Hello everyone, this is Ben over at ERP Connect, and in this video, I'm going to show you some of the new changes that have been made in version 25 when it comes to AppSource for Microsoft Dynamics 365 Business Central. If you're still on version 24, I will link a video in the top right here that will show you the old way of doing things, which in my opinion was a little bit more user-friendly, especially for all the partners and admins out there. But today, we're going to deal with the hand that we are dealt and show you how to do things in v25 as well as moving forward. I should also mention that the first half of this video will focus on a day in the life of an end user, which also has changed a little bit. Previously, whether you're an end user or a partner logging in with GAP, which stands for Granular Delegated Admin Privileges, this did not matter. However, that is no longer the case, and in the second half of this video, we are going to focus on a day in the life of the delegated admin. So without further ado, let's go over to Business Central and get started. As I mentioned, we will look at this first from the lens of an end user. For all you end users out there, you can come into Business Central as you normally would. Come up to the search and search for extension management. This will take you to the installed extensions list that you probably recognize from some of the previous versions to see what you have installed. This is still a great place to start. From here, you can see which apps are Global apps-think of AppSource downloads for the globals-versus PTE apps-think of those as custom devs from your internal team or from your partner. Now, if you're ready to grab a new app from AppSource, like our free Health Check app as an example, you would come up to what is now known as the AppSource Gallery. This AppSource Gallery will give you a list alphabetically of every app that is now in AppSource. So instead of directly launching AppSource like you used to do, you will now launch this page. Here, you can search for the app in question. In this case, I will search for our Health Check app. Looks like there are a few options, so I'm going to look at which ones have the most views and the highest ratings, and I'm going to go ahead and click on this. Here, from here, this is going to take you to another overview screen. At this point, I can view more details in AppSource, which I will do so by clicking this button right here. This will open up a screen that you probably already know and love, and it's going to give you all of the details, documentation, videos, and show all the reviews folks have left on this application. For some reason, both of these buttons currently take you out to AppSource. So if I come in here and go to install from AppSource, it will actually already do the same thing there. In this case, I can now click get it now. That would be the case if it's a free app; it'll say free trial if it's a paid app. In this case, we're just going to go ahead and click on this and start the download. If it says contact me, you will need to contact the publisher in order to gain access to that application. So at this point, we click get it now. This is going to take you through the process you may have seen in the past. It's going to ask you which environment you want to download into. I'm going to select version 25 sandbox in this case, click install, and now you are off to the races. So let's go ahead and click install here, and it should spin here for a little bit and then download. But that is basically the full end-to-end process when finding and downloading applications from Business Central. You can always come out directly to AppSource if you want the old search experience. So I can come out here. In order to do that, you can click download directly from AppSource. It will start to download into your environment directly, but if you are in Business Central, you'll need to do it the way that I showed. So if I come back here, we'll just give it a few seconds, and then we'll be able to see that our app is installed and ready to use, which will be some great news for us. For any end users out there, this is where the journey ends. For partners, we are just getting started, and after this downloads, I will show you how to do that in another environment. Here, all right, so our app is installed and ready to use. Like I said, at this point, from an end user experience, you click okay. There might be some additional permissions that you have to set up and additional setups for the ISV, depending on which it is. But at this point, the app has now been successfully downloaded from AppSource. So at this point, let's jump over to the partner's perspective. All right, so I'm going to hop over to an environment that I don't own, but I am a delegated admin in, and I'm going to try those same steps. Right, so I'm already in extension management. Let's go to that AppSource Gallery. Let's search for that Health Check again here, and here it is. We're going to click this. We are going to install it from AppSource, and if I click get it now, it's going to think for a second. But we notice that all of the environments here are the same environments that we had before. That's because it's trying to download into my Erp Connect environment rather than the client's environment. This is one of the biggest changes that you'll see, especially as a partner going forward. This is because the new AppSource experience in BC was completely rewritten, and the old embedded AppSource experience was deprecated by the AppSource team, which is different than the BC team over at Microsoft, and it's not using the standard APIs like it used to. So at the moment, GDAP cannot install apps due to the limits in the APIs, but have no fear, a workaround is here. While I know a workaround is not what everyone wants to hear necessarily, it is what we have available to us right now. So let's go ahead and get into it. So I'm going to click out of here, and I will paste this in the video's description. But what you'll want to do first is copy and paste the following URL into your browser. So let's go ahead and copy this all the way through to the 2503, and we'll take that and we will paste it into our browser here. Also, big shout out to David Keno over at Endeavor Solutions for showing me some of these tips and tricks. Shortly after expressing some of my frustrations on LinkedIn, he gave me a quick call, and one of the main reasons that I love Business Central and the community here is that everyone always seems to be willing to help. So again, thank you, David, for walking through this together today. But let's jump into it. So we're going to want to copy that URL here, and I'm going to replace two things. As we can see in the Word document here, the tenant and the app ID are the two things I'm going to need to replace in order to download this directly. To find that ID, typically it's going to be right here in your URL. This is one place that you can find it. Another place is in Admin Center. So again, it's going to be in your URL up here, and I'm going to simply come in and change the tenant here to what we just saw in that link. The app ID, that one's a little bit more tricky. So let's come over here and let's go to Health Check, and the app ID is going to be right after this period, the E through the BA. So any app that you go on, you can find the app ID up here in the URL. Again, we're getting heavy into the workaround here, but let's go ahead and take the app ID here and plug it in and click enter. Now, you will notice there's probably some spaces up in the URL. Make sure you leave those spaces. I made the mistake of taking those spaces out the first time. I know it looks weird having spaces in your URL, but literally only update the highlighted areas that I showed you. Do not update those spaces; leave those in. But what do you see now? We went from the eight environments that we saw before, and now we only see the four. We're in the client's environment now, right? And I can select the sandbox and click install. The beautiful thing about this is that it's now going to install it directly into my environment versus what we saw before of constantly trying to install it to the Erp Connect environment. It's going directly into the client's environment. So let's click install, and it'll spin like it does before. At this point here on out, it's going to work just like it used to. So we've got the information, we plug in the URL, we click enter, it's going to go through all the prompts, which environment do you want to go into, and you know what happens now. It's now going to download into the client's environment that we have listed instead of your own. Pure magic that we're seeing through that workaround. After this has been completed, you should be good to go on with your day, be able to download apps into your client's environment even if you're logging in as a partner without a paid license on that client's domain. So we'll give this another second to download the Health Check. Again, you need to add any permissions or anything else the ISV has mentioned to you after downloading these apps. But really appreciate everybody coming to join today and check this out. Our app is now installed and ready to use. For more information on how you can optimize Business Central through our suite of 30+ Applications please feel free to check out our website and do not forget to subscribe to our KZbin channel here to stay up to date with all of our latest updates and we look forward to working with everybody soon.

What if I changed some lines in the exported excel and reimport the excel to the system? Will the system recognize the data I changed? For example, I have item A,B,C and specification for each line. What if I changed the line location from item C, A,B, and specification is not changed. Will the system be able to track the record I put for each line?

Hello everyone, this is Ben over at ERP Connect, and in the next 5 minutes, we're going to show you how to analyze key change log tracking data in our FREE Health Check App so that you can run regular health checks on your Business Central environment on demand. This is our final video in our health check video series, and we really appreciate you tuning in. If you have not yet set up the health check and watched our video, I would highly recommend doing that first as a prerequisite, and then you'll be ready to jump into the session here. So once you've done so, come out to the dashboard here, and you're ready to look at our first change log metric over here to the left. Now, I will note that you have to have the out-of-box change log tracking or field monitoring features turned on for this piece to work. The records you see over here on the left are being triggered from one or the other, and the main difference between the two is that field monitoring is more proactive and will actually email you when the data you are tracking changes, whereas the change logs are going to be more reactive, where as things are changing, they'll simply show up in this dashboard for you to check down the road. If you've not set this up, again, you will need to in order to be successful with this dashboard. One example we always like to use is our vendor bank account and routing number, as typically this can be a good fraud indicator. Once you set this up, any changes that are triggered by what you are now tracking will show up here in this easy-to-view grid. Not only will it show you when the data changed and who changed it, but it will also show you the previous value and what the current value is. For anyone looking to track changes in the system on key fields, this is going to be a game-changer. However, you do not want to bog the system down by tracking too much data, so we would not recommend checking all fields in the change log setup. Again, these are all out-of-box settings. But if now we look at our data, like I mentioned, we can look at a vendor bank account or just a regular bank account. We can see who changed it, the user in the system, when they changed it, what record they're changing, right? So what vendor record or what bank account record. And if I scroll a bit more over here to the left, it'll tell us what field was changed. Was it a modification? Was it a delete? Was it an insert? What was the old value, and what was the new value over here? So if, again, you're looking to track who's changing things, what the old value was, and what the new value was, this can be a game-changer. The next thing I talked about is not tracking too much data, not only from an all-fields perspective but also from a retention policy perspective. So let's take a look over here at the right on our retention policy warnings on our change log health check. This will show you the table IDs on which you have retention policies, as well as if they are currently enabled and how often that data is cleared out. As you can see here, there's still some more work to be done as we only have two of these enabled, and of the two, only one has a retention policy. In order to not slow your system down, we would recommend putting retention policies in place that ensure your data is only being kept for a period of time or duration that is absolutely necessarily required. So of the two that are enabled, let's take a look at this one, 5395, that's enabled and has a retention policy. So this one, in my opinion, would be good to go as we can see we have it enabled, applying to all of the records, and that retention policy here, if we drill into it and show the details, we can have different periods of time for different data that we're tracking. And if I show the details again, this would just be part of the out-of-box setup where you set up the code, the description, and then some of the retention settings here as to how long you want to keep that data. So again, for this one, it's only going to keep data for the past week as indicated by the minus 1W or minus one week. So at this point, you've run through the full change log health check and concluded the multi-video series on our health check application. You can go back and review these videos on demand at any point in time, and we really do appreciate you tuning in. Just like some of the examples we shared before, whether it be taking your car in for an oil change, getting your annual physical, or just making sure you're getting that routine dental cleaning, your Business Central health check is going to be just as important. We would recommend running this alongside your month-end close process and adding it to your month-end close checklist, as fixing problems proactively is much less time-consuming and much easier to fix rather than after it's too late. If you do need any recommendations on who to work with to optimize your system, we'd be more than happy to help, but we always recommend starting with your partner. We really appreciate you tuning in again and hope that you have much success in your future health check endeavors. And as always, we appreciate your dedication to optimizing the user experience within D365 Business Central.

Transcript Below: Hello everyone, this is Ben over at ERP Connect, and in the next 5 minutes, we're going to show you how to analyze key system data in our FREE Health Check App so that you can run regular health checks on your Business Central environment on demand. If you have not yet set up the application, we would highly recommend doing so. We've got a video, the first in our series, that shows you how to walk through all of this, and we would consider that a prerequisite to be successful with the dashboard. So go ahead and review that first, and once completed, you'll want to jump directly into the health check dashboard here to start analyzing some of your system indicators. The first thing we're going to look at over here on the left is our user tracking data. This will quickly indicate the users that you have in Business Central and if they have logged in. If so, it will also show when the last time they logged in was. This can be great for ensuring that people who say that they're logging in and testing things, maybe during a UAT phase, are actually doing so, or just your day-to-day employees to ensure that they're logging in when they say they are. Additionally, it will also quickly indicate which user license they are currently allocated. So if this doesn't look correct, you may want to go ahead and run that update from Microsoft 365 function that can be found in the user page. Finally, it will also show the type of user that they are, whether they're a full user, an application user, or an external user, and this can also help further delineate who has access to your system. So again, if I just look at this, we can see that I logged in today at 7:13 a.m., and I'm currently logged in. We can also see some other users that are logged in here in the past, so maybe we need to kill their session, or maybe they don't work here anymore. We can also see the license level. I'm an internal administrator plus I have a Dynamics 365 Essentials license, and I am also a full user. We also have things like Clockify, where that's going to be an application user. It's not an actual login, whereas we can have internal administrators versus folks that have a team member license maybe or others that have a full-blown Essentials license. So use this to again analyze who's logged in, when they've logged in, what license type they have, and what license or administrator role they're currently assigned. The next thing we're going to look at over here is our job queue warnings. This is one of my personal favorites. This can be helpful as we are definitely going to want to know if job queues are failing as that means they are not running. We also have some additional functionality where you can actually get an email when they fail in real-time so that you don't necessarily have to just check this every day. You can be real-time notified. But this again, from a dashboard perspective, is a great way to see things that have failed and that need your attention. For example, one we saw recently was someone's currencies that were not updating. This can obviously cause a lot of downstream issues when it comes to currency valuations and gain/loss reconciliations and things like that. So in this case, that's something that we would have wanted to resolve immediately, and that email would have been very useful. You can do so then by navigating to the job queue entries, reviewing the issues from the email, restarting that, or rescheduling that job queue that needs attention, and then you should be good to go. The other thing we will point out is if you scroll over to the right here, it will also show you the last run date and time as well as the error message that is currently displayed on that job queue. So just two additional pieces of information that can be helpful when trying to further analyze why this job queue is failing. We just talked about currencies, and speaking of, the last piece that we're going to look at over here on the right is our currency exchange rate last updated warning. This is important as you want to make sure exchange rates are being updated regularly. If you are not doing this currently, please feel free to follow up, and I can send some instructions on how to automatically update rates on a daily basis. What this is going to quickly show is the last time rates were manually adjusted, what the last exchange rate date you have in the system is, and what the rate that's currently being used is. In this case, we can see that although there is a Canadian rate identified, it has not been updated in almost 9 months. Additionally, the Euro and the Peso are set up; however, they've never been assigned rates or updated. Likely, you're not using these rates at all and may not be needed, but if that is not the case, this is definitely something that you'd want to look into ASAP. At this point, you have run through the full setup tab of the health check. We do recommend running this on a regular basis, and many of our clients do include this exercise as part of their month-end close checklist. By utilizing this health check, you can see here that in just a few minutes, we ran through all of your key system indicators. Be sure to tune in to the final video of our series to analyze some of our change log tracking data. We look forward to seeing you there.

Transcript Below: Hello everyone, this is Ben over at ERP Connect, and in the next 5 minutes, we're going to show you how to analyze key inventory data in our Free Health Check App so that you can run regular health checks on your Business Central environment on demand. If you have not yet set up the application, we would highly recommend doing so and checking out the first video in our series as it will serve as a prerequisite to be successful with the dashboard. Once you've had a chance to review that, you're ready to jump right into the health check dashboard, and in this video, we're going to be taking a look at our inventory data for our health check. The first thing that you'll see over here on the left is our negative inventory warnings. This one is pretty self-explanatory and will give you a quick list of any items you currently have a negative quantity on hand for. If that's the case, don't worry, you likely just have that prevent negative inventory warning in the inventory setup turned off. But after we fix the issues that we find here today, you can simply prevent this from happening again in the future by toggling this on. This is a setup we typically recommend as it will help optimize how you're managing inventory and prevent your organization from selling inventory that you currently do not have in stock, which, as you can imagine, can lead to some not-so-happy customers when you can't deliver in a timely manner, especially with today's rising lead times that we've seen over the past few years. So before jumping into this inventory valuation and statistics, let's just review a few of the fields that we see here. So one, of course, we have our inventory item number. You can click into that, and it will drill down. You can also see the description. The quantity on hand, obviously, is the most important piece here that we see. So we can see that this one has 8671. We can see their base unit of measure, the unit price, the unit cost, the primary vendor number, as well as the item number for that vendor. So again, just a quick glimpse into here into some indicators of things that you probably want to look into. And then after you've been able to fix these, you can turn that flag that we talked about earlier off. So again, only two things here, but that first is the negative inventory warnings. The next is going to be this grid we see over here to the right for our inventory value and statistics. Now, what this is going to show first is all of the items that we currently have in the system. You can quickly see their item number, their description, their item category, general product posting group, some key setup fields, right? So I'm going to just sort this, and we can now see that we've got some missing descriptions, we've got some missing item categories, some missing general product posting groups. So again, just like everything else, some indicators to show you, hey, you might want to go into item 1034 and set up all the other information because it's all blank right now, right? You might want to set up these item category codes. You might want to review general product posting groups to ensure these are the right general product posting groups because that's going to have a huge key factor on where everything gets posted to from a general ledger standpoint, right? As we scroll more over to the left here, we can see some more numbers or statistics, right? So we see how many currently are on sales orders, how many are currently on purchase orders, right? So right now, if we look at our quantity on hand here, we've got 291. Quantity on hand here, we've got 138 on sales orders, and we've got 43 on purchase orders. So kind of conceptually, does that make sense or not? We have 873 in our day supply. So again, based on our average daily sales over here, which is 3 units per day, you know, we're good for the next 873 days according to Business Central. So looking at that all qualitatively as well, you can start to compare some of your supply-demand factors to, you know, do we really need to buy 43 of these right now based on those metrics? Lead time calculation, we're going to demo instance here, so that one looks a little funky, but it's a great health check indicator, right? Negative 171 days is unrealistic, so I would want to dig into that to see why we're getting that statistic because now our days supply lead time ratio is negative, which doesn't make a whole lot of sense. But if we scroll over here, we can see our inventory value. So currently, we have $241,000 in inventory of this item 1017. I think that was a Microsoft Surface, yep. And then we've got similar in 1018, our MacBook Air. We've got $226,000 in stock. We can see the unit cost, we can see the unit price. So again, unit cost and unit price here make sense, but on this one, we don't have a price defined, which, you know, could lead to salespeople updating the price or, you know, somebody coming in there and not knowing what the price is, so they plug something, and then your profitability can get a little bit out of whack. We look over here at our sales dollars, our sales quantities, as well as our purchase dollars and purchase quantities, just some more statistics around these inventory items. Did not mention this earlier, but you can see some hyperlinks here. You can drill into all that, and it will bring up those entries. And then the final piece we have here is our primary vendor number, similar to what we saw over here on the negative inventory warnings. So again, just a reference point, but as you can see at this point, this is a great starting point to analyze all of your inventory in the system and call out any health check indicators. So again, at this point, you've basically run through the full inventory tab of the health check, and we do recommend running this on a regular basis as many of our clients do and include it as part of their month-end close and month-end checklist. So by realizing this health check, you can see here that in just a few minutes, you're able to run through all of your key inventory indicators in one spot. I like to compare it to taking your car in every 6 months for an oil change or a tire rotation. You know you're going to do this regularly to make sure that your car is running efficiently, but if there are any indicators that you do need help looking further into, we can always recommend that mechanic, you know, to take a deeper look under the hood just like you would with your car. So be sure to tune in to the next video. We're going to be analyzing more of our data, specifically with our system setups, and we look forward to seeing you over there.

Transcript Below: Hello everyone, this is Ben over at ERP Connect, and in the next 5 minutes, we’re going to show you how to analyze key setup data in our Free Health Check App so that you can run regular health checks on your Business Central environment on demand. If you’ve not set up the application yet, we highly recommend checking out the first video in our series on getting this set up. It will be a key prerequisite to ensure the app works optimally as we go through the rest of our analysis video. So without further ado, let’s take a look at the posting group setups. These setups will show the combination of all currently set up General business posting groups and general product posting groups, as well as show if the combination exists or not. In the below case, we can see that there’s no setup pertaining to a blank General business posting group with the product posting group of product indicated by this checkbox right here. Additionally, it’s going to show for the ones that are set up if the key accounts are set up as well. When looking at this, we’re looking at things like our sales account as well as our sales credit memo account, our purchase and purchase credit memo accounts, our cost of goods sold accounts, and our direct cost applied accounts. If I scroll a little bit to the right over here, of course, there are more fields included in the general posting setup, as you know, that you may want to check, but for our simplicity, we recommend starting out with these as a minimum. When posting to sales and purchasing documents, the general business posting group is going to be assigned to those customers and vendors, and the general product posting group is going to be assigned to your items and resources. So without having these accounts populated, you could run into some significant posting errors when creating and posting those documents. So that’s it for this. The next metric we’re going to look at over here is our posting range setups. These are key because they drive who can post to certain date ranges. You want to ensure these are locked down to only periods you intend users to post into to avoid errant posting to closed or past periods, as well as future periods that should not be posted into yet. It includes both posting and deferral date ranges. As you can see here, the first selection pertains to the setups found in the general ledger setup. These serve as the overall system dates. If you do not have the user setup dates that we’ll talk about next defined below, all users will inherit these settings. In this case, all users not defined below would be able to post to any date in 2024. Seeing that it is currently November as I record this video, you likely don’t want all users posting to dates in the past and would generally recommend that you allow the posting to be between 1/1/2024 and 11/30/2024 rather than allowing all past dates in 2024 to be open as well as next month. Furthermore, below the general ledger setup settings, we also have the individual date settings that can be found in the user setup. These settings override the above if the users are listed here, and similar rules would apply. In this case, I can post to any date after January 1st, 2024, as well as any deferral date in the future or in the past. Since these are blank, this probably needs to be locked down as well. For Carly, her posting setup looks great, and she can only post to this month, but we may want to push her deferrals out a bit further because they’re locked down to just this month. Next, looking at Grant’s setup, he can post to July, August, September, October, and the current month of November, which we probably also want to narrow down a bit further. Overall, these setups are key to ensuring users can post to the correct dates and should be reviewed regularly. This is something else that we would highly recommend you look at at each month-end close. Next, we have our closed accounting periods down in the bottom left-hand side. These indicate which periods have been closed. In my case, only 2021 has been closed. These settings can be found by searching for accounting periods. This would indicate that we likely have not closed and rolled profit and loss accounts to retained earnings for 2022 or 2023. This is another great indicator to review and ensure periods are being closed out in a timely manner and that you’re rolling your income and expenses to retained earnings at the end of each year. Similar to the past periods, you will also want to ensure the current and future periods have been created in the accounting periods. Over here on the right, by looking at the accounting period warnings, you can see where necessary setups are missing for current and future periods. This can negatively impact reporting when running various reports like your balance sheet and income statements, plus any other financial reports that you have set up that are relying on these accounting periods. Here, anything within the next 12 months that is missing will be flagged with a checkbox, as we can see here over to the right. So at this point, you’ve run through the full setup tab of the health check. We recommend running this on a regular basis, and many of our clients do include this exercise as part of their month-end close checklist. By utilizing the health check, you can see that here, just in a few minutes, you can run through all of your key setup indicators quickly and efficiently to identify areas for improvement. Just like you take your car in every six months for an oil change and tire rotation, you will want to run this regularly to make sure you’re running efficiently. But if there are any indicators that you need help looking into, we would be more than happy to recommend a mechanic that can take a deeper look under the hood. Be sure to tune in to our next video to analyze some of our inventory setups and warnings. We look forward to seeing you there.

Transcript Below: Hello everyone, this is Ben over at ERP Connect, and in the next 8 minutes, we’re going to show you how to analyze key accounting data in our Free Health Check App so that you can run regular health checks on your Business Central environment on demand. If you have not set up the application yet, we highly recommend checking out the first video in our series on getting this set up. It will be a prerequisite to ensure the app works optimally as we go through the rest of our analysis videos. So once you’ve done that, we can go into the dashboard directly, and the first two metrics that we see over here on the left that we’re going to take a look at are our bank account posting group balances and subledger to general ledger balance checks. We like to start here because this is typically a key indicator if you are performing optimally in Business Central. Think of this as your check engine light. Just like you’re taking your car regularly to the shop for a tune-up, you will likely want to check on this periodically. We recommend having this be part of your month-end checklist and your month-end close. So when it comes to the balance checks up top, cash is still king. This first metric will show you which GL account each bank account is tied to through its bank account posting group. As a general rule of thumb and best practice, each bank account should have a one-to-one relationship with its GL account. This makes it much easier to reconcile your accounts at month end and will also ensure that your bank account posting group balance, which should also be a one-to-one relationship with your bank accounts, ties out to the general ledger account that it’s assigned to. If they are not, that likely means you’ve made entries directly to the general ledger when they should have been posted to through the bank account subledger. In just a few moments, we’ll also show you how to identify accounts that have direct posting turned on, meaning that you are allowed to post directly to the GL by passing these subledgers, and also how to fix that moving forward. As a general rule of thumb, any account tied to a subledger posting group like bank account posting group, customer posting group, and vendor posting group, just to name a few, should have direct posting turned off. Luckily, everything’s looking good here for the bank accounts, but as we get into our subledger to general ledger balance checks next, we will show you a few warnings to look into. Similar to the bank accounts, we also show if your subledgers and general ledgers tie out. All customer activity, for example, is tied to an AR account that can be found in their customer posting group. If these numbers here are out of balance, as we see they are, it likely means that someone posted directly to accounts receivable where the AR is not actually tied to a customer. This is, of course, a big no-no and will need to be resolved. Once resolved, you’ll want to make sure that your allow direct posting is turned off in your AR GL account card. In this case, we can see, as mentioned, that AR does not tie out and inventory also needs a closer look. For AP, we also have our AP account tied to vendors and our bank account posting groups tied to our cash accounts and our bank accounts. Again, these both look good and don’t need further action, but we would want to look further into our AR and our inventory. The next thing that we see over here on the right is our balance by bank account. This is crucial to ensure your cash positions are healthy, and in this case, we have both cash accounts and credit card accounts set up as bank accounts in the system. Here we can see that we have plenty of cash to cover our current credit card liabilities, but you also may need to take a more qualitative look at this based on the size of your business and the types of activities that you’re doing. Next, we’re going to scroll down and take a look at our customer aging and late payer indicators. If you remember from the setups we reviewed in the first video, this will look at both the average paydays of each individual customer and compare it to their payment terms. If the average paydays is greater than the terms, it will highlight them in red and flag them as a late payer. You can then filter by the average paydays, the late payer flag, or the balance. You can also drill into the balance to see which customer ledger entries make up the balance and even apply unapplied payments to invoices directly from this screen, as it’s simply giving a glimpse into the out-of-box customer ledger entry table. At this stage, again, like I mentioned, you can filter and sort up and down. You can come in here and filter just to the late payer flags. Maybe we want to say that yes, they are late payers. Again, all types of out-of-box filters and sorts are available here. Now over to the right, we have some of our direct posting warnings that we talked about before. So as mentioned previously, if you have GL accounts that are being posted to through subledgers, you typically want direct posting turned off. Exceptions can be made for income statement accounts, as we see here. However, for any balance sheet accounts like your checking account that we see, we should definitely be turning direct posting off for these, as cash, in this case, the checking account, should always be posted to via the bank account, and then the GL will automatically be triggered based on the bank account posting group setups that they’re tied to. So let’s scroll down a little bit more to our number series warnings. Again, if you remember the setups, we defined an indicator in the setup. In our case, it was 100. If we look at the first line, we see that the ending number is 1098 and the last number used was 1047. This is within the 100 digits, and therefore it is time to update our ending number. Otherwise, after creating about 50 more items in Business Central, it will no longer allow us to create new items in that auto-numbering sequence, and it’s going to flag us and warn us that we have to update this anyways. So again, another way to be proactive in the system, updating the numbers in your number series before they expire. Finally, let’s scroll down to the very bottom, and we will see our ship not invoiced and old sales documents, as well as the same on our purchasing side for received not invoiced and old purchasing documents. For the received and ship not invoiced indicators, this is showing documents that were either sales documents that have been shipped but the invoice has not been sent to the customer, or purchase orders that were received but you did not receive the invoice from your vendor. All documents in this list need to be addressed because typically, the longer they sit, you know, received or shipped not invoiced, the harder it’s going to be to maintain accuracy and account for them correctly, as well as putting revenue and expenses into the right posting periods and maintaining inventory valuations. The final piece here is the old sales documents and old purchase documents. If you remember from our first video on the setups, here’s where you can enter the date range. In my case, we had minus CM, which means that it will not show anything created this month but will show anything created last month or older. So this is a good way to quickly review and clean up old documents. You can, of course, also drill directly into the documents from this window. So if I wanted to see what this one was, I could go ahead and click on it, and it’s going to drill into those sales lines, and you can even show the document from here. So at this point, you’ve run through the full accounting tab of the health check. We recommend running this on a regular basis, and many of our clients include this exercise as part of their month-end close and month-end checklist. By utilizing the health check, you can see here that in just a few minutes, you can run through all of your key accounting indicators and search for outliers. Hopefully, you have a similar experience of going to the doctor each year and coming back with a clean bill of health, but if there are any indicators that you need help looking into, we would be more than happy to recommend a specialist that can take a closer look. Be sure to tune in to the next video to help analyze some of your system setups. We look forward to seeing you there.

Transcription Below: Hello everyone, this is Ben over at ERP Connect, and in the next 3 minutes, we’re going to show you how to fully set up and configure our FREE Health Check App so that you can run regular health checks on your Business Central environment on demand. Like with all of our apps, you’ll first need to download it from AppSource, but unlike our other applications, this does not require a demo or activation key as it is completely free, meaning you can utilize it forever at no charge. Once the application is downloaded, make sure that you add our health check user permissions to all users in the system, as well as our health check setup permissions to anyone that will need to perform the following actions. Once this has been completed, you’re ready to do the quick configuration that follows. So, let’s take a look here in the system. In order to find that app, go ahead and search “Health Check” and we’ll start with this health check setup. We’ll get into the dashboard in the subsequent videos. So, search for “Health Check,” go to the setup, and one of the first things that you’ll see on the screen here is this user setup. Now, we’ve just completed the user permissions in the first step, but this will further define which users are actually able to launch the dashboard. So, in this step, you can simply click the user setup here and then start to add in the users as well as their default view and time period that you can see here. After that’s done, we can go out here and the next thing you’ll need to do is simply activate the extension right here. After this, you’re ready to move down to the accounting tab, which is the only thing really here that needs to be configured. So, this last run date is simply a reference point for the customer late payer indicators on the accounting tab that we’ll see in our next video. No action is needed at this time, but it is a good reference point if you’re ever wondering when the past time your late payer indicators were refreshed. Next is this average payday indicator threshold. This will be the buffer to highlight customers as chronic overdue or late payers. For example, if a customer’s payment terms are net 30, the current setup would give them a 5-day buffer, meaning they wouldn’t be flagged as a late payer, which will be highlighted in red until they go 35 days overdue. Five is just a number we like to use as an example, but this can be configured to whatever your buffer preferences are. After this, we have our number of payment receipts for APD, which stands for average paydays. This indicates how many payments you want to look at when calculating the customer day sales outstanding or DSO. In this case, we have 10 payments being included in this calculation. That means that the health check will look at the customer’s last 10 payments that were made compared to the invoices that those payments were applied to. It will then utilize the metrics to define on average how long your customer typically takes to pay. This can also be used in other areas in the system to define on an invoice-by-invoice basis when you can expect your customers to pay you based on the past performance. On the right-hand side, we have our number series warnings. This acts as an indicator to tell you when I get this many numbers away from the ending number, show up on the health check dashboard. As an example, if my invoice ending number was invoice 1,000, it would start to show up as a warning when I hit invoice 900 in the dashboard. You can, of course, configure this to your needs as well. The final two pieces we have here are our old sales documents and purchase documents. This is essentially the period of time you want to ignore in the setup. So, in this case, it would ignore everything in the current month and would not flag those as old documents. Anything last month or older would show on the old documents indicator. You can also use other popular date examples like minus 1M to show everything older than the last rolling month, then anything older than 30 days would show, or minus 1W, for example, to show anything outstanding for longer than a week. This, like everything else we’ve just seen, is totally configurable by you as well. Once these key setups have been completed, you are ready to navigate to the health check dashboard to start analyzing your data. Be sure to check out the rest of our videos in this series to learn how to analyze data across various key areas like accounting setups, inventory system, and change logs. We look forward to seeing you there.

Great tip Ben!

hi Ben is it possible to apply an invoice template to multiple customers rather than setup the same template for multiple customers?

Hi, Very informative one and good feature. I can't locate this feature in our Business Central subscription .Is this feature available in local version? Kindly advice, Thank you.

Are these feature avaliable on Business Central License(Essential)? I can not found PMS Page like this clip or is these feature customize page?

I did not understand does it support multylevel subtasks

so unclear how to activate it...

hi Ben, are RMA/Cases all created equal (with any other case management)? when a client invoices a case it generates a sales invoice. not an RMA. is that the same module?

Promo_SM

Thank you so much for your clear explanation! 🙂

Hi team, how does the system handle Sales Order numbering where there was no preceding Sales Quote? Does it know to reserve numbers associated with existing preceding documents? i.e. Will the system number a Sales Order as "12345" when created independently if that's the next sales order number in the default sequence even if there's already an active Quote called 12345? Then what happens when you tried to convert existing Sales Quote 12345 to a sales order but Sales Order 12345 has already been used for something else?

Thank you for shearing your knowledge!

Once again, a stunning solution to simply steps and tasks on BC and enhance BC with a ton of controls and features. Super efficient

WOW, WOW WOW, what an amazing module. I whish I had this years ago already. Well done Team, this is how Project Accounting for BC should have been designed from day one.

Stunning solution - A huge time saver and low data maintenance on the long run, with a high consistency and accuracy rate. Will this auto update for posted transactions? I guess there is no dependency on regions and countries on this solution. Well thought through.

Hi @Ben Does this module include the email and Adv Notes for Job Queues as well?

"promo sm"

Hi Ben, I have watched all your tutorials and they are terrific. You cover off all topics thoroughly and in a succinct manner with ease... What more could we want! - MORE VIDEOS PLEASE :-) They are as close to perfect as I have seen and I have watched a lot! Thank you so very much, awesome.

Thank you for this needful video, you always upload videos which are informative, and from basics which anyone can understand the process

This is incredible! Love the inventory dashboard, looks very powerful.

Hello Dear Ben. I just write you to say "Thank you for you excelent video that has been useful". I am Javier From Argentina. I´m a new MD365-BC funtional consultant and I would like to ask you some about configuration of a company. Can I migrate tables about standar set up from one company to a new company by configuration package in RapidStar format? . I ask you this question because it is my idea in order to configurate it easyly but, i have douth. Cordial greatings

Awesome review of keyboard shortcuts!

Full Transcript Below: Hello, everyone. This is Ben with ERP Connect Consulting, and in the next five minutes we're going to show you how to use keyboard shortcuts in Business Central to help speed up your day to day processes. One of the unique things about today's session is that I will not be using my mouse at all. Everything you're about to see on the screen is completely done without taking my hands off of the keyboard. So let's get started. The first thing that we're going to need to do is navigate to a section in Business Central that I want to work with. In order to do that, I'm going to click Alt Q. Alt Q is going to pull up this search that tell me what to do within Business Central, and now I can start searching for what I want. So I'm going to start typing customer ledger entries, and it's going to pop up a few things. I can now just use my up and down arrows, come into the customer ledger entries here, and click enter. Once I click enter, it's going to pop up my customer ledger entries. So now you can see I've got the scroll for everything that I need in this window within Business Central. I've also got my fact box over to the right. That on this screen's taken up a lot of real estate, so the next shortcut I'm going to show you is to hide that. If I click Alt F2, that is going to hide that. ALT F2 again, if I click this toggle on, toggle off. F2. Alt F2. I'm going to now hide that, and we're going to use our local search, which is going to be just F3. F3 alone. You can see up in that top left corner that activated my search bar. So now again, I can type in whatever I want here. I'm going to type in school. Hopefully this starts to narrow my list down. You can see in the customer name now I've got School of Fine Art. So by activating that local search, again, that's F3, by activating that local search with F3, I'm now able to come into my search and go to school. The next thing I want to do though is filter to just invoices potentially. So again, using my arrow keys left, right up, down, whatever you need to do, I'm going to come in here. I just want to make sure that I'm on the document type row, and I'm selected on invoice. So because all I want to see is invoices, I want to do a filter to this value. In order to filter to this value, I need to do Alt F3. So again, ALT F3. You'll notice now pops up a filter in the left hand side of my screen where the filters typically are if you're doing these manually. The document type is now invoice. I have now filtered to that value in my document type. Everything's showing right now. Should just be invoices. The final thing I want to do here is come back into the posting date and make sure that you're on the posting date column. I want to do a sort ascending or descending, right? So if I click Alt F7, this is going to sort it. So this is going to be oldest to newest in this case. If I click Alt F7 again, it's going to go newest to oldest. So again, ALT F7 is going to do either your sort ascending or sort descending. So now I've got a filter on document type. I've got my search for school up there still in the top left being held. And then I've got a sort on my posting date to go from newest to oldest. Now that I'm done with my filters, I've got everything I need, I can do what I want with the data. I just want to go ahead and clear everything. In order to clear everything, this one's a little bit more involved, but it's just going to be Control Alt Shift F3. Now all those filters are gone. I still do have my local search, but again, the search is a little bit different than the filter. So if I want to get rid of that, I just use F3 again, and I can delete that out here. So that's for searching with data that's already posted and things like that. So that's six of my 10 shortcuts so far. I'm just going to go ahead and hit Escape right now. Escape's going to bring us back to the home screen. That wasn't one of my 10, but we'll use that as a bonus shortcut for today. And we're going to use Alt Q again to get into that search. So I want to do now a sales invoice. Again, just using the arrows, I'm going to come down into sales invoice. We got a handful of sales invoices right here. I'm going to go Alt N. Alt N is going to create a new record within Business Central. So again, I just want to go to school. This is going to create my invoice or at least start to create my invoice. I'm just using the tab to get around. I'm going to click G tab over. It's going to give me a GL account. I'm going to come in here, do income. Again, I can go income services here. If I want to come down here again and go GL, and all I want to do is search for everything, I can come over here to the number and just go Alt down arrow. It's going to open up everything in my list here. So now I can search and I'm just holding that down arrow. And again, I could have found 40100 the same way here. I'm just going to tab over. We'll do one of each of these. I'm going to do 250 and 250, and everything else should be good here. It's defaulting from my customer, the dimensions and all that good stuff. So now I've got a sales invoice that I can go ahead and post. I'm going to click FN. FN is going to post this document for me. Of course, it's going to ask me if I want to post it. I'm just going to click yes. So again, I'm on yes. I'm just going to click enter, and now this document should be posted. I don't want to see it. I'm just going to click no here. I'm going to click Escape to get back to my home screen. And then finally, as a refresher, I'm going to go Alt Q. I'm going to go customer ledger entries to bring this full circle. Click customer ledger entries. I'm going to come up here into my search. I'm going to go school, and if I come over here, this should be the one we just did for $500. So a lot of good shortcuts today. Last one I'll mention is F5. Of course, if you want to refresh the page, you can just go ahead and click F5. That's 10 shortcuts in five minutes. Hopefully like what you saw. If there's additional shortcuts or things that you want to do to speed up your productivity within Business Central, please feel free to drop us a comment or reach out. Please also subscribe to our content if you found this useful. We look forward to hearing from you, and hope everybody has a good day. Thanks everybody.

Is there any shortcut for save in excel(share)

Full Transcript Below (Part 4): What this is going to do is, the first email that goes out... You'll see we have a first email subject, and first email body, as well as a follow-up. The first email that goes out is going to be more indicating that, "Hey, you have an invoice that is due in a few days," that's what this date formula is going to do. In our case, we want to say, "Minus two D," so two days before that invoice is due, we want to send an email to the customer that says, "Invoice 1234 is due on," the date that it's due on. In the email body, if I click on, "Yes," here... Again, similar functionality, you'll see, "Your invoice 1234 for $500 is due on the 21st," maybe. After that, what we want to do is send an email every seven days until that invoice has been paid and everything's come to a closed status. In this case, now we have a second email that's saying, "Okay, we sent our email already telling the cus-tomer that the invoice is due in a couple of days," then seven days after that, seven days after that, and continuing on that cadence until it's paid, we're going to send another email that says, "Past due notice. Invoice 1234 was due on," someday in the past. In this case, you can put whatever verbiage you'd like in here. The verbiage we put for our test was, "Your invoice number 1234 for $500 was due on August 1st," maybe. In this case, 14 days ago, "Please, make sure to make prompt payment in order to avoid late fees or suspension of service," or whatever verbiage you want here. Again, you can put any logos, pictures, or even payment links here, so that they can directly pay you on your payment portal. A lot of different functionality here that you'd be looking to help with that dawning process, help with that collections process, and sending out automatic reminders to tell your customers, "Hey, these in-voices are either coming due or they're overdue." Again, we can do this from a dashboard, if you want to send it one time, or you can send it automatically in a job queue, where at the end of every day, it's going to look for everything that fulfills these criteria and it's automatically going to send those emails out for you. If I come back here, the last thing we have not looked at so far is this Invoice Reminder Dashboard. What this Invoice Reminder Dashboard is, is exactly what we've been talking about. You can see this Reminder Email Sent Date. In this case, we sent an email today and we sent two emails towards the end of last week. Again, what this is going to do is it's going to use those formulas two days prior, or seven days past, to automatically send emails. I'm going to put my work date here, into the future a little bit, so that we can simulate what this would look like. In this case, the invoice has already been sent, but we do want to go ahead and send another email. We can actually send both from here, we can send the original invoice, if we haven't sent it already, and we can send the reminder. Of course, if we haven't sent the original email, we can't send a reminder, because there's nothing to remind them about, so that's why we have both functions here. If you haven't sent the email yet, just go ahead and send the email, and after that, you can go ahead and send the reminder. Again, we would typically automate this, so that it would look at the end of every day to see what's still open, and then send those emails out accordingly. What you can see here is I've got a past due notice. Invoice 103241 was due on 8/15. Again, remember, I set my work date into the future, so we could simulate this. What this is going to do is it's going to put in, "Hey, your invoice for $4,593 was due on 8/15. Please, make prompt payment in order to avoid the suspension of your service or a late fee." Here, again, it's going to include those attachments to show them the invoice. You can include payment links here or, really, anything else that's needed, in order to facilitate them paying that invoice in an easier manner. Let's finally go back into our ISD tool just to round things up. So far, we've talked about the invoices. Again, we can send those both directly when they're posted or from a dashboard. Credit memos, same thing as invoices, we can send upon posting or send from a dashboard. Payment receipts, as our customers are paying us and we post those payments, we can email our customers, "Thank you, your payment has been received. Here's what it was applied to." Finally the last two pieces. We have our statements and our past-due reminders. These can be used hand in hand to communicate with your customers on a regular basis that payment is coming due, pay-ment is overdue, send them a general statement or summary at the end of the month showing them all of the invoices that are due, and giving them links in order to make easy payment, so that you can en-sure that your days to collect stays low and that we don't have a lot of invoices that are just sitting out there as open in AR that aren't being collected on. This really helps automate that process for your AR department and really helps make their job easier, so that they're not having to do all of this manually, and it can be automatically sent out of the system. Looking at that, the only last thing we have is this, "Export/Import" feature. If you're in test right now, you're finishing things up, and you have all of your email templates perfect, what you can do here is you can export those templates, and then you can import the same template into a production environ-ment. That way you don't have to recreate everything. This allows you to easily export those XML files and import them back into a different environment, where either you're moving for production or may-be you're in production, you want to export something so that you can put it in a test environment, and make sure that the test is sufficient before you deploy it. Looking at ISD, overall, we can see here that there's a lot of efficiency put in place by using this tool, whether that's saving time for sending emails, either from posting or from a dashboard, or just simply extending the current out-of-box functionality that sometimes can be slow and mundane, and lots of click-throughs from those dialogue boxes. Trying to really enhance that user experience here with the Invoice and Statement Delivery tool. We hope you liked what you saw in this video. If you have any other recommendations for future features, we would love to hear from you. As always, if you have any custom extension requirements or requests, please feel free to reach out to our team at any time. If you need any help or training in addition to this video, please, also feel free to reach out. We hope you enjoyed the video and we look forward to hear-ing from you soon. Thank you.

Full Transcript Below (Part 3): We'll go ahead, create a payment for $600 from our customer, and we'll go ahead and post that now. "Journal lines were successfully posted," fantastic. Before I could even pull it over here, we got that email in our inbox. It's saying, again, "Thanks for being a valued client. Please, find our payment receipt for (the client name). We received $600." If I click on this attachment, what it's going to do is it's going to pull up some information. It's going to say, "Hey, this was the date it was received, this is the invoice it paid off, and it was for $600." Again, a great way to bring that full circle. This isn't available with the current code base in Business Central, that's why we added it into our extension, so that you really can bring that collections and AR process full circle, keep your customers in the loop of things that are hap-pening, and that payments were received, so they know that they don't have to worry about it on their side, as well. All right, let's go back into the ISD setup. We've now talked about invoices, we've talked about credit memos, and we've talked about payment receipts. The next function in the tool to stay in touch with your customers and make sure that payments are being received in a timely process, is statements. We've got statements as an out-of-box report from Business Central. What this is going to do, in terms of additional functionality, is allow you to do two things. The first is it's going to allow you to send statements on a regular cadence. What we mean by that is we can schedule these statements to be sent out weekly, or we can schedule them to be sent out on the last day of the month. What this is going to do is it's going to take, at that point in time, a filter to look at everything that's open for the customer, based on the day that it's being run, and list all of the invoices that are currently outstanding for that customer in their statement. All of those might not necessarily be overdue, but it's going to indicate, "Okay, these are still current, these are overdue," with a nice little paging at the bottom of the statement. Again, I can CC myself when those go out, I can put the subject, "Hey, here's the customer statement," and I've got another email body here that I can say, "Please, find your August statement," for example, "Attached for the customer." We're going to go send this out right now and I'll show you exactly what that looks like here in a second. The other important thing to mention is, if I actually look at my customer card, for exam-ple, that's where I'm going to indicate how I want those statements to be sent. In this case, I've got my statement delivery option as, "Statement, separate files." What, "Statement, separate files," is going to do, is it's going to send me my statement and then, in separate files, it's going to send me every invoice that's on that statement. I could also do consolidated files, which are going to give me one PDF with all of the invoices that are open, I could do statement only, which is going to give me just the statement and no invoice copies, or I can say, "No statement." If I say, "No statement," it's basically going to ignore the ISD tool if I try to send statements, because this customer says, "We don't send those statements." I've got my AR email going to myself, so in this case, that would actually be your customer email, that you want those to go to. Again, in this case for the demo purposes, I'm going ahead and sending everything out to myself. Let's go back to that homepage and go to our Statement Dashboard, in this case. If I go ahead now, process, and click, "Send statement email..." Again, I'm just doing one right now, but you could select all these, and it would send everything all out at once. All I have to do is click, "Yes." You skip all the dialogue boxes of, "Hey, how do you want this email to look?" Things like that, so it's very streamlined. If I come back over to my email here, we should see an email. Perfect, come through right there. 4:40, 4:41. Pretty real time, in this sense. Again, it's going to say, "Please, find your August statement at-tached for," the client name. I got all my signature stuff down here, all the links are clickable, and I've got all my attachments. If you remember, on the customer card, I had a statement with the invoice de-tail here. If I go ahead and click on my statement, you'll see... Okay, I've got my statement. These are the two invoices that the customer currently has. In this case, both are current. We've got a due date of 8/21, and today's only the 14th, so those are well within the realm of being current. You can see that, down here, we also have a quick aging summary that they can also take a look at. In this case, we're just sending them a notice that "Hey, these are the two invoices that you should currently have on file that are open." It’s important to note that it's only going to show invoices that are still open. We don't want to bog it down with all the noise of every invoice that they've ever received. In addition to that, we're also going to copy both of the invoices that we sent. Again, you can see this copy here and we got the 250 and the 600. In this case, the customer has full visibility, on a monthly basis, that can go out automatically on a job queue, showing them the statement at the end of the month, and all of the invoices that are included in that statement. That's a cadence. It's going to be sent to the customer regularly on a cadence that says, "Hey, here's eve-rything that you have open." The last thing that we want to show on the ISD tool, if we go back to the setup... Again, for the statements, there's no email upon posting, because there isn't a posting activity necessarily. We can run those from the dashboard, as we just saw, or we can schedule them. The last thing that goes hand in hand with the statements is the past due reminders. The first thing you'll see here is, "Send reminder emails." You can toggle this either on or off, we're obviously going to have it on for today's demo purposes, but this allows you to do two things. We have an email date formula, and an email interval to get started.

Full Transcript Below (Part 2): We talked about those email attachments in the dashboard. We didn't actually send any attachments here, I want to add an attachment after the fact, and go ahead and send it again. What I can do is I can come up to this Invoice Delivery Dashboard and we're going to see a few more things. The first thing to note is you can see the delivery status. This is the one we just sent at 4:30, it's 4:31 now on my clock. You can see that a bunch of these others are pending, which means I haven't sent them yet when I was testing previously. I probably didn't have that auto send on, which is fine, that's exactly what this dash-board is for. If I click on this, it's actually going to bring me into the document. One thing I mentioned before was those attachments, if I come over here on the attachments and I click this zero, I can attach files as normal. I'm going to attach some time entries for this week. All I need to do is include the emails in the ISD, click, "Close," and now, if I were to come up here and do this manually in the future... What I can do is come up here to click, "Print, send. Send email." Just like last time, it is going to send me those documents. The only difference we'll see this time now, once it comes in here to my inbox, we will see, additionally, a time entry attachment. We just attached that in the ISD tool, now anytime that those emails are sent out, it's going to include both the invoice, as well as the attachment that we just created. This should be a test Excel document, but you can see over here, it attaches the Excel file for them, so maybe you want to send the invoice and you want to send sup-porting time entries. That's exactly what this will do and it'll allow you to send those both at the same time. Let's jump back into Business Central. The other thing we can do, rounding things out from the ISD setup... If we come over here, we can set the invoice sent. We saw that a lot of those were pending, maybe we want every-thing to update to a status assent to indicate that we're up to date. If I come back here, what that's go-ing to do is indicate everything as emailed. Maybe I sent it manually, maybe we're getting caught up for the week, what that's going to do is, essentially, change the delivery status, so that everything's in the same state. All right. We're going to go back to the setup, finalize talking about our invoices, and move to credit memos. We'll come here. Talked about everything up here on the invoice, talked about email upon posting, and also showed how you can email those from a dashboard. The next thing we want to talk about is credit memos. Not going to spend a whole lot of time on the credit memos, because honestly, they're going to work almost identically to the invoices. You're going to have a CC address, you're going to have a Report ID filter, you're going to have your Email Subject with those wild cards, where you can dynamically bring in data for the company name, the credit memo number, and the client number or name. We have our email body. Again, I'm going to click here. The only thing different, in this case, is it's going to indicate that we're receiving a credit memo for a client for the amount credited, rather than, in this case, an invoice, as we saw last time. Again, you can in-clude any images, you can include your logo tied to your website, and you can include social media links. Anything that you can think of in an email, you can embed here and put links behind the images, like we see here currently. Again, of course, we have our Email Upon Posting, which I can turn on here. Anytime I create and post a credit memo, it's going to automatically send that credit memo and all the underlying details, as well as the PDF, out to the client. Otherwise, if I go back to my homepage or my search, I also have a Credit Memo Dashboard. What this Credit Memo Dashboard's going to do, it's going to look almost identical to that Invoice Dashboard, it's going to show me what was delivered, what's still pending, when it was sent, whom it was sent by, and again, some more details around those credit memos in the system. We'll jump back into ISD. Like I said, we already went through that end-to-end on the invoice side, and it’s going to work identically on the credit memo side. The next thing we want to talk about, though, is the payment receipts. If I come down here to the payment receipts, we're going to see some familiar fields. We got our CC address, which is always going to send everything to me on a copy of the customer that I'm sending to, we've got the email subject, in this case it's going to show... Again, if I hover over... Okay, one is the company name, two, the payment receipt for the payment receipt number, and three, who that payment receipt's for. If I come into the email body and click, "Yes," here, it's going to show, "Okay, we got payment receipt 1234 for the client. This was the amount received." This payment receipt, what it's good for, is really closing the loop. You're going to be sending invoices out to your customers, your cus-tomers are going to be sending back their payments, and then you're going to be taking those payments, recording them in Business Central, and ultimately applying them to an open invoice that you had pre-viously sent. What this payment receipt's going to allow you to do is automatically send the receipt of these pay-ments back to the customer to say, "Hey, Customer. We've received your payment, we've entered it into our system, and here's what we applied it to." Again, the same logic applies throughout this tool. We can either email upon posting, or we can go ahead and post from that dashboard. Again, you can post these one by one, you can post them in bulk, or however you see fit. We'll do another demo here, I'm going to turn this on, we're going to go back into our homepage, and go to out-of-box cash receipt. If I come down to my cash receipts journals, I'm going to pay that invoice we just created for that custom-er, we'll come in here into the applies, and I believe it was one of these $600.

Full Transcript Below (Part 1): Hello, everyone. This is Ben with ERP Connect Consulting and in this video, we are going to walk you through how to use our Invoice and Statement Delivery extension. After downloading our extension from AppSource or our website, the first thing you're going to want to do is to navigate to the Invoice and Statement Delivery setup window through the search bar here. You can start by typing ISD and this is going to take you to all of our different options for our ISD extension. The first of which you want to come to is this administration window for the setup. Once I click on the setup, you'll see a handful of different modules, which we'll talk about here in a second, but the first thing you'll want to do is make sure your activation is generated here, which you'll do by going up to process and clicking, "Generate demo key." What this will do, after you download it, is allow you to use our product for free for the first 30 days, after which you will need to reach out to get an activation key. We offer both a yearly license, as well as a one-time perpetual license. Depending on what you're looking for, let us know, and we'll get you those activation keys once your trial expires. After everything's set up there, you're now active and able to use the Invoice and Statement Delivery tool, to which you'll want to come into this setup window first, as we previously mentioned. Once you're here, you'll see a handful of different fields, the first we want to touch on is this test email address. You'll notice that I have this populated with my email ad-dress right now. What this is going to do is, basically, going to override all of the email functionality in the system at a customer level, and send everything to me. This is great when you're testing for the first time or doing a demo like I'm doing today. If this was blank, for example, then we wouldn't be in test mode, and it would actively send out all invoices, credit memos, payment receipts, statements, and past due reminders to the email that's on the customer card. Again, we're going to leave my email in there for today as we test. The next general piece of infor-mation here that we'll touch on before getting into the functionality of the tool is the, "Allow Attach Doc in Email." I've got this turned on, I'm always going to leave this on for our demo today. What this is going to allow me to do, in the case of an invoice, for example, is attach additional documents to the unposted sales invoice, which will flow through to the posted document. You can also add the attach-ments to the posted document after the invoice has already been posted. No worries if you forget, you can go ahead, do that, and we'll talk about how that works on the in-voice. We'll always send the PDF of the invoice, but this, "Allow Attach Doc in Email," is going to be for all those extra files that you also want to send to your customers when using the ISD tool. Without further ado, let's jump into our first module here, which is the invoices. What this tool's going to let us do is... It's really going to enhance a lot of the email invoicing functionality that already exists in the system. We know today that we can send emails out of the system, however, it seems very tedious and very manual sometimes, we've got to click through a lot of dialogue boxes. What our tool's going to al-low you to do is really streamline that process and either send those emails directly when posting, you'll see that field over here, "Email Upon posting," which we'll talk about in a second, or you can send these from a dashboard. An important thing to note is that, when emailing upon posting or emailing through the dashboard, there are no dialogue boxes that you have to click through. It's very efficient and you can send either one email for one document, or you can do a multi-select and send multiple invoices across multiple customers, all at the same time, with just a click of a button. We'll get in there in a second, but I do want to start with some of these fields. We got the CC Address on the invoice. Anytime I'm invoicing my customer... I got a lot of different customers, I'm sending them all invoices, but I do want to have a paper trail of that myself. I'm going to put myself as the CC, anytime those emails go out, I'm also go-ing to get an email since I'm CC'd, and it's just going to ensure that everything's flowing very smoothly. If later you find that everything's configured exactly as you please, you can eventually remove yourself from the CC, or just leave yourself there indefinitely, as a double check as you're continuing to use this going forward to make sure that you're getting all those emails, as well. The second piece is this, "Re-port ID Filter." What the Report ID Filter's going to let you do is select all the different email templates that you might be using, put those on here, and that will allow you to use those when sending emails out, either upon posting or from our dashboard. These next two fields are very important, this is what your customer's going to see when they receive the email. First, we have, "Email Subject." Pretty intui-tive here. We got a few different fields, we can dynamically populate. If I hover over here, it's going to give me more information on what those do. My one, that's going to be replaced by the company name, my two is going to be replaced by the in-voice number, and the three is going to be replaced by the cell two customer name. In this case, my sub-ject would read, as it's going out to a customer, "ERP Connect Consulting dash sales invoice, number 1234," perhaps and the three is going to be replaced by the customer. The end customer’s name is going to go within those parentheses, so when they receive the email, they'll see, "Okay, this is from ERP Connect Consulting, this is my invoice number, and it has my name on it, so I know that it's coming into the right place." The next piece is going to be this email body memo. If I click on the, "Yes," here, it's going to pop open a screen. This is the body of the email that's going to go out to all of our customers. We can see here, again, a lit-tle bit of additional functionality beyond the out of box functions and features. Here, again, we have some of those dynamic fields, so I can say, "Thanks for being a valued client of ERP Connect Consult-ing. Please find our invoice number attached for the client’s name. Here's the amount due and here's the due date." Some very simple yet effective information going out in the email body directly to our cus-tomer, and I've got my signature here for now. I can click on this logo, it's going to bring me out to my company website. You can book a meeting, you can see all of our social media links down here. A lot of powerful things you can embed directly in the email body with links, with images. Pretty much any-thing you can think of that you could send in a normal email, you're able to embed directly here. I'm going to go ahead and close that. Finally, we got the summary note. If you want to add any addi-tional notes or things to the invoices, you can do so here, and those will be included when using the tool as well. We already talked about the email upon posting, I'm going to actually turn that on, and we're going to demo that live here in a second. In the general overview, we've gone through all the dif-ferent invoice fields here, and now we're actually going to go out, create an invoice, post it, and show you what that looks like when it comes into someone's inbox. If I come back here... You'll notice that my home screen looks a little different, as well. We did the search before, we went up to ISD. That's a great way to find things, you can see everything here. What we've also done here is we've set up a role center, so if you come here, you see this, "Accounts Receivable," role center. That's actually a custom role center for ISD specifically, and what you'll notice is that, up top here, we have all of our favorite dashboards here. We've also got, "Customer Aging," for the ISD piece here. You can see, if you click in, it's going to show you the different buckets for the different folks, and it'll give you, at all times, up-to-date details on those different aging buckets. We'll come back to this Invoice Delivery Dashboard after we post the invoice, but what I want to show first is this sales invoice auto-post. We come down here to the sales invoices. We got a few, but I'm going to create a new one. I'm going to pick my first customer here, it's going to populate everything, as a normal sales invoice would. We're going to sell them a couple of computer monitors today, we'll sell them two computer monitors. Each monitor's 300 bucks, for a total of 600. Everything's good to go now, I'm going to come up here, and click, "Post." When I click post, what this is going to do is it's going to fire everything off just like normal. It's going to say, "Okay, you want to see the invoice?" Sure, I can take a look at it. This is what the posted invoice looks like. I'm going to come back to my homepage, what I really want to take a look at are these different emails that I just got sent. I'm going to come in here, I'm going to look at this email, and we can see, exactly from my template, what this looks like. We got, "Please, find posted invoice for the client name." Here's the amount due, 600, and the due date is 8/21, so payment terms must be like net seven, or something. If I go ahead and click on the invoice here, we can see... All right, we've got all of our client information, we got our company in-formation, payment details, all that good stuff right here. The client now has that in their inbox. Again, it sent it to me, because I use that test email in our setup, but in a real-world scenario, what this would do is it would send it out directly to the customer's email that you have on the customer file.

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Full Video Transcription Below: Hello everyone. This is Ben with ERP Connect Consulting and in today's video we're going to walk you through how to use our auto create dimensions extension. So after downloading our extension from either AppSource or our website the first thing you're going to want to do is come up here and type auto create dimensions in the search bar and you want to select the first option, which is the auto create dimension setup. What this is going to do is it's going to bring you into our setup window and allow you to start linking master data with dimensional data. The first main purpose of doing so is you're now going to be able to take some of this master data like customers and vendors and things like that and report on them from the general ledger which is something that you can't do now. Every time you want to go see that data, typically you're clicking that find entries button, and you're going to have to drill deeper and deeper. Now this is going to allow you to actually see things like revenue per customer, expense per vendor, things like that directly in your general ledger. So we'll get there in a second, but first I want to show you how to set up the extension in order to be successful with it. So, the first thing you'll need to do is generate the demo key up top here. That will fill out all the activation information here below and allow you to use the extension for free for 30 days, after which you can reach out to us and we can either give you a yearly license or a perpetual license that will never expire. After you deal with those things the first thing you want to do is come up here and activate the extension. This will now allow all of this functionality to come alive and anytime you create any of these records it will also create the dimension for you. What you'll see here is I currently have the customer number linked to global dimension 1 and I have the employee number linked to global dimension 2. Of course this assumes that some of the general ledger setup that you have is already in place as well so keep in mind customer going into that global 1. If I come to general ledger setup here, you'll want to make sure again then that customer dimension is sitting at the global dimension 1 code and the employee is global dimension 2. If we were to link a third, we would just need to make sure that we create a third dimension, link it here, and then all that linkage in our extension will work as well. Let's go back here and look at some of the other fields that we can link here. Again, we've got posting groups, we've got customer states, item categories, locations, vendors, salesperson, employee, which I already have mapped so a lot of great functionality here that we can link and then of course the last thing you want to make sure is that up in the dimensions here, again, just out box Business Central functionality that this customer has been created, linked to global 1 and then everything should work accordingly. If I come up here to my customer and I look at my customer list it's going to end at 2600. I'm about to go create a customer in Business Central for the first time and we should see that, that dimension value will auto create and it will auto assign a default at the customer level. So let's jump in transactionally to what's next after we've got the setup complete. We'll come back here to the home screen and click on customers. I'm going to create 2700 here. I'll just call it Ben's test customer and because of the template we had a few of these other things should be filled out like the customer posting group and the payment terms code. So I'm just going to go ahead here and add an address. Go Dallas, Texas, 75206. All right, we've got now everything we need to be successful with this customer moving forward and if I click this customer default dimensions you'll also notice that, that dimension code was automatically created. We did not have that before as we just saw. It's automatically putting my name in there that I just gave to the customer and it's creating a customer number [inaudible 00:04:13] C02700. It's creating the same customer number in the default dimensions and the dimension value in order to keep things very simple, very easy and very searchable when we go over to our general ledger entries. So let's keep that in mind as we go to the next phase, which is going to be creating a sales invoice. So now that the customer is completely set up we can come back home and go to our sales invoices. I'm going to create the sales invoice here. We'll use that customer that we just created and I'm going to sell them the auto create dimensions extension. We'll sell it to them on a yearly basis and you'll notice here that the customer code was automatically updated from, again, that's just out of box Business Central functionality of using default dimensions at a master record level, like a customer and we also see that customer code down here in the invoice details. So this to me indicates we have everything we need now to go and post this. If I go ahead and post this I should now see in my general ledger entries if I come over here and do a filter on my customer, let's go 2700. I can now see in my general ledger entries that I have $500 of revenue and $500 of AR at this customer 2700. If I click on it I can see who that customer is. So let's go create a few more just to show you some of the other things and how this can be very beneficial to you. We are just going to create one more invoice. We'll come down here. We'll sell that same product just so we can get a thousand dollars at this customer and then we'll go ahead and make a payment next. Again, 2700 there, 2700 here. You can see how this is making the speed of the invoicing quicker as well because we don't have to add all of those things in and I'm just going to create a manual payment real quick and a general journal. So lets for that customer 2700 we'll come in here, we'll just create a quick manual payment into their Chase Bank and we'll go ahead and post this. And what I want to show now is that if I come into the customer again, we'll see that I've got a balance of 500, I've got a balance due a 500, I've got sales of a thousand and in this case I must not have clicked payment. That's okay. Payment zero, but we know that we have a $500 payment in there somewhere. So now if I come back to my general ledger entries, what I'm going to see if I filter on the customer again and we can create saved views here if you're looking for that. Now we can see, okay, I've got two product revenue lines, 500 and 500 for a total of a thousand. I've got three AR lines, a negative and a positive right here. We got our credit and our debit and then we have a $500 balance in AR because we did just create a payment. And now I can also see at that customer that we have a $500 payment to the Chase checking account. So again, we're in our general ledger entries, as you can see up here and now I'm able to do something that I have not been able to do before, which is report at a customer level from my general ledger entries. So now I don't have to go to find entries. Don't have to click on the posted customer ledger entries or anything like that in order to see. I guess that one was the payment. This one might be the invoice. So I don't have to click into the invoice to see who that customer was. Again, I can see that directly on my general ledger entries which is awesome functionality and helps a lot of people save a lot of time, both with queries like I'm doing here as well as on reporting, depending on which reporting tool you are using, but that dimension should be available whether you're using account schedules or any third party application out there. So that's a little bit about our auto create dimension extension. Like we showed a lot of different functionality that can be very useful and time saving in Business Central. If there's anything else that you'd like to see within this extension we'd love to hear your feedback. If there's any additional questions on Business Central in general or this extension, please feel free to leave them in the comments below or reach out to us at any time. We look forward to hearing from you and look forward to publishing our next video soon. Thanks everybody.

Full Video Transcription Below: Hello, everyone. This is Ben with ERP Connect Consulting and in this video, we're going to walk you through how to use our advanced document numbering tool. So the first thing you're going to want to do is come up to this search bar and search for advanced document numbering and click on the first selection you see here. It will then open you up into our setup screen. So the first thing you'll need to do if you've just downloaded it from our website or from AppSource is generate the demo key, which you can do right here. By entering or generating that demo key, what it will do is allow the activation to be complete. It will allow you to access it for 30 days at no charge in order to test it and see if it would be a good fit for your organization. After those free 30 days, we can then give you an activation key here. The options either are a yearly license or a perpetual license. So feel free to reach out to us if you feel that you want to use this longer term after the demo is over. So after the keys have been set up, you will be able to use the advanced document numbering tool in your business central tenant. There are three different sections here that I'll cover. We have sales, purchasing and transfers currently. Each of these will give you a different set of options for generating document numbers. So if we start with sales, you'll see a handful of things here that say standard BC. In each of these dropdowns, you'll see the same options. You'll see, year four digit, year five digit, year six digit and year seven digit. Again, you'll see that on every option here. And basically, what this is allowing you to do is for sales quotes, sales orders, sales invoices, sales returns, and sales credit memos, it's allowing you to either use the standard business central number series or document numbering that you currently probably have set up, or the other option is to preface the document number with the year that you're currently in. So right now it's July in 2022, so it would put 22 and then a four digit, five digit, six digit or seven digit number as your sales quote number or any sales document that you have here. So that's kind of the first five options here. And we'll see in purchasing, we have very similar options. So quotes, orders, invoices, returns, and credit memos. Again, you can use standard business central number series functionality, or you can use the five to seven digit number prefaced with the year that you're currently in. So allows you to sort documents and view documents in an easier fashion, knowing exactly what year that document was in. And that's kind of the same both on the sales and the purchasing side. So next, we have some additional functionality, which I think is a little deeper and a little kind of greater functionality here that we're going to dive into next. So you'll see the, activate sales post shipment number. So if this is on, it will then allow you to use this next dropdown. So in this case, it's off so it would not even recognize this. But if I were to turn it on and then go over to the activate sales post shipment options, you see a few different options here, right? So we have the standard BC, which again, is just going to use standard business central number series functionality. And we also have an order number option as well as an order number plus sequence option. So what the order number option is going to do is it's going to take the order number on your sales order and force that the shipment number is the same as the order number. Now, if you have a lot of partial shipments or multiple shipments on an order, here, you're going to want to do order number plus sequence. What this is going to do is it's going to take the order number for the shipment and behind the shipment, if we've got three shipments, it's going to put 01, 02, 03 and so on so that you can see what the shipment is and see the iterations of multiple shipments on the same order. The next option we have here, which is probably my favorite is the activate sales post invoice and credit memo number. You can see, I have this turned on right now and under the invoice option, I have order number. What this is going to allow us to do is two things. From the sales order, it's going to have the sales order and the invoice number post again, the same similar to we saw on shipment, as well as if you have multiple invoices for the same sales order, you can do an order number plus a sequence. Again, that's going to be an 01, 02, 03 and so on kind of appended to the end of your invoice number in business central. The other thing I really like about this is if you're posting sales invoices potentially with or without a sales order, what this is going to do is when you post that invoice, the posted invoice number is actually going to say the same as the unposted invoice number. I found that this is a huge benefit a lot of times, especially if people are doing integrations or just want to look up things. Base business central is going to take the unposted sales invoice number and it's actually going to change it by default from an S to a PS number. This allows both of those numbers to stay in sync. So when you're looking at your unposted sales invoice and your posted sales invoice, both of those numbers are now the same. And then the final option under sales, again, you'd have to activate this for the next dropdown to be active is the prepay option. So again, if you're using prepayments, this is going to allow you to use that order number as the prepayment number as well, or you can use the order number plus a sequence. So again, to recap on the sales, you can always use standard business central functionality. That is simply going to use the number series you currently have in place. Otherwise, you can choose one of the dropdown options. If there are other options that you think would be beneficial, that you're not seeing in any of these dropdowns, please feel free to reach out to us and we can always add additional functions or features into our advanced document numbering set up and extension. So as we continue to go forward, I will collapse the sales here. Not going to spend a ton of time on purchasing because we will see it's very similar to what we just saw in sales. So again, I already touched on everything on this left hand column here. The activate purchase post receipt number, if I activate this will now make this next option active. Again, if I'm looking at receipts, it's going to take the purchase order number and force that the receipt number is the same. Or you can use an order number plus a sequence to sequence those multiple receipts that may be coming in on the invoice credit memo number option here. Again, if we turn this on and use activate purchase post invoice option, we can use order number or order plus sequence. This is going to make sure that the purchase order number flows over when you post invoices. Or if you're posting multiple invoices per purchase order, you're going to want to use that sequence. And then finally again, on the prepayment, we have the options to do order number or order number plus sequence. The final thing we have here is transfers. So if you're using transfers, we got four options here. Well, really two options with a toggle. So if I use the activate transfer post receipt number, then I have options to on my transfer order when I post the transfer receipt, inherit the transfer order number that it came from. Or again, if you're doing one big transfer order with a lot of transfer receipts, you can use the order number plus sequence to append that 01, 02, 03 as that order is being received from those transfer orders. And then again, on the shipment, you can do the same thing here. So if I look, I can use standard business central, or I can have that shipment from the transfer order come from the transfer order number. Or again, if you're doing multiple shipments, you can use the order number plus sequence option here. So that's a little bit about advanced document numbering. Like I said, if there's anything else you'd like to see in this extension, please feel free to reach out to us. We always love hearing your feedback. In the meantime, we really hope that you enjoy using our extension and that it adds a lot of value to your organization. If you have any feedback, comments, questions, or concerns, please feel free to reach out to us at any time. Thank you.

Full Video Transcription Below: Hello everyone, this is Ben with ERP Connect Consulting. And in this video, we're going to show you how to use our advanced user management extension. So the first thing you'll need to do after downloading this extension is go into the advanced user management setup window, which you can find through the search bar here. After clicking on the setup, you'll want to make sure that you generate your demo key so that you can use our product for free for the first 30 days, after which, if you decide it's something that you want to use longer term, you can reach out for an activation key. We offer both a yearly subscription as well as a perpetual license in order to use this extension. After the extension has been downloaded and the keys have been generated, you'll want to make sure that the activate extension toggle here is on if it isn't already, as well as the item journal being turned on here if you are going to be using our item journal filters in the user setup window. So after we have all this set up, we are good to go on the setup window and we can go one level deeper into our user setup. This next screen for user setup is where we're actually going to start to define some of the restrictions that we want on a user-by-user basis. So on the first line, you can see I've got user ID Ben defined here, and the first field I have selected here is the customer. So let's say the first thing you want to do is restrict Ben to only see customers 100 through 500 in this range. Now you can see that I've got additional customers in addition to 100 to 500, but if I use some basic Business Central filters here do C00 100 to 500, what this will do now is if I go into my customer list, it will actually only show those five customers as if that's all that exists in Business Central today. So if I come into my customer list, you can now see that only those five customers appear to be existing in my database. You can see that there's no filters over here that somebody can clear out to see the rest of the customers, those things are all happening behind the scenes. And again, these customers will be the only five customers that appear to Ben when he's logged into Business Central. So let's go back to the advanced user management setup window here, and we'll show you some of the other filters. So again, customer is just one example of what can be utilized in order to further narrow down the data set that the user is seeing. So this extension functions as additional security around certain data points and data fields within the system that is not currently available in the base code of Business Central. So we see a lot more fields over here. We'll skip around a little bit. The vendor is going to be almost identical to what we saw on a customer level. If you filter for a range of vendors, you can either do one vendor, multiple vendors in a range or non sequential vendors by using the pipe function. Again, all out of box Business Central filters would be used here to select data that is going to be restricted at a user level. If any field is left blank, basically there'll be no restrictions on that field. So everything besides customer right now would continue to be wide open, assuming that this user has access to those functions, just out of box Business Central security setup. If we look at things like the salesperson and the purchaser, which we can see here, if I were to narrow that down to just Ben, now Ben would only be able to see things that are associated with his salesperson code. Any other transactions in the system that are related to either Dave or Tammy in this case would not be surfaceable within Business Central, again, because of these filters. Let's get rid of that one. We've got six different dimension fields. So we got sales global one, global two, purchase global one, global two, and general ledger global one, global two. So what this is going to do is it's just going to give you a dropdown list of the dimensions you currently have in the system. So let's say I want to go admin sales. In this case, if I was on a sales transaction specifically, because this is doing sales transaction dimension one, Ben would only be able to see those sales transactions related to the admin sales department or global dimension in this case. Again, global two, purchase global one, global two and general ledger global one and global two will work exactly the same. Based on the module you're in this will filter down the data that user is able to both access and see from a view perspective as well as enter into a new transaction. So if I were to go create a brand new sales invoice, the only dimension it would let me tag in dimension one would be admin sales. Again, if I blank this out, it will let me do anything in that sales module. The last thing to point out before getting to the items is the general ledger account number filter. So in this case right now, again, of course I've got all my balance sheet and income statements here. Maybe Ben should only have access to revenue accounts because he's dealing with this certain record of customers in this case. So what I could do is I could again put a filter and what this filter is now going to do if I go into my chart of accounts, let's refresh again, when I go into my chart of accounts, every other account will appear as if it does not exist in Business Central and it will only show us those revenue accounts that we just selected in that filter. So again, as you can see here, my data set is filtered down quite a bit only to that range that I'm looking for. Finally, we'll go back into advanced user management setup one last time and take a look at the last two fields, which are both related to inventory journals. So let's go back one step. We got to make sure that the activate item journal is turned on in order to use these functions. If so, we can do two different things here. The first is just a toggle a yes or no, on and off, can post inventory journals. So if this is is selected to be on, then the user will be able to post those inventory journals. If it is off, they will not be able to post inventory journals. And we can also define a dollar posting limit or amount posting limit if they are allowed to post these inventory journals. So if this is on and I've got a thousand here, that user will only be able to post up to that thousand limit threshold that we have defined here. So again, if we are not using that, you can close this out and deactivate it. If you do want to use it, just make sure that it is activated here and that in the user setup, you define it in these two fields here. So that's a little bit about our advanced user management extension and the setup that goes on behind the scenes on the advanced user management setup. Again, there's a lot of great functionality here that extends base code of Business Central. Some of the main use cases, again, are restricting user views to only a certain range of customers that they're dealing with, potentially restricting users to a set of dimensions that they're associated with. For example, a department, like we talked about. Restricting user views to GL accounts that they're associated with. The example we went through here was only the revenue accounts that customer or that user is associated with. And then another use case that we've seen a few times as well is allowing your customers to actually access Business Central and view their customer records. So for example, if I were to clear this out, you could potentially give alpha generators access to your Business Central instance, and only give them access to sales activity. And by narrowing this field down to just the customer, they could actually log in and use it as a quasi customer portal. So a lot of great functionality was covered today in this video. If there's anything you'd like to see in future releases of this extension, please feel free to reach out with those suggestions. If you'd like any training or have any additional questions on the extension itself, please feel free to also reach out to our team, we're happy to help at any time and we look forward to hearing from you. Thank you.

What table do you include to enter the assets' acquisition cost and current accumulated depreciation. I understand everything you covered and followed those instructions; however, I don't see in any of the tables where you would define the acquisition cost of an asset or the accumulated depreciation at the time of migration.

p̳r̳o̳m̳o̳s̳m̳ ❣️

You should add more videos on Business central, the first one i found with clarity

Good clear instructions! Congratulations, you are a great communicator.

Great content!