Boyer & Associates

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So far Boyer & Associates has created 39 blog entries.

Reconcile Utilities in Dynamics GP

By |May 21st, 2020|Blog, Microsoft Dynamics GP|

Reconcile Utilities in Dynamics GP: What They Are and What They Do Have you ever applied a credit memo in Dynamics GP but discovered that the amounts simply did not look right? Or perhaps your AP/AR aging amounts ended up in the wrong columns? These are common issues for users of Dynamics GP, and we’ve [...]

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Apply credit memo to return invoice in BC

By |May 13th, 2020|Blog, Microsoft Dynamics 365|

How to auto-apply a credit memo to a return invoice in Dynamics 365 Business Central Recently, a Dynamics 365 Business Central customer asked us if there’s a way to create a sales return order that automatically applies the credit memo to the related invoice. Whenever they processed a credit memo, the system created a comment [...]

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Using ‘SARR’ to answer ERP implementation questions

By |April 30th, 2020|Blog|

Using the SARR approach to answer ERP implementation questions Janet's Journal As we all know, customer requests are made all the time during ERP implementations. As a software consultant, I believe it is important for me to help the customer as best I can by providing a methodical way to answer their request. [...]

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Set up Reporting by Dimensions in Business Central

By |April 7th, 2020|Blog, Microsoft Dynamics 365|

How to Set Up Reporting by Dimensions in Dynamics 365 Business Central Microsoft Dynamics 365 Business Central has some great built-in reporting capabilities. One of my favorites is Analysis Views by Dimension. The beauty of this feature is that you can create multiple analysis views and slice and dice the data any way you want. [...]

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How to set up Dynamics ERP for remote users

By |March 26th, 2020|Blog, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Dynamics SL|

How to set up Dynamics ERP for remote users Due to the precautions in place as a result of the COVID-19 outbreak, many companies throughout the U.S. are instructing their employees to work from home. Some companies are scrambling to accommodate these changes by purchasing laptops and installing the appropriate business applications for their newly [...]

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How to set up Sales and Use Tax in Business Central

By |February 27th, 2020|Blog, Microsoft Dynamics 365|

How to set up Sales and Use Tax in Business Central Janet's Journal Sales and Use Tax setup in Microsoft Dynamics 365 Business Central consists of the following four components: Tax Groups Tax Jurisdictions Tax Details Tax Areas After setting up each of the components, you then tie them all together via the [...]

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How to correct invoices in Business Central

By |February 11th, 2020|Blog, Microsoft Dynamics 365|

How to correct invoices in Business Central Janet's Journal Despite your best efforts to keep accurate accounting records, the occasional error is inevitable. When that occurs, how do you correct an invoice within Microsoft Dynamics 365 Business Central? The process to correct a posted document or transaction in Business Central depends upon the [...]

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How to create a GL Budget in Business Central

By |January 9th, 2020|Blog, Microsoft Dynamics 365|

How to create a G/L Budget in Dynamics 365 Business Central Janet's Journal In Microsoft Dynamics 365 Business Central, you have the opportunity to create multiple budgets and copy, import or export budgets. Here are the tasks you will be able to accomplish after reading this blog: Create multiple Dynamics 365 Business Central [...]

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How to set up positive pay in Dynamics 365 Business Central

By |May 14th, 2019|Blog, Microsoft Dynamics 365|

How to set up positive pay in Dynamics 365 Business Central Overview: This process creates a file that will be sent to the bank for check management. Set Up the Data Exchange Definitions Using the lightbulb search, type “Data Exchange Definitions” and click on the matching list page. There are two pre-configured definitions for positive pay. [...]

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It’s (ERP) Tool Time!

By |July 17th, 2018|Blog|

It's Tool Time! ... Or perhaps new ERP tool time? By Mary Huhn, CPA, CIA How does an organization know when it is time to change its ERP structure or upgrade its accounting system? If it is time, then how does an organization go about deciding what comes next? Typically, the ERP change process starts [...]

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