit, when you create a sales order, you are notified if the customer’s credit limit has been exceeded and if the customer has an overdue balance. The system does not restrict your creation of the sales order, however, the sales order must go through an approval process. Click on the Send Approval Request, the Approval Entries are created for the Requester and the Approver. An approval request is sent and the Status changes to Pending Approval. Approval Entries Click on the Approvals to the view the Approval Entries created. You can see the Sender ID and the Approver ID Search for Approvals in the search bar. The Approver can see on the Role Center that there is 1 Request to Approve. The approver can take action by choosing to Approve, Reject or Delegate. The approver can choose to Open Record to see the actual document involved. If the approver chooses to Approve then the sales document becomes Released and ready to be posted. The released Sales Order can now be posted. Delegation of Approval Entries You can delegate an Approval Entry if the Approver is not available to approve the sales document. In the Approval User Setup, we have defined a substitute for SFALZON which is CMIZZI. In the absence of SFALZON, when a user sends an approval request, the user will search for the Approval Request Entries and click on the link. In the Approval Request Entries window, the user can select the related entry and click Delegate. The Approver ID changes from SFALZON to CMIZZI. The new approver, CMIZZI will get notified. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Bank Balance Detailed Report Jet Reports Bank Balance Detailed Report A Bank balance report is a financial report that provides information on the cash balance of a customer, a company, or an organization's bank accounts. it typically includes all details on every transaction that has occurred in a bank account over a specified period, such as deposits, withdrawals, and fees. The report shows the total balance of all transactions that occurred during the period. The aim of creating this report is to give a clearer picture of transaction-by-transaction of the cash position of an organization’s bank accounts. This information can be used to make financial decisions about when to invest surplus funds or borrow to meet cash shortfalls. This report is also useful to reconcile any errors in bank transactions by tracking fund’s movement in and out of a bank. Join On Point Academy to view all content Join the academy → Log in → To create this Bank account analysis report, we need information from 2 different tables… Bank account Bank account ledger entries The following information as shown below will be retrieved from the table. Procedure Step 1 Know where to pull your data from The NL(Rows) will contain our source of data, which will be pulled from the table “Bank Account and Bank Account Ledger Entry“. The NF (Keys) will be a cell reference, which will be referencing cell $D%(Bank Account) and $J5(Bank Account Ledger Entry), and the fields will be pulled from the names as shown. Step 2 Creating Report Options I’m applying two filters to my report, “Date filter“ and “Company“ Click on the report options tab in the ribbon, and the pop-out, and fill in as shown. The Company filter is applied in case you want to run the report for a particular company. Note: When Filling in the Date range, you can separate it as “Period Start and Period End“. Each is on a separate line. E.G. Period Start = 1/1/2022 Period End = 12/31/2022. Or use as Date Range as shown here… I want my report to show all transactions from the first one to the selected end date, which speaks to why the formula is (=../02/28/2023) Step 3 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(Rows) Fill in as shown below for the NL for Bank Account, apply the filter for company… referencing to the report Option. Filling the formulas for NF fill in as shown below Note: use the same procedure to fill in for all NF, the only difference will be the field. Go to cell J5, Fill in for NL (Bank Account Ledger Entry) as shown below Apply the date filter and the company filter here also… all referencing the report option. Note that when applying the filter on “No.”, we refer to the No. on our report in cell E5. Fill in for the NF (Bank Account Ledger Entry) Note: use the same procedure to fill in for all NF, the only difference will be the field. When you are done filling in the formulas, your report should look as shown below. Step 4 Run your report. When you run your report, it should be like this. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Setting up Key Personalisations Microsoft Business Central Setting up Key Personalisations Scope The aim of this change is to allow the user to define a set of personalisation which will be utilised by the persons using the same profile. A very important note here is that the personlizations are define at profile level. Join On Point Academy to view all content Join the academy → Log in → Basic Understanding The user may define the profile from: Settings My Settings Change the Role Starting off the Personalizations The process may be started off by: Looking for Profiles (Roles) Clicking on the Profile Click on Customize Pages Important These personlizations will be transferred over to the user who are using the same profile The user may still decide to amend their own personalizations. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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 →

How-to - Bank Balance Summary Report Jet Reports Bank Balance Summary Report A Bank balance report is a financial report that provides information on the cash balance of a customer, a company, or an organization's bank accounts. it typically includes all details on every transaction that has occurred in a bank account over a specified period, such as deposits, withdrawals, and fees. The report shows the total balance of all transactions that occurred during the period. The aim of creating this report is to give a clearer picture of a summary of the cash position of an organization’s bank accounts. This information can be used to make financial decisions about when to invest surplus funds or borrow to meet cash shortfalls. This report is also useful to reconcile any errors in bank transactions by tracking fund’s movement in and out of a bank. Join On Point Academy to view all content Join the academy → Log in → To create this Bank account analysis report, we need information from 2 different tables… Bank account Bank account ledger entries Procedure Step 1 Know where to pull your data from The NL(Rows) will contain our source of data, which will be pulled from the table “Bank Account and Bank Account Ledger Entry“. The NF (Keys) will be a cell reference, which will be referencing cell $D5(Bank Account). Step 2 Creating Report Options I’m applying two filters to my report, “Date filter“ and “Company“ Click on the report options tab in the ribbon, and the pop-out, and fill in as shown. The Company filter is applied in case you want to run the report for a particular company. Note: When Filling in the Date range, you can separate it as “Period Start and Period End“. Each is on a separate line. E.G. Period Start = 1/1/2022 Period End = 12/31/2022. Or use as Date Range as shown here… I want my report to show all transactions from the first one to the selected end date, which speaks to why the formula is (=../02/28/2023) Step 3 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(Rows) Fill in as shown below for the NL for Bank Account, apply the filter for company… referencing to the report Option. Filling the formulas for NF fill in as shown below Note: use the same procedure to fill in for all NF, the only difference will be the field. Go to cell J5, Fill in for NL Amount (Bank Account Ledger Entry) as shown below Apply the date filter and the company filter here… all referencing the report option. Note that when applying the filter on “No.”, we refer to the No. on our report in cell E5. Go to cell K5, Fill in for NL Amount(LCY) (Bank Account Ledger Entry) as shown below Apply the date filter and the company filter here… all referencing the report option. Note that when applying the filter on “No.”, we refer to the No. on our report in cell E5. When you are done filling in the formulas, your report should look as shown below. Step 4 Run your report. When you run your report, it should be like this. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Conditional Hiding of Rows in Jet Reports Jet Reports Conditional Hiding of Rows in Jet Reports In this tutorial, we will show you how to use conditional hiding of rows in Excel. This useful feature allows you to hide entire rows based on certain criteria. For example, you may want to hide rows where the balance is less than or equal to zero. By using conditional hiding, you can make your reports more concise and easier to read. We have created a simple report showing the following Customer No Customer Name Balance Join On Point Academy to view all content Join the academy → Log in → Here is a view of what our report looks like before we apply the conditional hiding We would like to apply conditional hiding to hide rows where the balance equals zero. Step 1: Create a Label in Cell B1 To get started, create a label in cell B1. This label should read "Hide+?" and will be used to identify the rows that you want to hide. Step 2 : Use a Formula to Hide Rows Based on Criteria Next, use a formula to return "Hide" in a row you want to hide. For example, if you want to hide any rows where the balance in cell F5 is less than or equal to zero, you can use the formula "=IF(F5<=0,"Hide","")". Step 4: Run the Report After applying the formula and hiding the appropriate rows, run the report to see the changes. Your report should now display only the rows meeting the specified criteria. In conclusion, conditional hiding of rows is a useful feature that can help you make your reports more concise and easier to read. By following the steps outlined in this tutorial, you can easily use conditional hiding to hide rows based on certain criteria in a professional and friendly manner. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - How to use NL(Sum) Jet Reports How to use NL(Sum) NL is a powerful Jet function that enables you to create reports in Excel with ease. Among the various NL functions available, NL (“Sum“) is particularly useful for automatically summing numerical fields in any table, such as Balance, Amount, Balance (LCY), etc. Here's how to use the NL (“Sum“) function to show the customer amount (LCY) in your report: Join On Point Academy to view all content Join the academy → Log in → Open your Excel report and go to the Jet tab. Retrieve the Customer Name and Number using the NL Rows function Navigate to Tools and click on the NL function. 4. In the pop-up window that appears, select Sum from the What tab. 5. Enter Cust. Ledger Entry in the Table tab. 6. Enter Amount (LCY) in the field tab. 7. On the Filter tab, reference Customer no and lock the column. 8. Once you click on ok, you should have something like this When you run your report, you should see a clear and organized display of customer amounts (LCY), names, and numbers. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →