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How-to - How to add Factbox to the screen Microsoft Business Central How to add Factbox to the screen This document is as a quick reference to adding a Factbox to the screen. Join On Point Academy to view all content Join the academy → Log in → Navigate to Purchase Invoices (using Search Box in the top right) Click on any created purchase invoice and click on Manage , then on Edit . FactBox is a quick summarize of related information to the main document. It is situated on the right side of the screen. In order to add this FactBox, click on the blue info icon on the right side of the screen. On the right side of the screen appears the FactBox To add or remove information from the FactBox click on Settings on the upper right corner of the screen, then click on Personalize . A window will show that you’re personalizing the current purchase invoice. Click on More to be able to add fields to FactBox tables. For example, if you wish to add Created Date-Times of Incoming Document Files, click on the Incoming Document Files table, then on the + Field button on the top, and drag the Created Date-Time box into the Incoming Document Files table. If you wish to remove, for example, the Type of Incoming Document Files, hover over the Type column inside the table, click on the arrow that appears right beside it, and click Remove . It works the same way for the rest of FactBoxes. When you Customize FactBox in one Purchase invoice it will work also for all the rest of Invoices. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

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. You will be provided with a notice if Licensor starts charging a fee or changes the amount of a fee for an Ordered App. No modification, reverse engineering, etc. You undertake not to, and have no right to, modify, decompile, disassemble, reverse engineer or in any other way change or alter the App in whole or in part except to the extent permitted under compulsory law where you have such rights under mandatory law. You also undertake not to, and have no right to, create any derivative works from or sublicense any rights in the App, unless otherwise expressly authorized in writing by the Licensor. You will immediately provide Licensor with detailed information regarding any intended modification, decompilation, disassembling or reverse engineering prior to performing such action. 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. NO WARRANTY AND EXCLSUION OF LIABILTY You acknowledge and agree that the Apps and any related documentation are offered “as is” and “as available” and Licensor hereby disclaims all warranties, whether express or implied, including any implied warranties of non-infringement, fitness for a particular purpose or that the use of the Apps will be uninterrupted, error-free or completely secure. You are solely responsible for any damage to your devices or loss of data which may result by the use of the Apps. Licensor does not have any liability in relation to the Apps, including for any indirect, consequential, special, punitive or other liability. To the extent the foregoing disclaimer is not enforceable at law for any reason, in no event will Licensor’s aggregate liability to you under these Vendor Terms exceed the greater of (i) the fee amount you paid for the App related to your claim and (ii) SEK 1,000. 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 - Exchange Rates in Microsoft Dynamics 365 Business Central Microsoft Business Central Exchange Rates in Microsoft Dynamics 365 Business Central Introduction The aim for this tool is to allow accountants and finance professionals to download the daily exchange rates from Currency Exchange Rates - International Money Transfer | Xe source directly into Microsoft Dynamics 365 Business Central . This may be done for each company within the instance, allowing the user to define the company parameters. Join On Point Academy to view all content Join the academy → Log in → Why do we need it? This app is not the natural choice when we have euro-group of companies or a euro company however this changes as soon as we are faced with a group of companies that have a number of companies operating with different base currencies. By having one single source of information such as XE, we are ensuring that no fictitious differences on exchanges are created, which are usually created as a result of reworkings and rounding of numbers. Key Parameters per company Domain Address API Key Username Base Currency Key Advantages One common source of currency exchange rates Less exchange rate differences Less reconciliation issues Making use of an internationally-accepted data source Pricing €200 one-time installation or for existing On Point Customers - 2 hours from a package of hours €25 monthly fee per instance Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - VAT Entries Report Jet Reports VAT Entries Report A VAT report is a financial document that summarizes a company’s VAT Transactions over a specific accounting period, helping a company complete its VAT return. In this report, we show you how to create a VAT Report that shows sale and purchase documents. The report is created from the following information. Join On Point Academy to view all content Join the academy → Log in → Procedure Step 1 Know where you are pulling your data from Just as shown below, the NL(Rows) will contain our source of data, which will be pulled from the table “VAT Entry“. The NF (Keys) will be a cell reference, which will be referencing cell $D7, and the fields will be pulled from the names as shown. Step 2 Filling in the formulas Since we now know where to pull our table, keys, and fields from, I’ll show you how to do that here. Once you are done creating the functions, you can remove the names on the last row. They are just there to guide you on the name to put in the field when filling in the formulas. filling the formulas for the NL function. Fill in as shown below Filling the formulas for the NF function Fill in as shown below. Note: use the same procedure to fill in all the NF functions. the key will be the same, just the field will be different. When all these are done, your report should look just as shown below Step 3 Running your report. When you run your report, it should look something like this. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Using Report Options with your report Jet Reports Using Report Options with your report Open your excel report and go to the Jet tab. Join On Point Academy to view all content Join the academy → Log in → Click on Report Options and fill in the necessary Options, depending on the number of options required. Then a new page should appear titled 'Options'. This will allow the customer can fill in any value of their choice. The title column is where you type in a title and the value is the value the report will use. The lookup column is for get a list of values in a particular column on a particular table. Instead of manually typing in the value, you can always use the lookup option and when running the report, all you have to do is just click on the filter icon and select a value. Now that you have created your options. Next is to incorporate these options into your report To incorporate this, you would need to do this with the Jet functions. For instance, the start date, end date, and company here are retrieving values specified in the report options. To use your report options with your jet functions, select the cell you are using. in this case, we want the End Date to be retrieved from the report options. Select that cell Then click on report options. Then a pop-up comes up asking you to choose one of the options created You can see the end date is now referencing the end date specified in the report options You can also incorporate this with your NL function. Here you incorporate it under filters. In the image below, only G/L Account No selected in the report options will be included in the report If you encounter any problems, please do contact habib@onpointserv.com Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

How-to - Using Report Wizard to Create a Trial Balance Report Jet Reports Using Report Wizard to Create a Trial Balance Report This report shows a trial balance for each no. and also the total for all. Open your excel report and go to the Jet tab. Join On Point Academy to view all content Join the academy → Log in → You should be able to see all the features. some of the features we will be using are (Design, Run, Jfx, Report options, and Report Wizard). Navigate to Report Wizard. On the pop-out, fill: Data Source (your choice) Company (name of the company you are creating the report for) Table (On the report you’ll like to create) 2. On filling in the necessary data, click on next and select the fields you’ll be using. 3. Apply Filter if necessary 4. You can group by any column order you want 5. You can sort by any column order you want. e.g. (sort by 'Balance' and choose either Ascending or Descending). 6. Always select mark Balance in Total. It allows you to see the Ground Total. 7. On Format, make sure you mark 'Add basic Excel formatting to the report'. 8. Click on Review to recheck and make sure everything has been selected correctly. Then click Finish. 9. After you click finish, this should pop up. 10. Run the report, and then your report is ready 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 - Creating a Customer Payment Microsoft Business Central Creating a Customer Payment Join On Point Academy to view all content Join the academy → Log in → Below is the steps followed upon receiving a payment from a customer in Business Central: Go to Cash Management or please use search field Click on Cash Receipt Journal Click on General Select Payment from the Document Type, Document No. is populated automatically Select Customer from the Account Type Select the Customer’s No. from the Account No. Click the Applied Entries Click on the Invoice you are receiving payment from. Click on the Set Applies-to ID Click OK Click on Post 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 ("First") Function to Display the First Value in a Table Jet Reports How to Use NL ("First") Function to Display the First Value in a Table NL ("First") is a powerful Jet function that returns the first result found, only the first result. It can be used to extract the first value from any table. In this tutorial, we will use NL ("First") to show the first customer number in Excel. Join On Point Academy to view all content Join the academy → Log in → Procedure Open your Excel report and navigate to the Jet tab. Click on the "Tools" button and select the NL function from the drop-down menu. 3. In the pop-up window, fill in the following details: "First" in the "What" tab. "Customer" in the "Table" tab. "No" in the "Field" tab. 4. Click on "OK". 5. Give the column a name in cell D4. 6. Run the report to see the first customer number. NL ("First") is a great tool for quickly retrieving the first value in a table. By following this tutorial, you should now be able to use the NL ("First") function to display the first customer number in Excel. Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

A case study about the implementation of Microsoft Business Central, a Cloud Accounting / ERP software solution. RAICO's Previous Solution Specialising in the design, supply and installation of electrical mechanical, and firefighting systems, RAICO has an impressive portfolio of building service works on the island. Prior to implementing Business Central, the company was using Excel which had worked until it didn’t. Being very prone to human error it came to be a limiting factor to the company’s growth. Scalability was a salient concern, for instance when one person leaves the role, hand over is much more difficult with Excel than having something that is based on an ERP solution. When using Excel a thorough explanation of how it works, formulae used and how numbers came to be, needs to be carried out. A system based on an ERP solution facilitates continuation and reduces the possibility of dependency on a particular user since there’s more clarity within the process. Having no automation unless macros or complex functions are implemented might also mean that the company would have needed to reach out to an Excel Expert and outsource the generation of reports. While the idea was entertained, the company was in the knowledge that it would have been a very short-term attempt of a solution, which also would have neither achieved the desired results nor been cost effective. Implementing The Solution - Excelling with Microsoft Dynamics 365 Business Central Microsoft Dynamics 365 Business Central is very easily available and being an ERP solution created by Microsoft is a big plus! For instance, while a locally available ERP solution might look promising, there is a high risk of becoming vendor locked. In case the provider is no longer available, the company would have to start all over again by retrieving data, transferring to a new solution and moving to support. It is an arduous process and with Business Central there’s peace of mind since there are various supporters. In addition, RAICO had already been running on Microsoft 365 solutions, such as Excel. Business Central felt like the next natural step to take. Accounting Software Bank Reconciliations and Payment Registration . Easily compare deposits, adjust bank statements, adjust cash account and compare balances. Accurately confirm and verify all forms and information is in order to submit flawlessly. Fixed Assets Module maintenance. Obtain an overview of your fixed assets and ensure correct periodic depreciation. Keep track of your maintenance costs, manage insurance policies, post fixed asset transactions, and generate various reports and statistics. Receivables Management. Easily reconcile bank accounts, by applying incoming payments to customer or vendor ledger entries to close sales invoices and purchase credit memos as paid. Payables Management. Generate due vendor payments or employee reimbursements, prepare check payments, and export payments to a bank file when posting. VAT Local VAT Setup. Effortlessly view a history of VAT entries or generate built-in reports such as EC Sales List report and VAT return report including VAT for sales and purchases to customers and from vendors. Automated Reporting Custom reporting. A click away from accessing indispensable data. Run and schedule custom reports to gather information on your desired criteria. Organize and present desired information in a concise format that you can print or save as a file. Jobsheet reporting. A flexible and open reporting facility with which users can search and filter jobsheets by any data field determining relevant information or calculated totals. Jet Reports Add-on Inventory Management Stock Costing. Record and report business operating costs including manufacturing and inventory costs taking into account; how items are valued when they leave inventory; the cost of goods sold with related purchase costs posted after the sale; inventory values posted to dedicated accounts at regular intervals. Stock Replenishment . Create a detailed supply plan to cover demand for items that are replenished by purchase or transfer only. Launch production orders as per scheduled production orders. Stock Transfer. Inventory items can be transferred between locations by creating transfer orders or alternatively through a reclassification journal. New location codes can be easily updated to facilitate stock management. Warehousing. Ensure an effective flow of warehouse activities through the organization and maintenance of company inventories. Keep track of happenings, such as removing items, transposing items within or between warehouses, as well as picking up items for assembly, production or shipment. Stock re-ordering solution. Through Business Central, a range of planning parameters for every stock item can be entered, such as reorder points, safety stock lead times, safety stock quantities, time buckets and order modifiers. Mobile Solution Easy access to the inventory available. Access your inventory from wherever you are through your phone providing for a flexible, easy to use and accessible solution. With Business Central, nothing can hold you back from completing your doings. Base functionalities easily done via tablet app. Benefit from the portability and flexibility, allowing users to perform tasks when they are away from their desk. The availability on a smaller device allows for the solution to be in the hands of many more users making the app easy to distribute. Project Management Tracking project and job progress. Keep track of time, projects, schedules and progress throughout all your tasks within the company. Along the process, the materials used, resources and other expenses are consumed which need to be assigned to a particular job. Resources required. Set up your resources and the related costs and prices to correctly manage resource activities. Once set, you can effectively plan and prepare yourself with the needed resources for tasks to be completed without any hiccups, ensuring smooth operations. Time consumed. Time sheets can help track time and resources that are spent on a project which in turn can help identify issues early, avoid delays or cost overruns. Costings. Manage resource activities by setting up resources and the related costs and prices. Job-related prices, discounts, and cost factor rules are set up on the job card with specific costs and prices for individual resources, resource groups, or all available resources of the company. Invoices. Settle purchase invoices promptly whether you pay purchase invoices in cash, check, or bank transfer. A specific payment method with a balancing account can be set up for the balancing account number to be inserted automatically on the invoice header every time you create a new invoice. Choosing the Right Provider While the software solution is indeed crucial, the service provider is as equally important to ensure a smooth implementation and the necessary support. Michael Aquilina (RAICO Director), said that: “What enthuses me working with On Point the most, is that they showed me that they are the ones who can appreciate and dedicate the most time for the company. There are some very big companies which support Business Central but they couldn’t give us a person in touch that will look for us and I think On Point has a big plus for it.” - Michael Aquilina Michael continued by saying that working on a weekly basis with Stephen and Mark sustains the good rapport which he appreciates as they quickly respond without bureaucracy. There are no unmet promises and the process is very transparent with On Point support. “Business Central felt like the next natural step to take” Michael Aquilina, RAICO Director Safe in the Cloud When the Cloud was available, it didn’t take RAICO long to realise all the benefits it brings with it at a very reasonable price which makes it all the more worth it. An analysis of the users who were using Business Central was made and within a week in total, everything was migrated to Cloud. When it comes to Cloud Accounting Solutions, backup of data or maintenance of the system is handled by Microsoft, which represents a safe and secure solution for companies. " While at first there was some resistance to introducing an ERP solution, nowadays, it is a fundamental part of our everyday lives, as safety is a big factor to concern" , Michael explained. “There are no unmet promises and the process is very transparent with On Point support.” - Michael Using a Centralised ERP + Accounting Software Solution Five more perks for Business Central to be your natural choice. Access your client data anytime, anywhere. Grow your practice and collaborate with clients using a business management solution with automated workflows, compliance, and audit trails. Deliver more value to your clients. Expand the services you offer through a connected suite of Microsoft solutions, including Dynamics 365, Microsoft 365, and Power BI. Take your practice to the next level. Manage clients from a single dashboard and get the insights you need in real-time. Innovate across your business with better visibility into cash flow. Provide dashboards and analytics. Deliver key business insights to your clients using powerful reporting tools and custom dashboards, enhancing your role as a trusted adviser. Streamline accounting workflows. Effectively manage accounting tasks and eliminate manual processes, freeing up time to take on new clients and better serve existing ones. CASE STUDY RAICO A case study about the implementation of Microsoft Business Central, a Cloud Accounting / ERP software solution.

How-to - How To Cancel A Posted Sales Invoice Microsoft Business Central How To Cancel A Posted Sales Invoice A posted invoice can be changed or cancelled. This is helpful if you need to change a sale early on in the ordering process or if you need to fix a typing error. To do this; Join On Point Academy to view all content Join the academy → Log in → Step 1 – Click on the search icon at the top right and type in “POSTED SALES INVOICES”. A list drops down then select the related link. Step 2 – Enter the invoice number in the search section under “POSTED SALES INVOICES”. Step 3 – Among the available options select “CORRECT”. A list drops down then select "CANCEL" Step 4 - Select "YES" to confirm the action Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →

A holistic POS software solution integrating your entire electronics retail business. Retail Electronics Point of Sale (POS) A holistic POS software solution integrating your entire electronics retail business. Know what your customers want and give them what they need Our special ordering management solution increases customer satisfaction. Members of staff can order products which are not in stock right from the POS, which will then be shipped to your location from the warehouse or directly from the manufacturer. Orders can also be quickly and simply done through as per customers' preferences. Easy search and checkout via mobile Sales staff can easily use stationary and mobile POS devices to search for technical and other product information. This provides for a personalized and satisfactory service as your clients truly deserve, making electronics retailers more efficient and cost-effective. No need for warranty receipts Trace your products by using barcodes, general product descriptions, or alternate descriptive identifiers. Your inventory management can be improved permitting your staff to track serial numbers of electronics goods. Returns and warranty lookups are simplified through the use of serial numbers. Effective inventory management Real time data allows retailers to have detailed insight of their stock, helping them make informed inventory decisions. LS Retail’s predictive analytic tools help to increase precise sales and profits and ensure efficiency. Marketing and loyalty app Knowledge is power and it is very much the same with your customers. With LS Retail your sales staff can have quick and easy access to customer purchasing history to provide a personalized service experience. Connect with your customers through meaningful recommendations to help you increase upselling and cross-selling opportunities. Concurrently, LS Omni mobile loyalty solution can help you target customers with tailored offers and promotions and deliver a personal and highly engaging mobile experience directly at their finger tips. Let stock-outs and overstock be a thing of the past LS Retail has the ideal replenishment system for electronics stores. Reach out to discover them and let us assist you through with making the most of of them depending on your particular needs. All LS Central POS software solutions include Microsoft's industry leading ERP/accounting software, Dynamics 365 Business Central Learn more Why LS Central Point of Sale ? Thrive with LS Retail to facilitate all your business operations across all levels and platforms. Improve work and sales processes by benefiting from extensive automation capabilities. Discover more about LS Retail to benefit from increasing revenue and reduce costs for your business. POS terminals without limits A simple POS sales device and be extended to a useful sales assistant’s tool with up-to-date inventory, store and location data. Grows with you An easily customizable and centralised application, that enhances POS terminal flexibility and agility. Designed for you Customized to fit your business. Gain complete control of your business One encompassing solution to manage risks and gain complete control of your business. Combine online & offline shopping Ease the flow between the online and offline shopping experience across different channels within the fashion retailing environment through LS Fashion’s omni-channel feature. Provide accurate financial data Eliminate inconsistencies caused by unreliable financial data to enhance revenue and reduce operating costs. Provide real time data lookup Ensure real time data lookup for critical transactions, including loyalty discounts, gift cards, returns and refunds.

How-to - How to Post Shipment and Invoice from Sales order Microsoft Business Central How to Post Shipment and Invoice from Sales order This document is a quick reference to post shipment and invoice from sales order. Join On Point Academy to view all content Join the academy → Log in → Post Shipment and Invoice from a Sales order Go to Sales Order (type Sales Orders in the Search box and click on a link) Find sales order you want to ship and invoice and open it (click) Navigate to the quote line, there are 4 columns: Quantity to Ship, Quantity Shipped, Quantity to Invoice, Quantity Invoiced Quantity to ship means that Customer made an order and we need to ship items he’s ordered. In our example we have an information that we need to ship 10 items. Imagine that we have only 6 items in our warehouse so we will ship 6 items to the cutomer and we will also invoice them right away: Rewrite Quantity to Ship to number of items you want to ship (6) and click on Post (in a Posting tab) Choose Ship and Invoice on a user dialog In case that we only want to ship items and invoice them later, we will choose Ship in a user dialog. We’ve shipped 6 items (Quantity shipped), we’ve invoiced 6 items (Quantity invoiced) and we need to ship and invoice 4 more items To ship the rest of items, click od Post in a Posting tab and choose Ship We’ve shipped 5 items (Quantity shipped) and we need to invoice 2 items (Quantity to invoice) To invoice the rest of items, click on Post in Posting tab and choose Invoice We’ve created Posted Sales Invoices You can find Posted Sales Shipment using Search box Get trained the On Point way From self paced online courses to private training sessions . Become industry ready. View courses →