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Word “Tax” with clock on the office workplace. Business concept.

Making Tax Digital – Our Free Webinar

Are you a Microsoft Dynamics NAV /  Business Central user?

Are you ready for the new Making Tax Digital regulations?

If you would like to know how we are assisting our customers please register for our  free webinar – Thursday 10th Jan at 14:00

 

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Day 9 -How to guide – Dynamics NAV – Item Charges

Day 9 of our Christmas campaign. 12 Christmas gifts from TES to you brimming with lots of ‘how to guides’ and ‘tips and tricks’ to help you make the most of your finance system.

 

In NAV there is functionality to recognise Item charges across a number of items on a sales order. Removing the requirement to use GL account transactions for Shipping and insurances. 

The Following Steps Outline how to use Item Charges in Microsoft Dynamics NAV. 

  1. Navigate to the Item Charges Setup CRONUS UK Ltd./ Departments/Financial Management/Inventory/Setupwe1
  2. In this setup we need to define which Item Charges can be used. 
  3. Once these Item Charges have been setup you will now be able to use them as ‘Charge (Item)’we2
  4. There is however one further step to the process where you need to define how this Item charge is spread amongst the items on the Sales order. We do this by clicking the ‘Line’ Button and selecting ‘Item Charge Assignment’. we5
  5. This will open the ‘Item Charge Assignment’ Worksheet which will outline any unassigned item charges.we6
  6. We then simply click the ‘Suggest Item Charge assignment’ Button in the ribbon.we7
  7. You will be then asked if you wish to split the Item charge across the items equally or by amount. Once you have selected click ‘OK’.  
  8.  Then click ‘ok’ at the bottom of the worksheet and you will be able to process the order as you would usually but item charges will be posted to your defined accounts specified by you General posting setup.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

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Day 7 – New, Improved, Simpler General Journaling

New, Improved, Simpler General Journaling

Creating general journals within business central has now become much simpler process for the end user. Even if you are greatly experienced or brand new to NAV the pain of seeing the below error message may be a thing of the past!

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There is now the option to view/create general journals by document, elevating the need to check that all lines conform to the posting rules of document number and posting date are balanced.

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The new general journal screen has now changed to give a much simpler interface giving the option to add lines per document, meaning no more checking on document number or posting date.
The new page navigate features mean you can add more documents as/if required.

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This new interface on the general journal page will reduce time spend validating the lines on a general journal, causing less mistakes to be made and end user time spent using this new and improved feature.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

Day 6

Day 6 – How to guide – Suggest Accounts When Configuring Posting Setup – NAV 2018

Day 6 of our TES Christmas tips and tricks! We are half way through already, we hope you are learning some useful shortcuts.

Christmas is coming fast this year and everything is very festive in TES HQ. Here is your Day 6 tip!

When configuring new Posting Setup within Dynamics NAV 2018, a new smart algorithm has been added into the application. The algorithm will analyse the existing posting setup and suggest the General Ledger Accounts it believes you should be using, by checking similar posting setup where possible. If you do not agree with the suggested accounts, you can overwrite the suggestion manually.

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The Suggest Accounts function can be used on Posting Setup such as:

  • VAT Posting Setup
  • General Posting Setup

NAV2018 – Image Analyser

Dynamics NAV 2018 now includes an Image Analytics extension, known as the Image Analyser. This extension analysis an image and builds a set of characteristics for the image, based on the results of the analysis.

The Image Analyser within Dynamics NAV 2018 can analyse all elements of an image. For example, analysing elements within a Contacts Image, to define attributes such as the following:

  • Gender
  • Age

Alternatively, if analysing an image of an object, then the following example elements could be identified:

  • Item Type
  • Colour

Examples of the image analyser can be seen below.

When importing images into a Contact for example, the Image Analyser will read the elements of the image and then create Profile Questionnaire Answers according to the image analysis results.

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When importing an image to an Item, this image analyser will then analyse the elements and create the results of the analysis as Item Attributes.

The Image Analyzer Attributes page displays the detected attributes, the confidence level of the attribute that has been analysed, and other details about the attribute. Use the Action to perform options to specify what to do with the attribute.

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Please note, the image analyser has a set of requirements for images, which can be found below:

  • Image formats: JPEG, PNG, GIF, BMP
  • Maximum file size: Less than 4 MB
  • Image dimensions: Greater than 50 x 50 pixels

Additionally, it is worth nothing the number of analysing tasks you can do in a given period is capped and based on your agreement to use the functionality.

If you would like to discuss anything Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

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Day 5 of our Christmas tips and tricks! Dynamics 365 Business Central Keyboard Shortcuts

Today’s Christmas tip is

Please see below for a list of shortcuts available in Dynamics 365 Business Central.

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Keyboard Shortcuts to improve overall search capability in Dynamics 365 Business Central

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Keyboard Shortcuts in Lists within Dynamics 365 Business Central

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TES top Christmas tips will resume on monday!

If you would like to discuss how we can help your organisaion increase efficiency please do not hesitate to contact us on  0345 257 1173 or enquiries@totalenterprisesolutions.co.uk 

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Customising in ‘My Settings’ in Business Central

You can find my settings in the settings menu on the App Bar on the top of Business Central client.

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If you click here, then you get access to my settings.  And here you can find some very important features which allow you to customise your business central experience. For example, you can select which the Role Centre to use, select the company you’re working in and can verify the work date that you’re working in.

As Business Central is a multi-language solution you can also specify which language. So that people working in different languages can all work in the same system.  Further to this there are some regional settings such as language and time zone.

And finally, you can also change your notifications in the system

Here is a screenshot of what ‘My Settings’ looks like in Business Central:

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To change the Role Centre in my settings, clicking the drop-down button next to this field a list of which Role Centres are available for you.

 

 

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As soon as you confirm this with clicking OK you will see that the Role Centre will change without having to close the application, this is instant, once the new role centre has loaded the content displayed is totally different to previously. This feature allows you to tailor the user experience for different Job roles within the business.

Below is an example of the range of different role centres available is business central.

Sales order processor RC:

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If you’d like to talk to us about how we can help you. Please give us a call on 01345 257 1173 or drop us an email on enquiries@totalenterprisesolutions.co.uk 

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Today’s Christmas Tip – Adding a Field to a page in Dynamics NAV Business Central !

In business central the environment looks different to the usual NAV client many people have become used to seeing, this doesn’t mean you’re not able to add fields as you have done previously.

To do this you will need to open the ‘Personalisation’ mode within the business central application, the way to do this is navigate to the ‘Settings’ button in the business central ribbon.

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Once you have hovered over the cogs icon a dropdown list will appear with three options, to personalise the page you will need to select the ‘Personalise’ option.

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You will know you have entered the ‘Personalisation Mode’ as a drop down will appear at the top of your business central application.

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You can then navigate to the list/page you wish to add a field to

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Once you have navigated to the page it will look as follows.

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To add a field to the list you will need to select the ‘More’ option located in the ‘Personalisation Mode’ dropdown.

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A new box will appear under the ‘Dynamics 365’ icon with a ‘+ Field’ option which you will need to select.

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Once you have selected ‘Add’ you will then see a new box appear of the right-hand side with a list of fields you can add to your page.

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To find the field you want you can scroll through the list or use the search functionality provided.

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To add a field all you need to do is click the field on the right hand side and drag this to the desired place within the list your personalising.

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Once have added all of the fields you would like you just need to confirm the changes by clicking the ‘Done’ button at the top right of the business central page.

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Check back tomorrow for another Christmas tip!

If you’d like to talk to us about how we can help you. Please give us a call on 01345 257 1173

or drop us an email on enquiries@totalenterprisesolutions.co.uk 

 

 

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TES Customer Day 2018

Thank you to everyone who attended the TES 2018 Customer Day at No 11 Cavendish Square. We have received lots of good feedback. It was a very successful day.

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If you would like to discuss anything further please contact us on enquiries@totalenterprisesolutions.co.uk 

There are still some place available on our Jet Budgets Webinar: 

Please register for Jet Budgets Webinar Co-Hosted by Total Enterprise Solutions on Dec 6, 2018 4:00 PM GMT at:

https://attendee.gotowebinar.com/register/6477235488768097025

Please join our 30 minute webinar discussing the six most common issues Dynamics users face when planning and re-forecasting fiscal budgets. During the session we will show you how Jet Budgets tackles each of these issues all while retaining the option to use your favourite budgeting product, Microsoft Excel. The top six issues are:

Wasted Time
Inconsistent Manual Data Entry
Lack of Transparency
Data Consolidation
Merging Budgets to Actuals
Template Inflexibility

As part of signing up for this webinar your organisation is automatically qualified for our special Jet Budgets discount valid until December 23rd, 2018. Please contact your Jet Global reseller for a formal quote.

After registering, you will receive a confirmation email containing information about joining the webinar.

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Directions EMEA 2018 with TES!

Directions EMEA 2018 did not disappoint. Some of our team went along to find out all of the latest exciting updates coming for Microsoft Dynamics NAV, and the newly released Microsoft Dynamics Business Central. If you’re coming to the TES 2018 customer day you will hear about all of the innovative features, and benefits of Business Central.

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The Microsoft Dynamics NAV we know and love has had it’s annual upgrade, and enhancements to ensure it remains a market leading product. Equipping it’s users with the latest technology.

The platform has been evolving for over a decade and has stood the test of time with TES and customers alike. Millions of people every year adopt NAV, and Business Central will continue to be reliable, forward thinking and… central to your business!paul at directions

TES had one of the largest attendees  to the event to ensure we covered all angles with the latest release. The management team was spread across the business covering strategic, technical, operational and sales.

Lots of information came out of Directions, however, a few key points to note:

  • TES will continue to support all versions of NAV. If you would like to discuss TES becoming your partner please drop us an email enquiries@totalenterprisesolutions.co.uk
  • Microsoft Dynamics Business Central has an exciting cutting edge future and you will not be disappointed with an upgrade.
  • It offers complete integration of the Microsoft stack we all rely upon. Yes, Outlook, Office, Power Apps, etc,  all of the Microsoft stack integrates with Business Central seamlessly.
  • During the conference it was announced by HMRC, Microsoft are accredited for making tax digital
  • In the new release of NAV, Business Central we are seeing the first applications of Machine Learning and AI providing business insights!

In recognition of TES’s recent progress and achievements our Managing Director, Paul Faulkner was asked to take the stage in a Q&A panel.

 

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If you would like to talk to TES regarding NAV or Microsoft Dynamics Business Central drop us an email on enquiries@totalenterprisesolutions.co.uk

or call us on 0345 257 1173

jet global

Meet the new Jet Global!

Jet Reports, developers of the most widely used reporting and analytics solutions for Microsoft Dynamics ERP, announces that effective today, their new corporate brand name will be Jet Global Data Technologies.

The upgrade in branding comes during a time of rapid change for both Jet Reports and the ERP market as a whole.

“The speed of development in technology isn’t slowing down,” says Joe Little, CEO of the new Jet Global. “as Microsoft pushes technology advancements, we push along with them. With the launch of Dynamics 365 and our continued jump into the cloud, it was clear that our product lineup went far beyond reporting. For years, we’ve helped people with their analytics, data management, and report portability, but that message was increasingly lost as we grew beyond our core reporting focus. Moreover, with the introduction of our new Jet Budgets product, we thought the time for re-invention was now.”

The Jet Reports name isn’t going away entirely, however.
The 219,150 users of Jet Reports will experience the same level of service and even more features and functionality now than ever before, and there will be no significant changes to the way Jet Global conducts business with its global partners and customers. Products are being enhanced and reimagined, and while there is no main product sunsetting on the horizon, a new product lineup is being rolled out to coincide with the rebranding.

Previous: Jet Reports Products                                                Now Jet Global Products 

Jet Professional                                                                                        Jet Reports

Jet Enterprise                                                                                           Jet Analytics

Jet Express for Excel                                                                               Jet Basics

The Jet Web Portal                                                                                   Jet Hub

(New)                                                                                                           Jet Budgets

 

“The market may have been stagnant around us for a few years because our products work so well, they almost forget we’re here,” says George Brown, VP of Sales and Marketing for Jet Global. “We started to look at who we are and what we want to do for our customers and realized that the Jet Reports name was selling our mission short. Our mission has always been to help customers access their data to make decisions that drive better business outcomes, and we do that with more than reporting. The rebrand was a huge undertaking for the entire team here, and we really considered what we wanted it to say about us. We realized that we love the Jet moniker, but felt limited by the reports component from a core delivery perspective. With the new Jet Global branding, we’re best able to help people understand how we can help them with total data access.”
Jet Global hopes the new company name and product branding will help more customers realize their data potential sooner and have a clearer understanding of how to make their Microsoft Dynamics ERP data work for them.
After 16 years of delivering unparalleled access to data through fast and flexible reporting and business analytics solutions that are cost-effective, provide rapid time-to-value, and are built specifically for the needs of Microsoft Dynamics ERP users, Jet Reports officially becomes Jet Global. With a renewed focus on the end-user, Jet Global promises to usher in the era of total data access on a global scale.

Jet Global will be at the TES Customer Day 2018! Confirm your place now if you haven’t already as we are nearly full.

If you would like to know more drop us an e-mail on enquiries@totalenterprisesolutions.co.uk or call us on 0345 257 1173