Few people know exactly what they want to do before they finish college, but for Saad Ali, the decision to follow in his mother’s footsteps was easy. He hasn’t looked back since, and now Ali is Boyer’s newest Microsoft ERP consultant.“This is what I’ve been doing since I graduated, and I’ve enjoyed it,” he said.As a college student, Ali already knew that ERP consulting interested him. When an internship opened up at the same company where his mother worked as a Microsoft Dynamics NAV consultant, he jumped at the chance. Those early days at Netherlands-based Dysel consisted of part-time work while he finished up his degree in management information systems from the University of Houston. He learned a lot about Microsoft’s world-renowned ERP … [Read more...] about Boyer welcomes new Microsoft ERP consultant
Rob Grubbs joins Boyer as Business Central consultant
From golf club management to ministry to sports writer, Boyer’s newest consultant brings a lot of diverse experiences to the table. Rob Grubbs, Jr. joins the Boyer team as a Microsoft Dynamics 365 Business Central consultant.Grubbs didn’t put much forethought into choosing a career as a young man. In fact, he was a junior at the University of West Georgia before he stumbled onto accounting.It was deadline day for choosing a major, but athlete Grubbs was more concerned with making his intramural softball game. Someone had suggested he look into a management degree so he went into the business building with that intent. Glancing at the clock and eyeing the long line, he grew impatient and jumped over to a shorter line — which just happened to … [Read more...] about Rob Grubbs joins Boyer as Business Central consultant
Microsoft Dynamics GP year-end updates released
It’s that time once again. Like the seasons change, Microsoft Dynamics GP is ramping up for the new year by rolling out some new features in GP 2018 version 18.5 as well as updates for year-end 2022.Let’s start with the new version of Dynamics GP 2018 – 18.5, released in October: And now let’s look at the year-end update for 2022, released in November. The most notable changes are in the 1099 forms, as usual:Please note that if you print Payables forms in Dynamics GP, we recommend you install the update.Here are the details of all the 1099 form changes for 2022: 2022 payables management form changes. And here’s a summary of the 2022 year-end update release information: 2022 year-end update.We understand that keeping up with all … [Read more...] about Microsoft Dynamics GP year-end updates released
Boyer hires new ERP support consultant
Boyer & Associates’ ERP support team is growing. We’re pleased to announce the addition of Lin Shi as a support desk consultant for Microsoft Dynamics 365 Business Central and NAV.Shi has 13 years of experience with Microsoft Dynamics NAV as both a developer and consultant. She got her degree, a double-major in Accounting and Management Information Systems, from the University of Houston and was immediately recruited for an internship. Shi spent five years as a Microsoft Dynamics NAV developer for the Rand Group before switching gears to serve as a functional consultant for an end user in the oil and gas industry.“I realized that I actually enjoyed that a lot more than development,” Shi said. She worked for Superior Energy Services … [Read more...] about Boyer hires new ERP support consultant
Business Central Account Schedules now called Financial Reports
For users of Account Schedules in Business CentralMicrosoft is rolling out their 2022 release wave two enhancements of their cloud ERP solution (upgrading Dynamics 365 Business Central to version 21.0). We want to make users aware of a minor change that affects anyone who has previously used Account Schedules for financial reporting.With the wave two release, Microsoft has renamed their Account Schedule tools within the cloud ERP. Account Schedules are now called Financial Reports. There are some minor differences in the pages, but the basic design and idea are the same. Here are the renamed pages:Account Schedule Overview = Financial ReportsAccount Schedules = RowsColumn Layouts = Column DefinitionsAdditional Information: If you … [Read more...] about Business Central Account Schedules now called Financial Reports
How to Email Remittance Advices for Electronic Payments in Business Central
Emailing remittance advices for electronic payment (also often called ACH or EFT payments) in Microsoft Dynamics 365 Business Central is a fairly straightforward process. Primarily, you just need to make sure the vendor record is set up properly. How to Email Remittance Advices from the Payment JournalHere's how to email remittance advices from Business Central's Payment Journal. Note that I presume you know how to populate the Payment Journal lines, generate the ACH file, post the batch, etc.Populate the Payment Journal lines. Make sure that the Bank Payment Type value is either Electronic Payment or Electronic Payment-IAT.Run the Export function, found under … [Read more...] about How to Email Remittance Advices for Electronic Payments in Business Central
How to enter deposits in Business Central
Are you wondering how to enter a deposit in Business Central? This blog will walk you through that process as well as how to issue a refund.This is part two of a blog focused on clearing up confusion around Accounts Receivable in Microsoft Dynamics 365 Business Central. Go back to part one to review how to register Customer Payments and post Cash Receipts in the cloud ERP. In this blog we will show you how to enter Deposits and process Refunds in Business Central.How to Enter Deposits in Dynamics 365 Business CentralUsing Deposits is another way to enter payments received. For the longest time this was my preferred method. Now I fluctuate between this and the Cash Receipt Journal process outlined in part one of this … [Read more...] about How to enter deposits in Business Central
How to process payments in Business Central
Are you unsure how to process payments in Business Central? This two-part blog will demystify the different options available within Accounts Receivable.There has been a lot of confusion around the different methods to enter cash receipt information for Accounts Receivable in Microsoft Dynamics 365 Business Central. The method you choose is your preference, and each has its own advantage and disadvantage. The intent of this two-part blog is to demystify the different options so you can choose the best one for you. Here's a summary of what you'll learn:How to register Customer Payments (part 1)How to post Cash Receipts (part 1)How to enter Deposits (part 2)How to process a Refund (part 2)How to register Customer Payments in Dynamics 365 … [Read more...] about How to process payments in Business Central
Is Dynamics SL Cash Manager out of balance? Here’s how to fix it
What do you do when Microsoft Dynamics SL Cash Manager is out of balance? Occasionally, we make corrections in Dynamics SL that affect the cash account. Then, at the end of the month, we realize the correction did not flow to Cash Manager. When this happens, the best option is to create an “O” entry in the Dynamics SL Cash Manager module. This entry will only impact the Cash Manager module, not the General Ledger. This blog will walk you through that process.To enter the “O” entry, you first need to navigate to Financial, Cash Manager, Input, and finally Cash Account Transactions as shown below.In the Cash Account Transactions screen, you will need to enter the following information (as pictured above):Batch Section:Enter a date … [Read more...] about Is Dynamics SL Cash Manager out of balance? Here’s how to fix it
How to clear Bank Reconciliation in Business Central with no offsetting entries
“You can only reverse entries that were posted from a journal.” This dreaded error message when attempting to complete a bank reconciliation in Microsoft Dynamics 365 Business Central happens to the best of us. There are several ways to work around this error. Sometimes when it’s a cash entry, the easiest way to reverse the entry is to make a “Refund” entry. Recently, we had a client use this method to back out an errant entry in Business Central. However, after doing so, they encountered a snag while reconciling the bank account. I’ve recreated the scenario in a Cronus test environment using the mock Trey Research customer account. Below is a screenshot of what happened:On the Bank Account Ledger side of the Bank Reconciliation in Business … [Read more...] about How to clear Bank Reconciliation in Business Central with no offsetting entries
