Boyer & Associates is pleased to announce Layla Doctor as our newest Microsoft Dynamics project manager. From Y2K programming to ERP to CRM, Doctor has the perfect mix of experience for her new position. Doctor graduated with a bachelor’s degree in computer science in 1996. Shortly after, she emigrated from the Philippines when she landed a job as a programmer prepping U.S. systems for Y2K. She did well, but the stress of constantly thinking about codes and bugs – even in her off time – prompted her to look for a different IT role.She took a job doing app support for New Jersey-based ADP. At the same time, she enrolled into a master’s program for project management at DeVry University in Illinois. She thoroughly enjoyed her classes … [Read more...] about Boyer hires new Microsoft Dynamics project manager
New Dynamics 365 consultant brings a background in music, French and CRM
From piano to software, Kendra Stapleton knows how to spot the patterns and share that insight with others. The Georgia resident is joining Boyer’s team as a senior functional consultant for Microsoft Dynamics 365 Sales and Power Platform.A required computer lab in college morphed into a full-fledged career for the musical-minded Stapleton. She graduated with a degree in piano and voice from Oklahoma Baptist University, but it was her natural talent in computer class that ultimately directed her future career as a Dynamics 365 consultant. Her analytical brain picked out patterns in technology that others missed, and she easily got 100 percent in all her computer labs. Her professor pointed out that others struggled to pick up on the … [Read more...] about New Dynamics 365 consultant brings a background in music, French and CRM
How to set up Gmail SMTP in Business Central
In case you haven’t heard, Google made changes last year to what they call “less secure apps.” Due to those changes, new Gmail/G Suite SMTP configurations within Microsoft Dynamics 365 Business Central will not work successfully unless some changes are made on the client side ahead of time. (Existing Gmail/G Suite SMTP connections should still work just fine.)Below is a step-by-step guide to setting up Gmail SMTP in Business Central: Step 1 Step 2 Set Up Gmail SMTP in Business Central Step 1 Step 2 Step 3 Now you know how to set up Gmail SMTP in Business Central. Contact us if you need additional assistance. … [Read more...] about How to set up Gmail SMTP in Business Central
Boyer welcomes new Microsoft ERP consultant
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
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
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
What to do when your Business Central job queue is not running
Job queue not running in Business Central? Here's how to restart scheduled jobsOne of Microsoft Dynamics 365 Business Central’s many features is the ability to schedule jobs. These jobs can manage the sending and receiving of data from external sources, such as your CRM or Kofax or emailed remittances. Typically, these processes run in the background with no issue. Then, all of sudden one day you might notice that remittances are not being sent, your Kofax invoices are not sending or CRM data is not flowing in and out of Business Central. When this happens, the number one reason is that the Business Central Job Queue is not running for that process. To fix this problem, you will first need to locate these Jobs. Using the spy glass search … [Read more...] about What to do when your Business Central job queue is not running
