The latest version of Business Central, version 24 (Released April-May 2024), introduces new features, such as bank reconciliation matching, sales order line processing, inventory item marketing text updates, and company-wide search in Business Central. Another enhancement is the copilot-supported help functions, which provide contextual guidance and assistance for users who need help with specific tasks or features. The copilot can answer questions, provide tips, and suggest actions based on the user's situation and needs. One of the new features that can benefit from the copilot is the inventory item marketing text updates. This feature allows users to update the marketing text for inventory items based on their attributes, such as color, size, or style. The copilot can help users select the appropriate attributes and generate the marketing text automatically, saving time and ensuring consistency. A new feature that can streamline the sales order process is the sales order line processing. This feature allows users to add sales order lines to a sales order based on simple text that could be pasted from a customer's email. The copilot can help users parse the text and match it with the inventory items, quantities, and prices, and then add the sales order lines to the sales order with one click. A new feature in Business Central that can improve the user experience and productivity is the company-wide search. This feature allows users to locate records anywhere in the system based on text input. The copilot can help users refine the search criteria and filter the results by relevance, date, or category. The company-wide search can help users find the information they need quickly and easily. Video walk-throughs for these new features can be found on our YouTube channel. Universal Search https://www.youtube.com/shorts/SwfWUoDe4K8 Marketing Text Generation for Items https://www.youtube.com/shorts/iymMEDR7PO4 Adding Sales Order Lines based on Text Input https://www.youtube.com/shorts/iMJ4g3qIT6Y Listing Pages improvments using CoPilot https://www.youtube.com/shorts/iMJ4g3qIT6Y Online Support (Help) using Copilot https://www.youtube.com/shorts/eFdYe4mPPZc Call us at 855-227-0700 to have CBR Technology help you with your Business Central implementation!

Microsoft will be rolling out the new Version on November 4th 2023. In an executive summary format, what can we look forward to: Reverse a customer and vendor ledger entry with a realized gain or loss entry (GL) Consolidate financial information across environments in multicompany setups (GL) Include approvals for intercompany general journals in your workflows (GL) Make intercompany transactions across Business Central environments (GL, AR, AP) Use General Ledger Allocations to distribute costs and revenue more efficiently (GL) Include only open entries on customer statements (AR) Adjust exchange rates easily, replace the built-in batch job (Multi-Currency) More control over general journal approvals (GL) Use different general ledger accounts for payables, receivables. (AR, AP) Add more columns (fields) to pages for better insight (SY) Availability overview helps you calculate quantities in your warehouse (WMS) Block specific item variants from general, sales and purchasing transactions (IV) Configure how to handle different warehouse operations (WMS) Edit in Excel on item journals and warehouse worksheets (IV, WMS) Identify and track items easier with item references (IV, WMS, SOP, POP) Improved processes for inventory counts and adjustments (IV) Navigate easier between order, receipt, and invoice documents (IV, SOP, POP) Print and scan barcodes for Item with Lot Numbers (IV) Receive more items than ordered by using inventory put-away documents (IV, WMS) Suggest the next step for sales and production orders (MNFG) Sync document and posting dates for sales and purchases (SOP, POP) Use directed pick and put-away suggestions in basic warehouse configurations (WMS) In addition to these application features, the System manager has been updated to allow for new functions, including: Add existing table fields to optimize your pages Get to data search from anywhere in Business Central Show related record details from lookup Distinguish between browser tabs when multitasking Mark fields as read-only when customizing UI Share readable deep links to pages and records Scan barcodes with Business Central mobile app for iOS and Android Search for pages and data in the mobile app Access worksheet pages from mobile phones GREAT STUFF !!!! If you require any assistance with your Business Central system, including custom programming, please contact our team at CBR Technology located in Huntington Beach California. We will be happy to to assist you. This new version will be made available to the general public on November 4th 2023. Call 714-698-4027 and ask for Sales to get started!

For detailed information and assistance with your Business Central implementation, please contact us. Our team is located in the US and our primary business hours are PST. Call us at 855-227-0700 Application In 2022 release wave 2 (Also known as Version 21), Microsofts delivers updates based on the most popular requests for improvement. Microsoft will invest in better reporting and several improvements to the finance and supply chain areas. You can set the Update window for your system in the Business Central Admin Panel. If you are running large ISV add-ons for eCommerce, EDI, and shipping sub-systems, we recommend that you test the new Version in a Sandbox instance before going live. Feature Enabled for public preview General availability Financial reporting replaces account schedules - General Ledger - Major change on how the user interacts with the Financial Statement portion of the system, The previous term Account Schedules has been abandoned. Find posted and non-posted document lines in search - General Ledger - Significant improvement in locating financial transactions in the system as it now includes un-posted transactions as well Better bank reconciliation for checks and improved reporting - Banking - User-Interface modifications make the process more effective Reverse payment reconciliation journal entries - Banking - Major improvement to real-world issues. Allows for the reversal of previously reconciled journal entries Set up data exchange more easily - Banking - Better and improved support for ACH-EFT and positive pay format and layout changes during Data exchange with external financial institutions. Use multiple remit-to addresses for vendors - Accounts Payable, Banking - Major improvement for the payment journal process in Accounts Payable. Allows you to track and select multiple different addresses for Vendors during payment processing Flexible sorting in the Planning Worksheet page - Inventory - Previously, the planning worksheets had very limited options regarding the sorting of rows. Version 21 add many choices to this process to allow users to more efficiently navigate within the worksheets Make entry of variant codes required - Inventory - a MAJOR improvement to allow the selection of an item variant to be mandatory. Previously, it was easy for a user to miss a variant on a transaction even though the item had variants defined. Post item charges for each step of the process - Inventory - Major change to the LANDED COST section of the Inventory management module Track items that are used in projects, including picks - Job Costing, Inventory Service - minor improvements - Service Management Simpler Shopify connection - eCommerce Integration - Additional assistance during the setup and integration to the Shopify eCommerce platform Sync sales orders both ways in Business Central and Sales - Dynamics 365 CRM, Previously this was a uni-directional interface from CRM to BC. It is now bi-directional User experiences Improvements across the portfolio of clients for desktop and mobile devices. FeatureEnabled for public previewGeneral availability Auto-save as you work Experience updated UI elements Switch companies across environments Legacy list views will be hidden Modern Action Bar Search in company data Productive with Microsoft 365 Empower SMBs to work smarter with collaborative experiences, tools, and insights within the flow of work. Configure OneDrive integration Delegated admins can edit in Excel Share to Teams action now includes link preview Access Business Central with your Microsoft 365 license Embed Business Central in Teams tabs Reporting In this release wave, we continue the work we introduced in the previous release wave for Excel layouts. Choose the report layout on request page Use new dedicated APIs for financial reporting

Microsoft Dynamics 365 Business Central (formerly know as Dynamics NAV) has a three steps Fiscal Year End closing procedure. Once the closing procedure has been completed, you may still record new GL transaction into the closed Fiscal Year, however, and Profit & Loss items will cause you to re-close the Fiscal year to retained earnings. For assistance with this process, please feel free to contact our Consulting Team at Tel. (855) 227-0700 or via e-mail at Sales@CBRTechnology.com . Why do I need to Close my Year ? If you fail to close you last Fiscal Year, the system Balance Sheet report wand the Statement of Retained Earnings will be incorrect . Specifically, the Retained Earning Account and the Net Income (Current Year) portion will display a cumulative total for multiple Fiscal Years. Can I undo the Fiscal Year-End Closing ? In the accounting period setup, the close function cannot be undone. However, when you run the "Close Income Statement" routine, the system will simply prepare the proper GL Journal Entry. You still can review this entry and decided to delete it. These special entries are marked with a "C" on the left hand-side of the Date to indicate a CLOSING entry. Once you post this special General Ledger Journal Entry you cannot undo this process. What if my CPA has not completed their Review or Audit Entries yet ? Business Central allows you to execute the Year-End Closing procedures multiple times after additional entries are posted to prior years. Once the CPA complete their work and provide you with final audit adjustments, you simply record them in Business Central and re-close the proepr years. This can even occur over multiple Fiscal Years. Obviously, this would only be an issues if the Audit entries are related to Profit & Loss accounts. Please note that ONCE you post the year-end closing entries in Business Central, this process cannot be reversed. We typically recommend that you prepare a COPY of your production company file. Also, if this is the first time you are completing this process, you might want to test it in your Sandbox copy. If you are using Dimensions in your setup, please make sure to complete the proper section of the “Close Income Statement” wizard in accordance with your setup. Use the Accounting Periods Setup page to CLOSE the Fiscal Year Use the “Close Income Statement” to prepare a GL Journal entry by Dimension (i.a.) Post the General Ledger Journal Batch with the YE Closing Entries after Review Our Consulting Team is ready to assist. Please give us a call at Tel. 855-227-0700 !!! #BusinessCentral #dynamicsbusinesscentral #DynamicsNAV

CBR Technology is a Business Central pure-play Partner is the US. Our entire organization is focused on the implementation and maintenance of the Dynamics 365 Business Central solution. Call us at 855-227-0700 for assistance with your project ! In Version 20, Microsoft has added the ability to create Demand Forecast that is location sensitive. Most of our clients perform item sales forecasts on a monthly basis and requisition accordingly. When you created the forecast, make sure to use quantities inthe Base Unit of Measurenit of Measureit of Measuret of Measure of Measureof Measuref Measure MeasureMeasureeasureasuresureurere If you are using Stockkeeping units, these settings are on the Stockkeeping database, not on the item master. Replenishment System should be set to Purchase Order. Reordering Policy should be set to Order. Under the Item Maintenance, make sure to select the PURCHASE - VENDOR option to select which vendors are valid choices for the given item Make sure you create a valid forecast for the item and location in question When you created the forecast, make sure to use the quantities in the Base Unit of Measure During the requisition Worksheet batch creation, use the Calculate Plan function. Select the proper Planning Period Select the proper Forecast Select the proper Location Filter (i.a.) The routine will built the proper suggestion for the creation of Purchase Orders. The "Carry-out Action Item" option will then create the Purchase Order. The above mentioned setup settings are mission-critical. Call us if you need us ! Tel. 855-227-0700

This article covers multiple new features and it is sorted by MODULE. Included here is everything from system-wide features that are not specific to a certain area of the ERP System to General Ledger, Banking, Accounts Receivable, Accounts Payable, Inventory, Sales Order Processing, Job Costing, and Manufacturing specific features. Please keep scrolling down for more info... For help with your Business Central system, please e-mail us at Sales@CBRTechnology.com or call Tel. 855-227-0700. Version 20 New Features - Released April-May 2022 System-Wide New Features Shopify Connector Multiple Shopify shops connected to the same Business Central Each shop has its own setup, including a collection of products, locations used to calculate inventory, and prices lists. Bi-directional synchronization of items/products Sync images, item variants, barcodes, vendor item numbers, extended texts, and tags. Export item attributes to Shopify. Use selected customer price groups and discounts to define prices exported to Shopify. Decide whether items can be created automatically or to only allow updates to existing products. Synchronization of inventory levels Choose some or all of the available locations in Business Central. Update inventory levels on multiple locations in Shopify. Bi-directional synchronization of customers Smart-map customers by phone and email. Use country-specific templates when creating customers, which helps ensure that tax settings are correct. Import of Orders from Shopify Create customers on-the-fly, or use fixed retail customer to keep customer data in Shopify. Include orders created in other channels, such as Shopify POS or Amazon. Shipping costs, gift cards, tips, shipping and payment methods, transactions, and risk of fraud. Receive payout information from Shopify Payments. Send fulfillment information to Shopify Include item tracking information. Log emails using a shared mailbox and Graph API After setting up a shared mailbox and mail flow rules in Exchange Online and enabling Feature Update: Email logging using the Microsoft Graph API, you can go to the Assisted Setup page and start the Set up email logging guide to setup email logging in Business Central using a shared mailbox and Graph APIs. There are three simple steps in the guide: Confirm you've set up a shared mailbox and mail flow rules for email logging. Enter the shared mailbox to use for email logging and validate the connection. Finish the guide and start logging email interactions between your salespeople and your contacts. Alternatively, you can use Email Logging page to review and validate your setup and view email logging activities. Map to Dataverse option sets such as payment terms, freight terms, and shipping agents without code You can manually map payment terms, freight terms, shipping methods, and shipping agents between Business Central and Microsoft Dataverse. If you enable the Feature Update: Map to option sets in Dataverse without code feature in Feature Management in Business Central, you will no longer need to do code customizations to synchronize payment terms, shipment methods, and freight terms. The feature update will add integration table mappings for payment terms (PAYMENT TERMS), shipment methods (SHIPMENT METHOD), and shipping agents (SHIPPING AGENT). Because payment terms, shipment methods, and shipping agents are handled as standard integration table mappings, you can view which payment terms, shipment methods, and shipping agents are coupled using the Coupled in Dataverse column. You can synchronize payment terms, shipment methods, and shipping agents data by using the Synchronize action, set up or delete coupling by choosing the Coupling, Set up coupling or Delete coupling actions, or do a match-based coupling by choosing the Match-Based Coupling action. Outlook add-in – add email attachments to Business Central records The Outlook add-in now offers the option to copy email attachments to the record displayed in the add-in. For example, the add-in will automatically display the contact record that matches the current email sender, from which you can navigate to that customer's latest sales order. Once you have identified the order that the email relates to, the attachments feature can be used to copy files from the current email to that order. Review and choose some or all of the email attachments to add to the record. After attaching a file, coworkers can instantly download and view the file from the Attachments FactBox in any of their Business Central clients. Or, they can open the file in OneDrive to share and collaborate with their department. The feature is available for any records that use the Attachments FactBox, such as a vendor, customer, purchase invoice, or sales order. Alternatively, purchase invoices can be sent to the incoming documents feature for processing. Share a file through Microsoft OneDrive - Sharepoint To share a report from the Report Inbox or to share an attachment to a record, you can now choose the Share action. This action copies the file from Business Central to OneDrive for Business, then displays the file sharing dialog in Business Central with numerous options. At launch, these options include: Sharing a link to the document with one or more internal or external recipients. Copying a link to the document, so that you can send it using your preferred application. Adjusting whether recipients can view or edit the document. Preventing download of the file. Specifying the people who can use the link, such as only people in your organization with the link. Setup Printers for Web Browser, Teams App, and Mobile App To support your print needs, Business Central offers the following features: Web client: Mobile appApp for TeamsUniversal PrintUniversal Print is a printer management solution available as a cloud service from Microsoft. With this feature, you can set up your printers in Universal Print, then register them for use in Business Central. This feature requires a Universal print subscription and the Universal Print Integration extension Email Print: This feature lets you set up email-enabled printers. Business Central then sends print jobs to a printer using the printer's email address. This feature requires email-enabled printers and the Send to Email Printer extension. Browser printing: Print jobs are handled by the print functionality of the user's browser. If a cloud printer isn't installed and set up, or if an installed printer fails, then the printing will default to the printing options for the browser. The Printer field on the report request page will display (Handled by the browser). General Ledger & Banking Features Ability to check posting errors while you work If your administrator enables Feature: Check documents and journals while you work on the Feature Management page, Business Central will validate the data you enter on documents and journals while you work. If you're just reviewing documents while approving them, this capability may not be of use to you. If that's the case, your admin can turn off the Enable Data Check toggle on the General Ledger Setup page. Prevent the ability to DELETE a General Ledger Account: Finding related documents and entries This is an existing capability of Business Central that you can use to track entries that are generated during the posting of specific transactions. The Find Entries feature has been available on most pages that display posted document or document entries, but now it's also available on all Role Centers. You can easily access the Find Entries feature by using the Ctrl+Alt+Q shortcut key combination anywhere in Business Central. Pages for posted documents and ledger entries, such as the Posted Sales Invoice or Customer Ledger Entries pages, show the general ledger entries related to a specific document or entry, even without using Find Entries page. Deferral Posting You can define periods during which you allow people to post deferrals for specific users on the G/L Setup page, and for users on the User Setup page by entering dates in the Allow Deferral Posting From and Allow Deferral Posting To fields. This lets people post deferral entries in a future period, even though the Allow Posting From/To fields block other entries. For deferral templates, you now have an option to specify Beginning of Next Calendar Year as the starting date. Intercompany Auto-Acceptance of GL Journals New fields in the Intercompany Setup page mean that you can set up the company for automatic creation of received intercompany transactions from intercompany partners, posted through the intercompany general journal. In this release wave, we add a new Intercompany Setup page, and we deprecate the older one. The new feature must be enabled in the Feature Management page. The new Intercompany Setup page has fields to specify where received intercompany journal transactions are created: Default IC Gen. Jnl. Template Default IC Gen. Jnl. Batch The entries are not posted, only created in the journal. BANKING - PAYMENT RECONCILIATION: The payment reconciliation journal has been improved with the following capabilities: View fields for debits and credits on the footer of journals. Preview before posting. You will find the features in the Payment Reconciliation Journal page Bank Account Statement Report on the posted bank reconciliations has been modified so it now shows a more detailed snapshot of the bank information as of the time when the bank reconciliation was posted. New fields, G/L Balance, Outstanding Payments, and Checks, make it easier to validate and audit. Default Bank Accounts You can now set default bank accounts for companies, and for individual currencies, by choosing Use as Default for Currency on the Bank Account page. Create Bank Deposits as Lump Sum Bank deposits let you maintain a transaction record that contains information that can be applied to outstanding invoices and credit memos. By using bank deposits, you can easily view all transactions included in a deposit. Bank deposits also make bank reconciliation easier. These advantages make using deposits instead of general journal entries the preferred approach for registering deposits that cover more than one business transaction. The Bank Deposit page specifies the bank account deposited into, total deposit amount, posting date, document date, dimensions, and currency code, as well as the deposit lines. Deposit lines contain information about the individual deposited items, such as checks from customers, cash sales revenue, or refunds from vendors. This information includes the document date and number, account type and number, and amount. The total of the amounts on the deposit lines must add up to the total amount of the deposit entered on the deposit header before posting the deposit. After you enter information about a deposit and add deposit lines, you must post the deposit to update the relevant ledgers, such as the bank ledger, general ledger, or customer ledger. The details about posted bank deposits are stored for future reference and are available on the Posted Bank Deposits page. Alternatively, you can also access the details when you do bank reconciliations. The Deposit report displays customer and vendor deposits with the original deposit amount, the amount of the deposit that is still open, and the amount applied. The report also shows the total posted deposit amount to reconcile. Find the bank deposits capabilities under Cash Management on the Business Manager and Accountant Role Centers. You can also use Tell Me to search for the Bank Deposits page. Accounts Receivable - Accounts Payable Linking AR and AP, Customer and Vendor Master Records to each other: You can turn a contact company into a customer or vendor by using the Create as Customer or Create as Vendor actions on the Contact Card page. This link is a prerequisite for seeing the Balance as Vendor field on the Customer page and the Balance as Customer field on the Vendor page. The Customer Card page offers the Balance as Vendor field, and the Vendor Card page includes the Balance as Customer field for companies that were created or linked to the same contact company. The Net Customer/Vendor Balances action creates payment journal lines to which the net balances for a customer and vendor are linked. Inventory Management Demand Forecasting: You can define periods during which you allow people to post deferrals for specific users on the G/L Setup page, and for users on the User Setup page by entering dates in the Allow Deferral Posting From and Allow Deferral Posting To fields. This lets people post deferral entries in a future period, even though the Allow Posting From/To fields block other entries. For deferral templates, you now have an option to specify Beginning of Next Calendar Year as the starting date. Default Dimension by LOCATION Dimensions are values that categorize entries so you can track and analyze them on documents, such as sales orders. For example, dimensions can indicate the department or project an entry came from. That can help people avoid making a mistake and having to enter dimension manually on the transaction level if all goods are coming out of a single location and department. You can now set default dimensions for a location on the Location Card page by choosing Location, and then Dimensions. The location's default dimensions are copied to journals and documents when you specify the location on a line, but you can delete or change the dimension on the line if needed. You can require that people specify dimensions for specific locations before they can post an entry. You can also include location dimension values in Default Dimension Priorities and Dimension Combinations for combinations of priority and dimension rules. Sales Order Processing Release and reopen multiple documents The status of documents indicates whether they're open, waiting to be approved, have been invoiced for prepayment, or have been released to the next stage of processing. When you finish working on a batch of documents, you can release all or some of them to the next stage in the process or reopen them for further processing, all in one go. To make it easier to quickly identify documents that are open or released, especially when viewing a list of documents, the Open and Released statuses have different font colors. When you release or reopen multiple documents, a confirmation will show the number of documents that are selected and the number that remain unchanged. Sync sales orders both ways in Business Central and Dynamics 365 Sales CRM You can now synchronize sales orders between Business Central and Dynamics 365 Sales in both directions. For example, if a customer changes their mind about the product or quantity they ordered in Sales, you can automatically process the change to the order in Business Central by archiving the sales document and creating a new one. The same is true for changes in Business Central. For example, when prices, tax amounts, or expected shipment dates change, the changes are automatically synchronized to Sales. That helps keep your sellers up-to-date with the latest changes and the status of quotes and orders. To enable synchronization of sales orders in both directions, choose the Bidirectional Synch of Sales Orders field on either the Dynamics 365 Connection Setup page or in the Set up a connection to Dynamics 365 Sales assisted setup guide. The Integration Table Mappings page contains new mappings for the sales order header and lines. When you set up the initial connection for Sales, you can synchronize active orders between Business Central and Sales by using the Full Synchronization or Match-based coupling actions. Job Costing Module We've added Sell-to and Ship-to field groups to the Jobs page. Existing jobs will be updated automatically, and these new fields will inherit values from the respective fields in the Bill-to group that was already available. Additionally, the Your Reference, External Document No., Payment Terms Code, and Payment Method Code fields are added to jobs and will be respected when you create invoices. Support inventory pick and warehouse pick operations for jobs The warehouse activity of picking items before they are consumed is performed in different ways, depending on how warehouse management features are configured. The complexity can rank from no warehouse features, through basic warehouse configurations for order-by-order handling in one or more activities, to advanced configurations where all warehouse activities are performed in bulk. Start by enabling Feature Update: Enable inventory and warehouse pick from Jobs on the Feature Management page. After you enable the feature, the Create Inventory Pick and Create Warehouse Pick actions are available on the Job Card. To create or register a pick document, use the Put-away/Pick Lines/Movement Lines or Registered Pick Lines actions. You can use the actions under the following conditions: The Status of the job is Open. The Line Type of the job planning line is Budget or Both Budget and Billable. The Type of the job planning line is Item. Require Pick is enabled for the related location. Directed Pick and Put-away is disabled. Report selection for projects Use the in-product Search to open the new Report Selection - Job page. The default configuration will use report 1016 Job Quote, but you can change this default behavior. You can also add reports to the Report Selection - Job page if you want to print more than one report per document type, for example. In this version, you can only specify Job Queue as the value for the Usage field. Manufacturing Module You can select the Fixed Quantity option in the Calculation Formula field on production BOM lines, planning components, and production order components to ensure that the consumption of a component is the same. You can choose from the following values in the Calculation Formula field: Blank: The quantity is not calculated. Length: Quantity = Length * Quantity per Length * Width: Quantity = Length * Width * Quantity per Length * Width * Depth: Quantity = Length * Width * Height * Quantity per Weight: Quantity = Weight * Quantity per Fixed Quantity = Quantity Per In production order components, when the Calculation Formula field is set to Fixed Quantity, the Expected Quantity field value is always equal to the Quantity Per field. The scrap % that is defined on the same line is ignored. Fixed quantity is respected by the Availability by BOM report that will show the item as the bottleneck if the available quantity is less than the quantity in the Quantity Per Parent field. The Able to Make Parent and Able to Make Top Item fields always have blank values regardless of the available quantity. Fixed quantity is respected by the Standard Cost Calculation process. Lot size for the produced item impacts the cost allocated for one item. ERRORS Found in the New Version 20: Error 9011 and Error 9222 when using a custom permission set or a permission group. The default Microsoft Permission Groups and Permission sets will get updated automatically, but if your company uses a custom permission set, the tables 9011 and 9222 have to be added as a READ-ONLY table. Version 19 New Feature Oct 2020 Microsoft regularly updates the Business Central system. Version 19 was released in October 2021. In this blog, we will keep you up to date as to what new features have been added. You can assume that Microsoft also fixed a number of reported bugs in each release. Version 19.1 - Released December 2021 1. Admin Tool - Copying Environments from different types i.e. Sandbox, Production 2. The Operations log in the Business Central admin center provides an overview of the admin operations in the relevant Business Central online environments, such as restoring, renaming, installing, and uninstalling apps, exporting databases, and moving environments between different Azure Active Directory (Azure AD) tenants. 3. Restarting an Instance: In some circumstances, as a troubleshooting step, administrators might have to restart a particular Business Central environment to resume its normal operation. In this release wave, we're adding the option to restart an environment in the Business Central admin center. 4. Support for 2D Barcodes: This release wave adds fonts to generate two-dimensional barcodes in Business Central production and sandbox environments. This means that any custom layouts using the fonts will work. Microsoft has licensed the font packages provided by IDAutomation Inc. Microsoft also has added a new AL module to make it easy for developers to encode strings in the different barcode symbologies that the fonts support. Version 19.2 - Release January 2022 1. Synchronize multiline text fields between Business Central and Dataverse (and Dynamics 365 Sales) 2. AL compiler diagnostic messages include URLs. For further information or any assistance with your Development Effort in Business Central, please contact our implementation team at Sales@CBRTechnology.com .

As CBR Technology Corporation is a certified and authorized Partner for both the Intuit QuickBooks Enterprise and the Microsoft Dynamics 365 Business Central solution, we are often asked what exactly the differences between the solutions are. This article is meant to shed some light on this comparison. The system functionalities are often difficult to evaluate as to the importance of the Client. This document is not meant to portray a specific benefit from one solution to the other, but rather to highlight the factual features differences. The importance of each feature is strictly a function of the system requirements of your organization. Intuit QuickBooks is CLEARLY the most prolific accounting software in the US and is used by many small and mid-size organizations alike. In addition, Intuit has developed an impressive Network of Professionals through the ProAdvisor and Premier Reseller Network. You are hard-pressed to find an Accountant or CPA who is NOT familiar with this solution. In addition, hiring temporary help is typically easier as there is no shortage of Applicants that have used QuickBooks in their past. Most reviews published about Intuit QuickBooks Enterprise identify an extremely ease-to-use accounting system. Most novice users can be trained in a minimal amount of time to transact in this system. Although General Ledger, Accounts Receivable, and Accounts Payable functions are important, we have found that the truly mission-critical features can be found in the other modules of the Solutions discussed. Especially firms that operate in the distribution-wholesale, manufacturing, and service management industries will experience significantly different functionality. What are the specific Software features differences between QuickBooks Enterprise Platinum and Microsoft Dynamics 365 Business Central? Overall System Architecture and Database Considerations

Thank you for joining our Blog. For Professional Services regarding Business Central, please contact us at Sales@CBRTechnology.com . Some pre-requisites for 1099 Processing have to be completed: Navigate to the "1099 Form Boxes" from the MAGNIFICATION GLASS and press the "Update Form Boxes" option from the PROCESS Menu. If you have an older version of the product, this will add the NEC options to the form boxes. Afterward, make sure all Vendors have the proper 1099 Form selection and a Federal TAX ID Number in the Vendor Card Business Central has a Vendor Template feature that will allow you to configure a new Vendor as a default 1099-type automatically. If you failed to set up the Vendor properly, you can update their 1099 status later and update the 1099 transaction after they have been posted. To do that, navigate to the VENDOR LEDGER ENTRIES page and make sure you are seeing the 1099 Amount and 1099 Type columns. You can select the EDIT LIST function to make changes to the INVOICES. Make sure the amount is a negative number (All AP Invoices are credits). WORK DATE: The actual 1099 Report is driven by the WORK DATE in your Business Central system. Make sure to select 12-31-2021 as a work date in your preferences in order to print the report properly. From the GEARBOX in the top right-hand section of the page, select MY SETTINGS The actual 1099 report may show some mis-alignments on section 2 or 3 on the letter-size page. If that is the case, a form layout modification will be necessary. Make sure to check your system for the latest printer drivers and operating system updates as those products can affect the print layout. Please call us if yo need any help ! Tel. 855-227-0700

Business Central in Microsoft Teams Business value Make decisions faster as a team by bringing business data into Microsoft Teams, the hub for collaboration in Microsoft 365. Whether you’re in conversation with coworkers, preparing cross-department financial budgets, or bringing roles together for an important project, the Business Central app for Teams streamlines conversations and allows you to act on your Business Central data without leaving Microsoft Teams. Feature details The new Business Central app for Teams provides two distinct but related features that help streamline conversations and empower users to act on their business data without leaving Microsoft Teams: Paste a link to any Business Central record into Microsoft Teams chat, and it will expand that into a compact card to share with your coworkers. View the full card details in a window inside Microsoft Teams, including FactBoxes and other embedded content such as charts. Edit fields, initiate workflows, and take action from the window without having to switch apps. It’s not about furniture The Business Central app for Teams is designed to work with your customizations and solutions. No matter your role, industry, or geography, you can paste a link to almost any business entity that you work with. The Business Central app for Teams is now generally available We are pleased to announce that the Business Central app for Teams is now out of preview. We thank you for your feedback and engagement when trying out the preview app between October 2020 and January 2021. During this time, we have rolled out a number of fixes and the following improvements: The very first URL that you paste is no longer slow to expand into a card. View card details on Microsoft Teams for iOS and Microsoft Teams for Android, and pop out to the Business Central mobile app to do more with your data. Ability to print reports to cloud-enabled printers from the details window. Functionality in the details window can access device camera and location (as allowed by each Microsoft Teams client). App description on the Microsoft Teams store available in more languages. Addition of extensive documentation for users, administrators, and developers. Visual adjustments to the details window, including removal of the New record system action, and FactBoxes always start out as collapsed. A instructional message is shown when the details window is unable to load due to the browser pop-up blocker. A link to a record on a list page will expand into a card only for simple lists with no corresponding details page in the web client. A link to https://businesscentral.dynamics.com (without significant parameters) will expand into a card helping message recipients get started with Business Central, and includes buttons to sign in to Business Central in the browser, install the Business Central mobile app, and install the Business Central app for Teams. All other Business Central web client links expand into a simple card, including links to reports, tables, queries, list pages or other page types that do not represent single entities. Preview tag removed. To benefit from all of the improvements and fixes: The app for Teams must be version 1.0.3 or later. You must connect to Business Central environments of version 17.3 or later. Compatibility The app is not intended to work with on-premises, hosted or private cloud deployments of Business Central. The only supported deployment type is Business Central online (software as a service). The app is not intended to work with any versions of the Business Central service, platform or business application prior to version 17.0.X.X. For the best experience, your environment should be upgraded to version 17.3 or later. Use recurring journals to allocate balances by dimension values Business value Allocating costs across the different dimensions that you use to track your business is key to getting correct insight on business profitability. To distribute costs correctly over dimensions, you need quality tools that give you control. Feature details To allocate costs based on G/L account balance by dimension, in Recurring General Jorunal, choose BD Balance by Dimension or RBD Reversing Balance by Dimension in the Recurring Method column. Additionally, you can now specify dimension filters by choosing Set Dimension Filters to be used to calculate source G/L account’s balance by dimension from which you want to allocate costs. Call us at Tel. 855-227-0700 for support of customization of your Business Central system ! #BusinessCentral

In prior Version of Business Central, only the primary Dimensions (Dimension 1 and 2) were widely and easily accessible in the system. Although the user could define six additional dimensions, these were only referred to as shortcut dimensions. In this version of Business Central, Microsoft has added the ability to see the additional dimension in key pages, such as the General Ledger entries archive. Additional Dimensions – Business value Because Excel is still the tool of choice for most accountants and finance professionals, it’s important that all dimension attributes are available across application for easy ad hoc analysis in Excel, and for filtering data in Business Central. Feature details You can specify shortcut dimensions on the General Ledger Setup page so that you can filter entries pages, such as general ledger entries, customer or vendor ledger entries, and many others, using the dimension value. For example, if you add Area as a shortcut dimension, you’ll be able to filter general ledger entries by area. To enable this, add a newly created dimension—for example, Area—as a shortcut dimension in the Dimensions FastTab on the General Ledger Setup page. Additionally, you can now export data from these columns to Excel for easy ad hoc analysis of entries, such as general ledger entries, customer or vendor ledger entries, and many others—for example, by creating pivot tables. Handle price list exceptions with Allow Updating Defaults Business value Almost every business has its own approach to pricing its products or services. Therefore, Business Central must provide as much flexibility in defining and updating price lists as possible. Although it’s easy to set prices that follow certain rules, there can be exceptions to those rules. This capability gives greater flexibility in creating and maintaining price list exceptions. Feature details You can now select the Allow Updating Defaults check box on the Sales Price List or Purchase Price List pages to enable users to change the values in columns such as Applies-to Type, Applies-to No., Currency Code, Starting Date, and Ending Date, when they must add an exception to a price list. For example, a company prepares a year-end price list with a starting date in November and an ending date in December for items with high turnover during the holiday season. However, some items on the price list will have a special price only for the last two weeks of December. The sales manager can choose a Starting Date in November and an Ending Date in December on the header of the price list. However, knowing that there are exceptions to this rule, the manager can choose Allow Updating Defaults to allow people to change, for example, the starting and ending dates on the price list lines. This lets the sales manager avoid having to create separate price lists for exceptions. However, if exceptions have a business process that requires a separate price list, the sales manager can also create one for them. For more information, please feel free to contact us at Sales@CBRTechnology.com or by calling Tel. (855) 227-0700. #BusinessCentral

Microsoft has acknowledged a problem with the PREVIEW features of 1099 MISC and 1099 NEC forms in Dynamics 365 Business Central as of 1-26-2020. The problem occurs when you press the PREVIEW button on the 1099 Misc and 1099 NEC forms. Although the majority of the information shows correctly, the actual amounts are showing an incorrect total. To audit your 1099 Amounts for each Vendor, you can navigate to “1099 FORM BOXES” and select the reports menu to choose the “1099 Information Report”. This report will accurately tell you the amounts for each vendor. If you need the edit the transactional details, you can do so in the “Vendor Ledger” and edit the 1099 Form or 1099 amount. In the 1099 Form Box, you can also make a vendor specific adjustment. To fix this issue, simply select to print the 1099 MISC or 1099 NEC form to the printer and select the PDF option. This will generate a PDF file with the correct totals. Call us at 855-227-0700 with any Business Central support questions or e-mail our team at Support@CBRTechnology.com . #1099 #BusinessCentral

Microsoft Dynamics 365 Business Central, Version 17.1 has several new functions and features: Migration Tool from OnPrem Business Central now support Business Central 14, 15, 16 and 17 Migration Tool now support databases up to 80GB, instead of the previous limit of 30GB Switch between Sandbox and Production instances on Mobile Devices Unblock Multi-Factor Authentication (MFA) on a Mobile App In addition to these Environmental changes, the following Business Central changes are part of 17-1 as well. Enhanced E-Mail capabilities: Support for Distribution Groups In addition to Change Log audit capabilities, Microsoft has added the ability to notify system administrators via e-mail about missional critical setup changes to Business Central Extended Price Calculation for selling and purchasing prices have been improved and a single user page which allows the ability to view the pricing setup for a given item has been added Improvement in the creation of Account Schedules based on Account Categories Business 17.0 to 17.1 is considered a small incremental update. The next major Business Central release is scheduled for early 2021. Any questions about Business Central or require any assistance with your implementation ? Please call us at 855-227-0700 or e-mail us at Sales@CBRTechnology.com .