This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Wrap Text feature. Wrap Text – This feature is in the column definition and prevents the row description from being cut off, as illustrated below. Column Definition: This tip, and many more, are covered in our Management Reporter training class held each month. [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on the Renumber Row Option. Renumber Row Option – Found in the Row Definition Edit/Renumber rows. It will also renumber formulas. The Renumber Row Option is a very nice feature for those accountants that like good organization in their reports. Before: After: This tip, and [...]
Reposted from Avalara Bwaahahaha! Is that the ghostly laugh of a Halloween haunt — or the auditor reviewing your sales tax returns? Dealing with sales tax can be a ghoulish task. And for businesses with compliance obligations in multiple states, it can be frighteningly difficult to know which rules apply. Take pumpkins, for example. Nothing [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Zero Value Override Text. Zero Value Override Text – Allows you to override a zero value in the format of a row or column with a text such as “N/A”. This is very useful if your report is set to show blanks for zero, [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Acct Modifier. Acct Modifier - Change the period data of a specific row. This can be very useful for cash flow statements to pull in beginning period cash balances or to show a YTD number below a MTD number. Row Definition: This tip, [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Column Restriction for Rows. Column Restrictions for Rows – Restrict data and formats to specific columns on the report as illustrated below. Row Definition: Result: This tip, and many more, are covered in our Management Reporter training class [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on Dynamic Headers with CALC. Dynamic Headers with CALC – If you want the auto text to populate in the column header for a calculated column, you will need to define the Fiscal Year and the Period, as highlighted in the illustration below. Column Definition: [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on calculations on hidden columns. Calculations on Hidden Columns – When using non-printing rows that you want to be included in the calculation you need to specify the columns individually B+C+D. When you want a total for only the rows displayed on the report use [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on IF THEN ELSE. IF THEN ELSE – This allows you to pull in data to other rows such as a negative asset account into the liability section of the balance sheet based on the value. Below is the formula for the asset section; copy [...]
This week’s Management Reporter tip for Microsoft Dynamics ERP is on changing the long date format. Long Date Format - Follow the instructions illustrated below in order to remove the day from your report headers. This is not a setting in MR but is a default within the system that is generating the report. Change the date [...]
