Despite your best efforts to keep accurate accounting records, the occasional error is inevitable. When that occurs, how do you correct an invoice within Microsoft Dynamics 365 Business Central?The process to correct a posted document or transaction in Business Central depends upon the origination of the transaction. If you are trying to correct a posted invoice (which is a document), then you must use the Correct function. This is true for both sales and purchase invoices. Below are instructions walking you through the options available to correct a posted invoice on the sales or purchasing side of your business management software. Correcting a Posted Sales Invoice On the Posted Sales Invoice page you have the following choices under … [Read more...] about How to correct invoices in Business Central
If it’s not broken, why fix unsupported Dynamics SL?
We get it. Your existing installation of Microsoft Dynamics SL is working well enough, so why would you purposely disrupt your team to “fix” something that’s not even broken? It seems like such a huge waste of time and money.Until the unthinkable happens. Until your system crashes and you’re left scrambling to get back online — and paying exorbitant fees for the emergency fix. Then you might start to rethink your opinion of upgrades.Don’t wait until a catastrophe forces you to upgrade your ERP software. Here are five key areas you could be risking by running an unsupported version of Dynamics SL: Government IncomplianceEvery time a government agency makes changes to payroll tax tables, 1099 forms or related rules, your ERP system … [Read more...] about If it’s not broken, why fix unsupported Dynamics SL?
Top 7 Reasons to Upgrade Dynamics GP
And why Microsoft’s new Modern Policy matters Microsoft recently announced a key change regarding its Dynamics GP software that’s likely to motivate you to upgrade your Dynamics GP system sooner than later. It sounded subtle enough: They introduced a name change to simply “Dynamics GP” (no date attached) and announced the move toward a “Modern Policy” lifecycle — whatever that means, right?The switch to Modern Policy is actually quite a big change and a huge reason for Dynamics GP users to stay more current. Here are seven reasons why you should consider upgrading your Dynamics GP software: New ‘Modern Policy’ LifecycleWith the October 2019 release of Dynamics GP, the product has moved to a Modern Policy. What does that mean for … [Read more...] about Top 7 Reasons to Upgrade Dynamics GP
How to create a GL Budget in Business Central
In Microsoft Dynamics 365 Business Central, you have the opportunity to create multiple budgets and copy, import or export budgets. Here are the tasks you will be able to accomplish after reading this blog:Create multiple Dynamics 365 Business Central budgets for identical time periods by using separate names. Create simple or complex budgets by selecting a combination of G/L account, period, the two global dimensions and four budget dimensions. Copy budgets from previous periods and revise budget figures by using an adjustment factor. Export budgets to and import budgets from Microsoft Excel.Create a BudgetType “GL Budgets” in the Dynamics 365 Business Central search bar. Click “New.” Enter Name, Description and any … [Read more...] about How to create a GL Budget 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
ERP consulting teams merge to better serve you
What happened when we merged 3 ERP consulting teams into 1 What happens when you realize your business model is no longer working? How do you make the decision to consciously disrupt your workflow, to tear down and rebuild the way your company does business? Boyer & Associates is just coming out of such a transition period. We’d like to share with you what it looked like for us.Three years ago our company’s organizational structure looked very different than it does today. We supported the same number of Enterprise Resource Planning (ERP) solutions that we do now, but our approach was much more siloed.We had three distinct teams, each supporting a unique Microsoft ERP solution. Each team was responsible for implementations and other … [Read more...] about ERP consulting teams merge to better serve you
Will we see you at Summit?
Users of Microsoft Dynamics software are gearing up for perhaps their biggest event of the year. This year’s User Group Summit for North America is Oct. 15-18 in Kissimmee, Fl.The conference is focused on Dynamics software education and networking and is geared toward users of any of the following Dynamics software solutions:GP 365 Business Central/NAV Finance and Operations/AX Customer Engagement/CRM Power PlatformIn addition to educational sessions geared toward users, Summit also offers pre-conference learning options for partners looking to better their skills in the solutions they support.Boyer & Associates is a member of multiple Dynamics User Groups and is proud to participate in this year’s annual conference. … [Read more...] about Will we see you at Summit?
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
New release of Dynamics GP slated for October
A new version of Microsoft Dynamics GP is coming soon — and it promises to have several new features that customers have specifically requested.According to our friends in Fargo, N.D., the latest version will be available Oct. 1. New with this release, the product's name will be simply "Microsoft Dynamics GP" (no date).Here are just a few of the new features we can expect to see:Long description for a Payables TRX Entry printing on checks Document Attach availability in Bank Reconciliation New look to the User Access setup window — plus four new workflows on User Setup Display the user who posted a Journal Entry in the Journal Entry Inquiry window Add a Class ID to a Fixed Asset transfer Get a visual cue for EFT Vendor in … [Read more...] about New release of Dynamics GP slated for October
Dynamics ERP consultant boosts GP support
Boyer & Associates is pleased to welcome Mike Muscarella to our growing Dynamics ERP consulting team. Muscarella’s 20 years of Dynamics GP experience will be put to good use supporting our existing clients.“So far it’s been great. It’s a good team. It’s a lot of smart people, a lot of good people,” he said.Muscarella earned his bachelor’s degree in economics from Southern Methodist University in Dallas, Texas. He started his career as an AP clerk at a now-defunct software company in Dallas. After four years on the accounting side, he decided he was ready for a change of pace. While some people enjoy the routine of accounting, Muscarella said he prefers the constantly-changing work of an ERP consultant.“It’s different companies in … [Read more...] about Dynamics ERP consultant boosts GP support
