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May 2nd, 2024
The benefits of moving your business solution to the cloud are numerous and worth reiterating periodically if you’re considering switching to an online business solution.
There are many advantages to choosing a cloud-based business solution, and it is worth repeating them regularly. In the cloud, you have the opportunity to scale your business solution more easily and to adapt it cost-effectively according to your needs. You can smartly add or remove functionality, users, and more. For instance, if you need to…
And so on.
With an online business solution, you will always be updated with the latest version, meaning you never get stuck in an old version. Your business solution is upgraded automatically twice a year at no extra cost, saving you both money and time. This means you get all the new improved features with each version and always have the latest on the market.
Concerned about security? The safest place for your business is in the cloud. By choosing Microsoft’s cloud products, you can trust that resources are dedicated 24/7 to maintaining the highest possible IT security for you.
Another advantage if you choose Microsoft’s cloud application Business Central is that it is part of Dynamics 365 and thus shares the same database with many other smart apps. You then connect your ERP system with apps for CRM, marketing, customer service, or follow-up, and information is synced between the applications. Smart AI technology is also built into the systems.
It doesn’t matter if you have a small or large company, the cloud is suitable for everyone. Everyone can take their business to the cloud. If you are currently using an old version of NAV or Business Central on-prem, we are experts at moving you to the cloud. We have all the tools to help you, and we have done it many times before with our clients.
Learn more about our Business Central Start package.
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April 24th, 2024
We present the latest updates in Dynamics 365 Business Central as part of the Wave 1 upgrade. Below are four of the newest features and updates in Business Central.
When an error message appears, BC24 provides the option to directly navigate from the error message to the table where the error needs to be corrected. For example, if an account is missing in the currency table. There is also the option to share the error message on Teams or via email.
At the account level, a sub-table can be activated that retains information about the amount in the original currency, allowing the account’s total to be revalued to a new exchange rate, similar to the function available for bank accounts and accounts receivable.
In several parts of the system, it will be possible to chat with the co-pilot to find information or ask questions about functions and how certain tasks should be performed.
In BC24, it is possible to add multiple files in the drag-and-drop function.
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April 11th, 2024
Did you know that you can easily set up automatic printing of a standard body text when an invoice is emailed from the program? Here, we show you how to insert a general company text that accompanies when you send an invoice via email.
Start by composing your standard text in a Word document.
With this setting, you can streamline the process and avoid having to enter the same text every time you email an invoice. For example, you can include your signature in the body text to automatically add both text and signature.
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April 4th, 2024
Did you know that you can add Extra Texts to your items that automatically print out, like a comment line under the item when you pick it up on a sales invoice? We’ll tell you how!
Go to the item in the item registry and navigate to Related – Item – Extra Texts to enter the information that will be printed out. You also need to check the Use Extra Texts box on the item card if you want them to automatically print out as soon as you, for example, pick up the item on a sales document.
By adding Extra Texts to your items, you automatically get additional information without having to keep track of it yourself.
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PrintVis is an industry-specific solution built on the Microsoft Dynamics platform, tailored to meet the unique needs of the graphics industry. By seamlessly integrating PrintVis with Microsoft Dynamics Business Central, you gain access to a robust business solution with enduring capabilities. With PrintVis, you can effectively manage specific details within graphic production, maintaining control over the entire lifecycle of print jobs, from estimation to delivery.
To drive your business successfully, it’s crucial to have a grasp of your production process, inventory management, and invoicing, preferably within a unified system. In this post, we will delve deeper into how PrintVis addresses the challenges faced in the graphics industry.
Estimation and Quotation – Save Valuable Time
PrintVis simplifies the estimation process through a user-friendly setup, allowing you to estimate various jobs using templates tailored to your common inquiries. Utilize standard templates for quotation requests; even if the quote requires different options, you can easily assemble your quote with a few clicks. Standard templates provide essential pricing information during estimation, automating the process and ensuring no crucial details are overlooked. Proper pricing with PrintVis enhances competitiveness, increasing your chances of winning orders. The system provides assistance in estimating the financial aspects of a job, including total, direct, and overhead costs, enabling you to arrive at an optimal sales price and avoid losses on undertaken jobs.
Case Management
The case manager serves as a tool to administer orders and assist daily operations, providing full insight into ongoing and completed jobs. Track deadlines, delivery dates, customer information, job history, and more. Identify jobs in the quotation stage, approved projects, and those currently in production. Assign different parts of a job to different individuals, ensuring comprehensive task management and preventing any job from falling through the cracks.
Planning and Scheduling
Save time and enhance efficiency by automating job scheduling in PrintVis. The system includes a built-in feature to automatically schedule jobs when a new order is placed, generating an optimal production flow proposal. If manual scheduling is preferred, PrintVis offers flexibility to accommodate your needs.
Inventory and Procurement
To optimize your resources and capacity, accurate forecasts of stock levels are crucial. With PrintVis, you can monitor when inventory balances are likely to drop, impacting cash flow due to items remaining in stock for extended periods. Reliable inventory information, coupled with precise forecasts, enables you to maintain stock levels for optimal operations and increased profitability. PrintVis streamlines inventory management, minimizes waste, and ensures efficient utilization of existing stock.
Calculate Costs and Invoice Intelligently
PrintVis provides comprehensive insight into both current and historical jobs. Compare quotations with actual job consumption to evaluate accuracy. Analyze job costs and profit margins, utilizing this information iteratively in your business system. With a deeper understanding of costs and influencing factors, you can enhance revenue generation. Invoicing is seamlessly integrated with estimates, consumption, and total job costs. Access the right information to effortlessly create invoices with a single click, generating them from quoted prices, final order prices, or actual job costs. The system accommodates various invoicing methods for different products, ensuring flexibility to meet diverse invoicing requirements.
Financial Management
In this realm, PrintVis offers versatile options for effective tracking, allowing easy customization to align with your operations. Seamlessly add fields, tables, and user-specific menus. Establish business rules such as payment terms or discounts for individual customers and suppliers. Analyze based on various criteria like profit, cost centers, departments, regions, products, or other relevant aspects. Share reports online or via email, keeping management, colleagues, partners, or stakeholders informed about business developments.
What Sets PrintVis Apart from Other Business Solutions?
PrintVis distinguishes itself by being on the market for over 20 years, continually developed by skilled specialists in the printing industry to meet market demands. One primary reason to choose PrintVis is the strength, security, and longevity provided by certified Microsoft products. With the backing of a resilient brand and products that have propelled companies worldwide across various industries, you can confidently choose PrintVis for your business.
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Making the move to a cloud based solution will be fun and exciting with the right preparations. Preparing your business for the move to a cloud based system is a strategically important process that requires detailed planning and involvement of the whole organization. Below you’ll find 10 guiding steps that will ensure a smooth migration to the cloud for your business.
Being well prepared for changing a business system is undeniably an important part of
the project. By being educated and knowledgeable about the process of moving to a
web based business you create the best conditions for a speedy, smooth and
successful transfer.
Start your journey to the cloud by conducting a thorough analysis of your existing
system and the current business environment. This will help you clearly define areas of
improvements and the specific needs of your company. Later, this can be discussed
with your new partners who will provide input on how these areas can be streamlined in
your new business system!
Put together a dedicated project group with key employees from different departments
of the company. A cross-functional team will provide a holistic view of the company’s
needs and ensure a broad understanding of the moving-process.
Create a detailed implementation plan which includes clear timelines, resource
allocation and specified milestones. Identify potential challenges and develop strategies
to manage them efficiently. The important part is having available resources during the
process since a business solution shift is extensive and must be a recognized priority
for the entire organization.
If your company’s current system uses any adjusted solutions, make sure these are
seamless and compatible with your new cloud based project. Perhaps your new solution
can provide you with better, more cost effective alternatives? By making the necessary
adjustments you guarantee a seamless transition.
Thoroughly review and clear your current data to ensure high quality. Plan and carry out
a smooth conversion of data from the current system to your new cloud based product
to avoid loss of any important information. If your current data is of poor quality then the
data in your new system will unfortunately be faulty as well. In this case, perhaps you
should consider a fresh start instead of a migration? If you prefer a fresh start, transfer
necessary registers but leave the old data and start over!
Make sure your employees are sufficiently prepared by providing extensive user training
for your new product. This includes familiarizing with new functions, interfaces and
understanding of improved processes. Find out if training is something your new partner
offers in the actual onboarding process.
Before the migration to a cloud based business solution it is important to test the system
in order to discover and fix any potential issues. Involve users in the test process to get
feedback from employees and make sure the new system meets their needs.
Consider carrying out your migration in a step by step fashion in order to minimize
potential hiccups in the business. Start with smaller critical areas and examine the
results before you move on to any core processes. Discuss how your current operations
will be affected during the transfer with the partner helping you.
Examine and implement necessary security measures in order to protect the company’s
sensitive data and business information in the cloud based environment. Find out what
security applications your new product provides and what other services regarding
security your new partner offers.
After the implementation it is crucial to continue monitoring the system’s performance
and collect feedback from users. Be ready to make improvements and adjustments to
make sure the system continues to meet the requirements of the company in the best
way possible.
By following these steps you create the best conditions for a smooth and successful
transfer to your new online solution, while at the same time ensuring a positive and
supporting environment for your employees.
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February 29th, 2024
Business Central has several features that facilitate work for those in warehouse operations. Here are some examples:
A complete inventory management module that makes it easy to handle inventory processes. You can track inventory status, manage shipments, and receive goods efficiently. It’s also possible to manage inventory locations and configure them according to your needs.
There are several automated processes that ease inventory management – For instance, you can set up automatic reorder points for goods so you never run out of stock. You can also use automatic invoicing to quickly generate invoices based on inventory transactions.
In Business Central, there’s an inventory management module that simplifies handling inventory transactions. Here, you manage your items with features like inbound and outbound deliveries. And you can create picking documents, generate packing slips, and even manage return orders. You can also track serial numbers and batch numbers for goods, which makes it easy to manage traceability and quality control.
There are also a number of analysis and reporting tools that make it easy to monitor inventory status and make improvements. You can generate reports on inventory turnover rate, inventory levels, product categories, and much more. You can also use Power BI to create custom reports that suit your needs.
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February 21st, 2024
If you work with many companies, you know that establishing an efficient workflow can be challenging. Here are the four most common problems that companies experience when they operate as a conglomerate.
For companies where few individuals are responsible for accounting in many companies, administration can become an extremely time-consuming task, leading to significant costs in the long run. Where does all the time go? It goes into performing repetitive tasks such as invoicing, payments, report generation, reconciliations, and searching for and collecting the right information across multiple companies, every day.
What’s the problem? Well, in most basic business systems, you can’t get a solution that matches the way you work. Having a clear financial overview is challenging when you have multiple companies and a wealth of financial information. This is a common problem for businesses like real estate companies, accounting firms, or other companies with this type of corporate structure regarding accounting and reporting.
This is probably the most common problem. The core business has grown, and the financial system can no longer handle the needs of efficient financial management and reporting within the companies. The financial information has become too extensive, and there are too many companies and surrounding systems. Amidst all these IT systems, you need a business system that can bring the accounting together. It needs to be robust and competent to handle many integrations and transactions daily.
If you’re responsible for accounting, you need to ensure that nothing is forgotten and that things happen on time. Payments need to be made, reports need to be submitted, reconciliations and tax filings need to be accurate, all while managing invoicing. If you have many companies, how do you keep track of which actions are most urgent? How do you find where to make that depreciation entry without logging into each company?
Often, there is a vast amount of business data in companies with this corporate structure. For example, in the case of real estate companies, there is property information, tenant data, lease agreements, maintenance information, and financial data that need to be managed, stored, and analyzed. Can your current IT system consolidate all this and provide you with a solid foundation for analysis?
The right system support is needed to generate reports and charts that assist you in making informed decisions. Business Intelligence tools like Power BI can collect and compile data from various sources, which is the solution to this problem.
To stay competitive, it’s crucial to invest in a business system that continually evolves. Since your IT systems are critical for your operations today and should also support your business’s future development, they need to be prepared for the future. Everyone is talking about AI, and even if you’re not using it now, your system provider should actively work on integrating AI technology into your business solution.
In tough times, it’s even more important to use the right system support to streamline daily tasks related to accounting, control, and monitoring. With Business Central multi-company solution, you get a powerful financial platform with a clear financial overview to rely on. It’s a solution where you can manage and work with your companies from a single view. You can further enhance it with smart monitoring to make the right strategic decisions that fit your current operations. It’s delivered securely in the cloud.
February 15th, 2024
Working efficiently is essential when you have multiple companies. Our multi-company solution provides you with the right overview and manages all companies from a single perspective.
For those grappling with administration and accounting across multiple companies, you understand the challenge of establishing an efficient workflow. How do you keep track of what needs to be done in each company and what has been accomplished? Which actions should take priority? With a wealth of information and numerous companies, the right support is crucial to streamline your daily tasks.
The key is to maintain a good overview and feel that you have control over the performance of your companies. Moreover, you must rely on your business system to be competent enough to handle a growing business with an increasing volume of data – this is essentially a necessity.
Business Central is a fundamentally robust system designed for businesses ranging from simple to more complex operations. With Business Central, you can handle everything from a single transaction to millions of transactions per year, smoothly navigating between different companies within the system. It also supports both Swedish and English as languages.
There are ample opportunities to integrate Business Central with other IT solutions, making it perfect if you have surrounding systems with industry-specific information but need a strong financial engine to ensure accurate bookkeeping.
With our multi-company solution, you not only get an overview of your companies but can also manage them from a single view. Plus, you only need ONE login. Access the key metrics you consider important from your dashboard. This way, you can easily take action when you notice any discrepancies or urgent tasks. You save a significant amount of time by not having to log into each company every time you need to reconcile or perform a task.
Today, the most secure solutions are in the cloud. With more time, money, and resources than most companies have to invest in IT security, Microsoft offers a reliable alternative. They have the resources to ensure 24/7 IT security for your cloud-based business solutions. By choosing the cloud and new technology, you future-proof your business solution while eliminating the need for in-house servers or paying for 24/7 IT support from a third-party provider.
With the Business Intelligence tool Power BI, you can monitor all your companies in one place. Get the right data to uncover trends, identify anomalies, and discover correlations within your data. In challenging times, it’s even more critical to track your operations to ensure you’re investing in the right areas.
Few business systems providers can match the investments Microsoft is making in their products. They’re making significant strides in AI, aiming for it to be an integral part of their business solutions moving forward. In Business Central, the AI technology Co-pilot is already launched and ready to assist in streamlining your daily tasks.
When you choose Microsoft’s business solution, Business Central, you never have to switch systems again. You get a lot with Business Central, and you can also expand it with additional components within Dynamics 365 or Microsoft’s product portfolio to create your ecosystem. This could involve tracking, CRM, AI, or other automated workflows to streamline your operations. The interface is familiar, and it can integrate with other products from Microsoft 365, such as Outlook or Excel. Our new multi-company solution is tailored for those working with multiple companies and looking to enhance efficiency.
February 8th, 2024
Curious about how a cloud-based system can enhance your business? Click in and read about some of the advantages!
Working with a cloud-based business solution has become an obvious choice for many, considering the advantages that come with cloud-based systems. We already have more than half of our clients in the cloud, and an increasing number are realizing the opportunities of working online. Join the trend!
Below, we highlight a few of the many benefits of working in the cloud, as opposed to a locally installed product.
With the cloud, leverage the ability to scale your business solution. Add users, remove users, add functionality, remove functionality. Customize the solution quickly and smoothly with apps that can create the platform perfect for your business.
The option to access your business solution from different locations has proven invaluable, especially in recent years when the pandemic unfortunately restricted work outside the home. Even as we return to a more normal routine, the advantages of remote work persist. Make this possibility permanent with a cloud-based business solution!
With Microsoft’s cloud-based ERP product, Business Central Online, you get a business solution that is upgraded twice a year at no cost by Microsoft. This means you can avoid investing time or money in long and complex upgrade projects and let someone else handle the job for you. Say goodbye to old systems that neither evolve nor meet technical standards!
Thanks to automatic upgrades, you never get stuck with outdated technology. Enjoy new improved features with each version without really having to think about it. Whether it’s changes in laws and regulations or new embedded AI technology, stay ahead and take advantage of the latest technology.
A misconception some have is that it would be safer to manage operations and servers in-house. Cloud service providers have extensive IT security departments with larger budgets, more personnel, and generally higher expertise in IT security than a “regular” company. They have staff dedicated to maintaining the highest possible IT security, something smaller companies may not have the capability for. We believe having your business solution in the cloud is safer than managing operations and security in-house.
With a solution in the cloud, you can create a platform with endless possibilities. In a relatively straightforward manner, you can connect all aspects of your business and create a world-class system. This means advanced solutions are not exclusive to industry giants; smaller businesses now have the opportunity to compete with similar technology at a reasonable cost.
Because it’s easier to be mobile, flexible, and scale your system with a cloud solution, businesses can be more agile in responding to changes in their environment. You’re never stuck in something static; together with a cloud-based business solution, you can move dynamically in sync with your surroundings.
Are you interested in taking the leap? Reach out, and we’ll be happy to assist you.
Many companies out there are still stuck on old versions of NAV or on-premise versions of Business Central. We still have a few customers left to move to the cloud. NAB was early to realize that the cloud is the future, and Business Central Online is the best business solution. Continuous updates, accessible anywhere, and fully integrated into Dynamics 365.
Together, we plan what we call the delivery week to ensure you get up and running quickly and securely. We stand by your side to guarantee that you feel ready when it’s time to kick off! We also have an e-learning platform to help you become experts in Business Central Online!