With thousands of companies across the U.S. attempting to maintain normal business operations despite quarantine restrictions, Microsoft Dynamics ERP user groups have stepped up their game to help their cohorts navigate new ways of working.Users of Dynamics 365 Business Central already have a fully operational cloud system, but for users of on-premise solutions like Dynamics GP, SL and NAV, the nearly nationwide shelter-in-place orders have placed a strain on business operations. Those who are members of their solution’s user group community have a definite edge.Dynamic Communities, the brainpower behind Microsoft’s ERP user groups, released an entire series of April webinars focused on how to navigate working remotely and the … [Read more...] about Dynamics ERP users band together on working apart
Set up Reporting by Dimensions in Business Central
Microsoft Dynamics 365 Business Central has some great built-in reporting capabilities. One of my favorites is Analysis Views by Dimension. The beauty of this feature is that you can create multiple analysis views and slice and dice the data any way you want. It is like a mini report writer.Setting up analysis views is simple. Type “analysis views” in the main search bar of Business Central. Go to the Analysis Views link and click on “+New.” You will now see the following popup box for an Analysis View card:Here is a breakdown of the fields you see under the General section:• Code: This is a one-word shortcut for your Analysis View. • Name: This is the full name you want for your view. • Account Source: You can choose either … [Read more...] about Set up Reporting by Dimensions in Business Central
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
How to correct invoices in Business Central
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
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
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
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
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
Are you getting the most out of your ERP software?
8 signs you’re losing money on your accounting system (and tips to improve) Accountants naturally want to make the most of their resources. Whether it’s choosing the best vendor for paper stock or deciding which software is the best long-term investment, smart choices by the finance team can have a significant effect on the success of a company.How can you tell if you are (or aren’t) using your Enterprise Resource Planning (ERP) software to its optimum potential? Here are 8 signs that you are not getting the most out of your ERP system: 1. You’re on a Microsoft maintenance plan but not upgrading. There’s nothing like wasted money to make an accountant cringe, yet that’s exactly what you’re doing in this case. If you are already paying … [Read more...] about Are you getting the most out of your ERP software?
