Boyer & Associates is pleased to announce that we have a new ERP project manager. Please join us in welcoming Lea (pronounced Lee) Lumley to the Boyer team.Lumley has 12 years of experience with software implementations and 7 years of experience focused on project management.“It was a slow, meandering move,” she said of her journey to a career in project management.Lumley earned a bachelor’s degree in hotel and restaurant management from the University of Wisconsin-Stout. She quickly worked her way up to operations supervisor at the Courtyard by Marriott in Eden Prairie.“I loved hotel management. I was very good at the customer-facing side of that and I really enjoyed it, but my schedule had to allow for the hotel being open 24 hours a … [Read more...] about Boyer hires new ERP project manager
Boyer hires new cloud ERP consultant
The newest member of the Boyer & Associates team grew up sailing in Rhode Island and goes by the nickname “Moose.” We are pleased to introduce Dynamics 365 Business Central consultant, Hans “Moose” Hardisty.Hardisty, who goes by the childhood nickname his father gave him when he doubled in size so quickly as an infant, has 22 years of accounting experience and a decade of experience with Dynamics ERP.A young man growing up in Rhode Island, Hardisty never really planned to be an accountant. Like most of his peers, his dream job involved a job on a sailboat.“I grew up on an island so lots of sailing. Where I come from it’s sailing, swimming, surfing — Our lives revolve around the ocean,” he said. Immediately out of high school he … [Read more...] about Boyer hires new cloud ERP consultant
How to Enter and Pay a Vendor Invoice in Business Central with One Entry
Before getting into the how, let’s review the why. Below are two examples of why you would want to do this:Your vendor has an automatic withdrawal from your bank account, and you would like to maintain a record in the vendor ledger of Microsoft Dynamics 365 Business Central.Charges on a credit card need to be recorded against the vendor for 1099 reporting.The first step is to set up your payment method with a Bal. Account Type and No. You can see in the example below that the Card and Check payment methods have a Bal. Account Type of Bank Account and a Bal. Account No. populated. When using these two payment methods, the system will automatically create the payment entry and set the purchase invoice to closed.The next step is to select the … [Read more...] about How to Enter and Pay a Vendor Invoice in Business Central with One Entry
How to automate monthly reports in Business Central
Every month you are required to run numerous month-end reports in your ERP system. How would you like to come to work on the day those reports are due and have all the reports done and waiting for you? If you like that idea, this blog will show you how to automate those monthly reports in Microsoft Dynamics 365 Business Central. As you normally do when you’re running a report manually, navigate to the Report Request screen for your report and fill out the criteria you typically use to run that report. Once that is completed, click the “Send To” button at the bottom of the report request.When the Choose File Type box opens, click the “Schedule button” and then click “OK.” On the Edit – Schedule a … [Read more...] about How to automate monthly reports in Business Central
How to un-apply a vendor entry in Business Central
Have you ever had issues voiding a check in Microsoft Dynamics 365 Business Central? This is an issue we run across often with our clients, and the fix is actually quite simple once you know where to look.Say you need to void a check, but first, you need to unapply the payment from the invoice. You open the Unapply Vendor Entries window in Business Central, review the information and select the payment line. Then, because there is nothing else to choose, you click “OK.”However, when you go to void the check, you cannot because it is still applied. This might leave you scratching your head and wondering what you did wrong.Here’s the fix: At the top of the page, there are three little dots similar to an ellipses. Click on those dots, and you … [Read more...] about How to un-apply a vendor entry in Business Central
What’s new in Dynamics 365 Business Central?
See the latest features coming in Wave 1 2021 updateMicrosoft Dynamics 365 Business Central receives automatic upgrades twice a year. Plans for the next release are chock full of user accessibility features to improve the overall use of the product. Below is a compilation of some of the top new features coming directly to your computer later this year.Getting started in Dynamics 365 Business CentralOnboarding a new company within Dynamics 365 Business Central gets easier with each new release. This time Microsoft has added “getting started checklists” to optimize initial setup. They’ve also improved in-app help functionality with visual aids that allow users to learn the system on their own.Interested in the built-in Power BI capabilities? … [Read more...] about What’s new in Dynamics 365 Business Central?
Fix error when pasting data in Dynamics 365 Business Central
When trying to paste data into Microsoft Dynamics 365 Business Central, you will sometimes receive the following error message: “You cannot paste n rows in the selected n rows.”Issue: This message is typically displayed when you try pasting more than one line into a single line that already has data in it. Note that, as can be seen in the screenshot above, it's not always readily apparent that the line has data in it, so it is easy to get tripped up on this.Solution: Click on an empty line (try the next line down) and paste again.Regarding this subject, Microsoft documentation tells us the following: "Select an empty row, with focus in any cell, and then press Crtl+V.""If you want to … [Read more...] about Fix error when pasting data in Dynamics 365 Business Central
How to Process AP Payments in Business Central
Today we will go through step-by-step guides and offer tips on how to process AP payments in Microsoft Dynamics 365 Business Central. We will look at a traditional check run, printing and voiding checks, unapplying a vendor ledger entry and reversing a journal posting.How to do a Traditional Check Run using Suggest Vendor PaymentsType “payment journal” in the main search bar.Select the Batch name. (example: PMT REG). We recommend that you have a separate batch set up for your check run. Creating a batch allows you to create a work space while you are working.On the ribbon, click “Suggest Vendor Payments.”IMPORTANT: It is important to understand the following:Summarize Per Vendor on the Suggest Vendor Payments dialogue … [Read more...] about How to Process AP Payments in Business Central
Cloud ERP team gains another consultant
Boyer & Associates’ consulting team for Microsoft Dynamics 365 Business Central continues to grow. We are pleased to announce the addition of Sue Laux-Maede as our newest senior consultant for the cloud ERP solution.Laux-Maede has worked as an ERP consultant for most of her career. She earned her accounting degree from Illinois State University but quickly switched to consulting after working on an early implementation of Solomon (now Dynamics SL) software for her employer at the time, Feldkamp Malloy.“I really gravitated more toward the implementation and consulting side,” she said. “I definitely did not like being an accountant. I’m very much a people person. I’d rather be out interacting with people.”As a consultant, she enjoys … [Read more...] about Cloud ERP team gains another consultant
How to print Remittance Advice report in Business Central
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
