Web Client - Accounting - Chart of Accounts, Banking, and Manual Postings | Wednesday, 8 July, 11:00 am BST
- Logging in to web client
- Chart of accounts view
- Manual journals
- Processing BP payments
- Question time – your chance to speak with and ask questions to our expert
Saltbox Automations - Creating Invoices From Open Deliveries | Tuesday, 14 July, 11:00 am BST
- Introduction to Saltbox
- Landing page and helpful links
- Project
- Setting
- Connectors
- Assists
- Workflow
- Setting
- Trigger
- Designer
- Files
- Messages
- Creating a new workflow
- Setting up the trigger
- Creating steps
- Running the workflow
- Good data - successful run
- Bad Data - failure
- Error handling
- Error trace
- Different options for error handling
- Question time – your chance to speak with and ask questions to our expert
Web Client - Customisation Tools and Analytics | Thursday, 10 September, 11:00 am BST
- Exploring user defined fields, tables, objects, and values
- Using filtered lists in customised fields
- Customising fields with formulas
- User defined values
- Discovering analytics/tables (tool and card views)
- Creating KPI and tiles
- Question time – your chance to speak with and ask questions to our expert
Additional SAP Business One Objects - Creating UDT/UDOs and Analysing Data | Tuesday, 22 September, 11:00 am BST
Lumiya - Invoice Automation | Thursday, 1 October, 11:00 am BST
Sharperlight - Simplicity, Creating a Consolidated Report | Tuesday, 13 October, 11:00 am BST
- Introduction to Sharperlight
- Understanding the Sharperlight query builder
- Simplicity in report creation
- Creating a consolidated report
- Exporting and presenting reports
- Question time – your chance to speak with and ask questions to our expert
SAP Business One - Setting Up and Handling Warranties Post-Sale | Wednesday, 28 October, 11:00 am GMT
- Contract Templates
- Setting Up
- Serial
- Customer
- Item group
- Setting Up
- Service Contracts
- Setting up
- Customer Equipment Card
- Setting in general settings
- Creation
- Auto-creation on delivery notes
- How to view created equipment card
- Further transactions and impact
- Status
- Question time – your chance to speak with and ask questions to our expert
Web Client - The Production Process | Thursday, 5 November, 11:00 am GMT
- Production process workflow
- Bills of materials management
- Resource management
- Production orders
- Issues to production
- Receipts from production
- Process maps
- Question time – your chance to speak with and ask questions to our expert
SAP Business One - Mastering an Activity | Tuesday, 17 November, 11:00 am GMT
- Decide how and when to use activities
- Create types and subjects
- Creating activities
- Creating follow up activities
- Calendar view of activities
- Activity reporting
- Question time – your chance to speak with and ask questions to our expert
SAP Business One - Importing Items and Prices | Thursday, 19 November, 11:00 am GMT
- How importing tools work
- How to work with importing templates
- DTW vs. import from excel process
- Relationships between templates
- How to create templates for items and prices
- How to manage full items and price imports
- Question time – your chance to speak with and ask questions to our expert
Web Client - Recent Features | Thursday, 3 December, 11:00 am GMT
Finance - Year End Essentials | Wednesday, 16 December, 11:00 am GMT
Join us on Wednesday, 16 December, 11:00 am - 12:00 pm GMT where we'll cover:
In this session we cover:
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How to be prepared – creating posting periods
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How to manage posting period status and auto-change to closing period
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Month-end closing
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Year-end closing
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Recurring postings
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Recurring transactions
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Question time – your chance to speak with and ask questions to our expert