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. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Web Viewer Default. … [Read more...] about Management Reporter Tips and Tricks – 47. Wrap Text
Management Reporter Tips and Tricks – 46. Renumber Row Option
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 many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Wrap Text. … [Read more...] about Management Reporter Tips and Tricks – 46. Renumber Row Option
Pumpkins, Piercings and the Paranormal: 10 Scary Ways States Apply Sales Tax
Reposted from AvalaraBwaahahaha! 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 says fall quite like overflowing cornucopias, evil-grinned jack-o’-lanterns and (yep) pie. But be warned: not all pumpkins are created equal. In New Jersey and Pennsylvania, taxability depends on if your pumpkin is tricked-out or treat-worthy. Pumpkins to be used for decoration (painted, varnished or carved) are taxed while pumpkins used for food (like pie) are tax-exempt. In Iowa, all pumpkins used to … [Read more...] about Pumpkins, Piercings and the Paranormal: 10 Scary Ways States Apply Sales Tax
Management Reporter Tips and Tricks – 45. Zero Value Override
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, as you can now override and show 0.0% as a text rather than a value. This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Renumber Row Option. … [Read more...] about Management Reporter Tips and Tricks – 45. Zero Value Override
Management Reporter Tips and Tricks – 44. Acct Modifier
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, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Zero Value Override. … [Read more...] about Management Reporter Tips and Tricks – 44. Acct Modifier
Management Reporter Tips and Tricks – 43. Column Restrictions for Rows
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 held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Acct Modifier.Update: Register now to get more helpful tips at our two-day Management Reporter training class Aug. 26-27. … [Read more...] about Management Reporter Tips and Tricks – 43. Column Restrictions for Rows
Management Reporter Tips and Tricks – 42. Dynamic Headers with CALC
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 tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Column Restrictions for Rows. … [Read more...] about Management Reporter Tips and Tricks – 42. Dynamic Headers with CALC
Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns
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 the range B:D as highlighted below.Column Definition: This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Dynamic Headers with CALC. … [Read more...] about Management Reporter Tips and Tricks – 41. Calculations on Hidden Columns
Management Reporter Tips and Tricks – 40. IF THEN ELSE
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 the row to the liability section and reverse the sign in the formula.Row Definition:This tip, and many more, are covered in our Management Reporter training class held each month. If you are interested in more training, please visit our calendar to register for an event.Be sure to subscribe to our blog so you don’t miss next week’s tip – Calculations on Hidden Columns. … [Read more...] about Management Reporter Tips and Tricks – 40. IF THEN ELSE
Management Reporter Tips and Tricks – 39. Long Date Format
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 format on the system.Then, correct way for no day.This tip, and many more, are covered in our Management Reporter training classes held at Boyer & Associates. If you have questions regarding your Management Reporter software or any Dynamics ERP solution, please contact us at any time.Be sure to subscribe to our blog so you don’t miss next week’s tip – IF THEN ELSE. … [Read more...] about Management Reporter Tips and Tricks – 39. Long Date Format
