We’re thrilled to announce the exciting relaunch of the Boyer Customer Portal! After a short scheduled downtime, the portal reopened on May 23. It has been revamped with a sleek, modern design and a simplified login process. We can't wait for you to experience these new features and enhancements.We are currently in BETA testing with a few customers on the brand-new licensing self-service component of the portal. Testing is expected to last two weeks, and then we plan to open the licensing side for all customers on June 15. We value your feedback and would love to hear your thoughts during this testing period.The licensing self-service capabilities will allow you to manage all Microsoft licensing that you have purchased through Boyer. You … [Read more...] about Revamped customer portal has license management
All About Row Definitions in Business Central Financial Reports
Today, we're going to talk about something super important for your financial reports: row definitions. If you've ever wondered how to make your financial statements more meaningful and accurate, you're in the right place. In this blog we'll walk you through the process of creating and modifying row definitions in Business Central, step by step.What are Row Definitions? In simple terms, row definitions determine what each row on your financial statement will display. This could be anything from revenue and expenses to specific account balances. By defining rows, you can customize your reports to show exactly what you need.How to create Row Definitions in Business CentralRow Definition details, explainedNote: If some of the columns … [Read more...] about All About Row Definitions in Business Central Financial Reports
Balancing Financial Dimensions in Dynamics 365 FSCM
Balancing financial dimensions often feels like threading a needle — It requires precision to ensure your organization’s accounting entries are accurate and compliant. Thanks to modern tools like Microsoft Dynamics 365 Finance and Supply Chain Management (FSCM), this task just became more efficient than ever. Let's discover more on how balancing entries in general work and how your organization can use financial dimensions in FSCM to save time, reduce errors, and improve financial accuracy.Plus, check out our short video demo to see these tools in action.Balancing financial dimensions ensures your balance sheet is accurate not just at a total level, but also for specific financial dimensions. For example, a nonprofit might … [Read more...] about Balancing Financial Dimensions in Dynamics 365 FSCM
Understanding Financial Reports in Business Central
Financial reports are crucial for the continued growth and long-term success of any organization. They not only help in internal decision-making but also allow you to meet any external reporting requirements. In this blog, we will explore the four main types of financial reports that exist within Microsoft Dynamics 365 Business Central and provide a step-by-step guide on how to create, view, print, and export these reports.Types of financial reports in Business CentralHow to create Business Central reportsHere’s a step-by-step guide to creating a new financial report in Microsoft’s cloud ERP:How to view, print and export your reportsTo view a report:To print or export the report:Financial reports in Business Central are essential tools … [Read more...] about Understanding Financial Reports in Business Central
How FSCM optimizes inventory management
Supply chain managers, business owners, and finance professionals are constantly on the lookout for solutions to help implement and manage lean manufacturing principles, in turn streamlining processes and reducing costs. Just-In-Time (JIT) inventory management is one of the lean manufacturing principles that can help to give your business a competitive edge.Boyer’s team of experts have helped many businesses get the system they need to do just that. We’ve helped manufacturers become “lean” and ultimately revolutionize the way they handle inventory management with FSCM. How? Keep reading.Importance of Just-In-Time (JIT) inventory managementBefore we look specifically at Microsoft's enterprise ERP solution, it's essential to … [Read more...] about How FSCM optimizes inventory management
Benefits of AI-powered Copilot support for procurement
FSCM’s secret weapon helps identify impact of purchase order changesManaging purchase orders can be the biggest headache ever, especially with all the current supply chain disruptions. Whether you're a small business owner or part of a large corporation, the purchase order process is essential. However, it’s also a time-consuming process that’s prone to errors. Boyer & Associates has a better way thanks to Copilot support for procurement. With the use of modern AI technology in Microsoft Dynamics 365 Finance & Supply Chain Management, you can streamline this process and make it more efficient.We have helped numerous businesses transform their purchase order process with Microsoft AI technology. Read on and find out why … [Read more...] about Benefits of AI-powered Copilot support for procurement
How to set up Paylocity integration to Business Central
Boyer & Associates revolutionized our internal payroll process this year by implementing a Paylocity integration to Business Central. This cutting-edge solution seamlessly loads payroll entries directly into Microsoft Dynamics 365 Business Central for our team to review and post. Gone are the days of reformatting data and manual uploads. Now, we simply process our payroll. By the end of the day, the journal is in Business Central, awaiting our approval and posting.In case you’re interested in learning how to streamline your own payroll process, let me take you on our journey. Paylocity implementation processHere’s a high level look at what the process looked like for Boyer:New Project Review: Boyer reached out to … [Read more...] about How to set up Paylocity integration to Business Central
Microsoft partner expands into Canada
Boyer announces new division, appoints presidentBoyer & Associates recently announced its expansion into the Canadian market with the formation of Boyer Technologies Canada, Inc. The Minneapolis-based Microsoft partner appointed Canadian resident Richard Dennis as president of the new division.“The Business Central business in Canada is booming, and the SMB market up here is quite underserved, so coming in and helping bridge that is going to be great for (Boyer) and for the Canadian customers,” said Dennis.Read the press release.About DennisDennis arrived in Canada over 20 years ago and became passionate about helping Canadian businesses mature. He restructured and digitally transformed many companies, gaining experience with … [Read more...] about Microsoft partner expands into Canada
Top 3 things we learned from 3 key AI events
AI is the buzzword of the century. From generative AI to agentic AI and everything in between, just about every business conversation these days will eventually end up on the topic of — you guessed it — AI.What do you think about AI? What’s your company’s stance? Are you taking a wait-and-see approach, or are you already diving in to see what you can do? The questions are endless, and the answers vary greatly from company to company.The #BoyerAIcrew attended 3 AI events across 3 time zones over the past 3 months. We started small, with a Microsoft AI tour stop in Detroit in February. Next, we hit up the AI Agent & Copilot Summit in San Diego in March. We capped it off with another Microsoft AI tour stop in Atlanta, this one easily twice … [Read more...] about Top 3 things we learned from 3 key AI events
Subscription and Recurring Billing Module in Business Central: Monthly Recurring Billing Scenario
The following blog is an outline of how to configure and use Business Central's Subscription & Recurring Billing module to manage and bill customers for a recurring billing scenario. This scenario is for billing a customer for Business Central Essential licenses monthly. However, the idea and configurations here will translate to other recurring billing scenarios as well, like service contracts, recurring rentals, and any other scenario needing a regular recurring invoice. Fair warning…Prerequisite ConfigurationsCreate the New ItemRecurring Billing Use Case ScenarioCreate a Service ObjectCreate a Customer ContractUse the Recurring Billing tool to generate the first month's invoiceUse the Recurring Billing tool to generate the … [Read more...] about Subscription and Recurring Billing Module in Business Central: Monthly Recurring Billing Scenario
