Brief:Install the free, Microsoft-provided Send Remittance Advice by Email From the Vendor Ledger Entry page, highlight a Payment line and run the Send Remittance Advice function either to email or print the remittance advice report.Introduction:In Microsoft Dynamics 365 Business Central it's easy to print off a vendor remittance advice report — as long as you have the free Microsoft-provided Send Remittance Advice by Email extension installed.Microsoft's documentation outlines how you can email or print the remittance advice reports. Emailing the report is a nice feature, but the nicest thing about having this extension installed is that it makes the remittance advice report accessible and easy to run. Accordingly, I will … [Read more...] about How to print Remittance Advice report in Business Central
Business Central Case Study – Child Rescue Coalition
A Florida not-for-profit is working hard to rescue children from sexual abuse. Child Rescue Coalition’s world-renowned Child Protection System (CPS) Technology helps law enforcement agencies in over 95 countries identify file sharing by IP addresses to track, arrest and prosecute online predators. Since 2013, the organization has helped rescue more than 2,500 children. Challenge With such an important mission, Child Rescue Coalition doesn’t waste its energy on subpar technology — in any area of the business. Director of Accounting Jeanne Aparicio handles all the financial accounting and reporting for the team of 10 and their board.She said their former QuickBooks system allowed users to easily manipulate data and change transactions, a … [Read more...] about Business Central Case Study – Child Rescue Coalition
How to Manage Inventory in Business Central
Advanced options streamline replenishmentMicrosoft Dynamics 365 Business Central is a great manufacturing and distribution ERP software solution for inventory management. Because of the robust capabilities of this ERP management system, it can be difficult to fully understand the tools you have and comprehend all of the benefits of Business Central. In this blog post, we are going to go over how to manage your inventory in Business Central using a step-by-step approach.What is the best way to manage your inventory in Dynamics 365 Business Central?There are many ways to manage your inventory in Business Central but it comes down to 3 key tips:Prioritize your inventory - Categorize your inventory into priority groups. This can help you … [Read more...] about How to Manage Inventory in Business Central
NAV gets rejuvenated with upgrade to Business Central
Salon upgraded to cloud ERP during COVID shutdown Spalon is a full-service salon based in Edina, Minn. The company started 25 years ago and now has 280 employees across three locations in the Twin Cities. From hair and nails to skin and spa treatments, Spalon is all about the total rejuvenation experience. Challenge It was early 2020, yet Spalon was still running on Windows Server 2008. Their accounting system, Microsoft Dynamics NAV 5.0, still did the job but had also been in operation since 2008. Signs of age showed. When it became apparent that the server would likely crash within the next few months, the luxury spa’s owners reached out to a trusted ERP reseller to discuss options. Solution Since Senior Accountant Dean Wellman and his … [Read more...] about NAV gets rejuvenated with upgrade to Business Central
How to use custom reports in Business Central
Microsoft Dynamics 365 Business Central lets you change which layout you want to use on any given report as well as create a new layout or modify an existing layout. This is a visual how-to guide on creating, editing and using custom reports in Business Central. Add a new Custom Report Layout in Business Central Under the main search bar in Microsoft Dynamics 365 Business Central, type in “custom report layouts.”From the Custom Report Layout page, select “New.”Enter the Report ID or use the drop-down option to locate the desired report. The name auto-populates.Use the radio buttons to select the desired layout to insert (Word or RDLC). If you aren’t sure which one you want, select both. At least one selection must be made. … [Read more...] about How to use custom reports in Business Central
Apply credit memo to return invoice in BC
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 within the credit memo referencing the sales invoice but did not actually close either the invoice or the credit memo.After some trial and error and with some help from Microsoft support, we finally found a workable solution. The solution differs slightly depending on if you’re dealing with an unpaid sales invoice versus a paid invoice, and it cannot be used when dealing with multiple invoices — That must remain a manual process. In case you’re having a similar issue, below is our solution.Option 1 … [Read more...] about Apply credit memo to return invoice in BC
How to set up Sales and Use Tax in Business Central
Sales and Use Tax setup in Microsoft Dynamics 365 Business Central consists of the following four components:Tax Groups Tax Jurisdictions Tax Details Tax AreasAfter setting up each of the components, you then tie them all together via the Item card, Customer card and Customer Ship to Address card. Let’s start with the four components. Tax Groups Tax Groups are groups of inventory items that are subject to the same tax, or in other words, eligible for tax to be calculated if the customer is tax liable. To set up this component, type “tax group” in the search bar. You will see two options for Tax Groups — NONTAXABLE and TAXABLE.Click +New and set up your list of Tax Group Codes.The Tax Group is then set on the individual … [Read more...] about How to set up Sales and Use Tax in Business Central
Consultant joins growing Business Central team
Boyer is pleased to welcome our newest Dynamics 365 Business Central consultant, Joe Cristoforo. Cristoforo has a combined 33 years of consulting and industry experience. He has in-depth experience performing ERP assessments and implementations within manufacturing and wholesale distribution environments. Cristoforo is excited to be a part of the Boyer team.“I like working directly with people, defining processes and coming up with solutions to make their business better,” Cristoforo said.His main goal as a consultant is to save his clients time and stress. Often, it takes time for the client’s staff to see the disruption of an implementation project as a good thing. Cristoforo said people aren’t initially thrilled to be giving up … [Read more...] about Consultant joins growing Business Central team
Business Central gets fall 2019 update
At Microsoft’s annual Inspire conference this summer, the company outlined its goals for the next update to Dynamics 365, a popular suite of cloud-based business software solutions.Microsoft plans to release updates to the software twice a year, in April and October. This year’s “wave 2” release targets five areas for improvements: service basics, modern clients, developer tools, ISV acceleration and customer migration.Here are a few of the most notable improvements:Migrating data from Dynamics GP 2018, SL 2018 or Business Central on-premise is now easier. Clients on older versions of a Dynamics product can also replicate portions of their existing data to see what it looks like in Business Central online. Dynamics NAV 2018 clients … [Read more...] about Business Central gets fall 2019 update
10 things to know about Dynamics 365
Is Microsoft’s accounting solution a good alternative to QuickBooks? QuickBooks: Every accountant knows it. Just about every accountant has used it. Sure, alternatives to QuickBooks exist, but few have garnered the same popularity.Whether you love it or hate it might depend a lot on the size of your company. Since the 1990s QuickBooks has been the accounting system of choice for small and start-up companies — with good reason. It’s easy to learn, easy to use and capable of managing the finances of most small businesses.Now there’s a new kid on the block that threatens to take a bite out of QuickBooks’ popularity. Dynamics 365 Business Central, Microsoft’s newest claim to fame in the world of accounting software, offers … [Read more...] about 10 things to know about Dynamics 365
