Permission to Remove Opportunities
Sales or purchasing, opportunities are very useful for managing and tracking the activities before signing the deal. Yes, they don’t result in journal entries nor affect the inventory or financial reports, but still – all the data recorded in the opportunities is highly valuable for the business, especially for maintaining the relationships with customers and […]
Read-Only Users Can View Change Log
Change is the only constant in life and… when it comes to business – tracking changes is highly important. The change log enables authorized users to access previous versions of a given record and view the changes made in each version: Authorized users? Yes, similar to most features and functions, accessing the change log of […]
Emailed Document? Check the Status!
For many of us sending files by email is the preferred way of transferring documents to recipients – it’s fast and easy – you don’t even have to get up from your chair… following the increasing usage of email in businesses, the ability to track it and follow up becomes more and more important. To […]
Export Payments & Deposits as PDFs
It works for quotations, orders, invoices… many of us can’t even think about using any other form for transferring documents, and let’s not mention paper… yes, of course we are talking about PDF! With the continues increase of PDF replacing hard copies, and the ongoing adoption of the PDF as a valid form for official […]
Check the Check Balance in One Click
Electronic payments in various forms are becoming more common than ever – no doubt that we are on the fast track towards a world without money (as we know it). But, until coins and bills become collector items, cash and checks are still valid payment means. If your customers are paying for goods and services […]
Microsoft 365. Now in The Web Client!
From simple lists to complicated reports – we all use spread sheets. So basic and yet so powerful… no wonder that exporting data to spreadsheets has become a standard feature. SAP Business One has been supporting export to Microsoft Excel since forever and recently the option to export from the regular client to Microsoft 365 […]
Refresh Reports with Fresh Data
Remember newspapers? Not the websites or the news apps – the ones made of paper. While holding a real newspaper in our hands may fill us with sweet nostalgia or a sense of guilty pleasure, there is always a pinch of frustration – the news are not new anymore… A bit like looking at financial reports […]
Now in the Web Client! Choose Layout
Yes, we gave up printing (from all of the good reasons of course!), but we still need to review our documents – especially official ones, or the ones meant to be sent out, such as sales quotations. For this purpose exactly most of us warmly embraced the “Preview” option. It allows you to review the […]
New to Web Client? Try Web Assistant!
The Web client is part of SAP Business One 10.0 delivery, allowing you to use it side by side with the regular client and familiarize yourself with the modernized user interface, new features and new ways to perform your tasks. Although when using the Web client all the actions are recoded to the same company […]
More Flexible CFL on The Web Client
Have you ever assembled a puzzle with thousands of pieces? Puzzle fans have all kind of methods to sort and group the pieces before they actually start to assemble – by color, divided to frame and center, etc. This way they find the pieces they need more efficiently. Similar methods may enable you to find […]