Watch our webinar to find out more about the new and updated features in the Business Central 2022 release wave 2 and find out how these enhancements could help you and your business.
Transcript
What’s new in Business Central 2022 Wave 2
0:03
Good afternoon, everybody, and thank you for joining us today for our Webinar on What’s New in Business Central, Wave 2 2022. So, as always, it is myself Danusia Jolliffe Marketing Director here at TVision during the webinar again, and also, my colleague, Ian. Could you advance the slides please. If you have any questions, please do put them in the question box. Likewise, in the chat, I will be monitoring that throughout. At the end of the webinar, we’ll send you the recording link so you can watch it back, or share with any colleagues who weren’t able to attend today. And I know a number of you would have already been receiving e-mails from my colleague talking about the wave. So I know everyone’s ready. It’s coming.
Webinar agenda
1:01
So, I’m just going to dive right in. In the second update, it is going be talking about switching companies, and that’s something that a lot of you do. Also, we’ll mention the tax dates for VAT, posted and unposted document lines, Excel layouts and reporting, and the look and feel of BC, and that’s quite big change.
1:33
We had a business wide meeting and discussed which of the things that are coming up functionality wise, would be of interest to you, our clients. There is a lot of other functionality changing, and I’ll share the links at the end.
2:04
And hopefully everyone can see that screen. Yes, as Danusia said, you should be hearing from Tessa, if you haven’t already. And it is really important that you test these changes. Make sure that they work for you and do it as quickly as you can. Because Microsoft do limit the amount of time that we have to roll these things out.
2:27
It’s to your benefit. There are some nice features in here. Some of them, I think, going to really enjoy this time around. So, the first one Danusia mentioned, was the switching companies.
Switch companies
2:38
So, in the past, you have your company badge over here if you want to change companies.
2:45
You click your gear icon, go to my settings. You can change companies. That badge has now moved.
2:51
Get up here, it tells you which company, and if you click on the picture, you can link between the companies in this environment, and if you’ve got more than one environment, which you will all have more than one, it will list your production environments with all the companies that are available, then, your UAT for your testing, with all the companies that are available, and you can select any one of them.
3:20
You don’t have to start coming up to the address bar and changing the address. It will just do it for you across all your environment if you already had a personal comment.
3:30
We have just had a question come in. Someone asked: Can you restrict the access across the various companies, depending on if people are using system? Yep, certainly. The access control that you currently use is still valid. That hasn’t changed. So, within any of those companies, you can go to the Users page.
3:50
You can set up the access, and you can restrict them to say, in this company, they’re allowed to do anything in that company that got read only access. They’ve got no access to the third company, et cetera.
4:01
So, if they don’t have access to a company, it just won’t appear in this list for them to even click on.
4:07
So, you can restrict people to access. Especially if you don’t want people playing in the sandbox where you test something you can make yourself. Then only one person has access. I’m just going make it much easier for you. And setting up that badge, it’s something that you go do in the company information page.
4:30
So, I’m just going to search for Company information, and at the bottom of the company Information Age, you will see where you set up your badge, offset, like, same wave. There it is.
4:42
And it’s a good idea to set this up and do some kind of colour scheme, so, from our production environments, I’m using a light green, so it’s pretty obvious. I’m in a production environment, maybe for my test environment. I do it in blue, for my support environment. I do it in red, so that people know they shouldn’t be filling in those environments, if they do exist.
5:03
So, set up those pages and use that switcher.
Tax dates for VAT
5:08
The second one and we have quite a few customers who’ve asked is already about doing things like this is VAT.
5:15
So, in some jurisdictions, the date that you report your VAT is not necessarily the posting date of your sales invoices, purchase invoice.
5:25
Maybe it’s the document instead, you have to use all the delay that you receive delivery of the goods.
5:31
Now, this has become possible in this new release of Business Central.
5:36
There are a few places where you can influence this.
5:39
One is on your general ledger setup, and within your general ledger setup, you will start noticing there’s a lot more options that you’re starting to get up here.
5:52
And one of them is your default. That date, at the moment, it’s the same as the posting date.
5:59
So, if I create a sales document or purchase document, the next day is going to be posting date, I said.
6:06
But you could change that, and you could default it to use that documented instead.
6:11
So, if you’re in one of those jurisdictions that uses document date, you can set that up to happen by default.
6:20
It goes even further than that. So, when you’re on a sales document or a purchase document, I usually demonstrate sales documents to a purchase or sale or purchase orders and hope that point to purchase order yes.
6:38
So, within a purchase order, if I want to use event date, that’s different to the one of the systems is giving me by default. I do apologise for my system being slow.
6:51
So, you can see it set it to be the same as my posting date.
6:55
That’s how I got it set up in the general ledger setup.
6:58
But maybe I don’t want to report this VAT on the eighth of the fourth, I can type in a different date.
7:07
So now, when I post this document, the postings to the general ledger will happen on the eighth of the fourth event, will be recorded on the ninth of the fourth.
7:17
So, that’s going to pull through onto my next statement. It’s going to pull through if I’m using MTD into my MTD system.
7:25
It will get your events in the correct period, so you can change the event date, and I know that’s something people have been wanting to do and it’s not just on your purchase orders, sales orders, purchase in Sales Invoices, Credit, Memos. It’s even on a journal. So, if you do your recording of sales and purchasing on a sales journal.
7:54
And you now have within sales, journals, extra column. That you can specify the event date for this posting.
8:05
So, even on journals, you can now specify that there is difference to your posting did, which is a very nice new feature.
Search posted/unposted document lines
8:14
And another really nice feature, especially for those companies who are buying and selling goods, such as a wine customer, quite often, you’re creating a sales invoice and it says you don’t have enough stock.
8:26
But you know you do have stock, maybe it’s already on a different sales order or additional sales invoice, you now have the ability, instead of going through all of your orders to try to figure out which one.
8:39
You can go and search, sales lines, or purchase lines. It will give me all the lines on all of my open sales documents.
8:51
So, I can see I’ve got an order here with two lines on it. So far as looking where items are done limps. Oh, I’ve got one over here.
9:01
I could filter this list and find out which other sales documents have Amsterdam lamps on them.
9:08
So, very nice way to find out where is some of the stock that you’re looking for.
9:13
You can search your sales lines.
9:15
You can search or purchase lines, and it goes even further than that, you can even search post documents, so instead of going to your post sales orders close to purchase or sorry, posted sales invoices, purchase invoices. You can now go and look at posted purchase lines.
9:37
You can go and see purchase receipts, purchase invoices, purchase credit e-mails, and you can actually go and look at the lines that have been posted instead of a list of documents that you have to drill into. So, here’s all of my different documents.
9:56
With everything that was received on those documents.
10:00
And so that’s a really good way of searching to get information.
Excel layouts
10:06
Now, the next thing I want to show you is Excel Report Layout. This is sort of thing that was introduced in the previous Wave release.
10:16
We mentioned it, but this time, I’m going to give you a demo of how it works, because there are some other nice things that have been added, as well.
10:24
So, let’s say, part of my job, I need to get a list of vendors. I download it to Excel every month.
10:32
I do something with it in Excel, and I create a report, which I give to my manager.
10:39
We can automate this task, so you find that the report that you want to run. I’m just going to run to find the listing.
10:47
It could be aged debtors or something like that. I’m just going to deal with a nice, simple report, Vendor list.
10:55
You’ll notice a new option is being added here. We’ll come back to that.
11:01
I would do my Filters; I can preview or print as I would normally do.
11:07
I’ll send to this time, I’m going to send this to Excel as data, or data, depending on your accent. So, that’s going to create a report for me.
11:19
When the report is finished, it’s going to open Excel, and I’ve got a row of the data that this report used, instead of having the beautiful, finished report.
11:32
But the nice thing is, once I have that, I can do stuff with it myself with all the information that I would expect. And when the numbers, names, addresses that balance, etc. Maybe my monthly report, I do a pivot table, or I insert a chart or something.
11:50
Let me go and do that here on this download. So, I’m just going to insert pivot table.
11:57
And I’m just going to put anything. Any vendor number on the rows, maybe. Perhaps.
12:12
And there’s a balance in here somewhere. Not quite sure where it is.
12:17
Balancing local currency. I’ll put this in my report. So, I build my report as I normally would.
12:25
When I’m finished, I save this, and I’m going to do a Save As, just to be safe.
12:33
And I will save it to my desktop. Now, I’ll be able to find it.
12:38
Mmm.
12:48
Now, I can come back into Business Central.
12:53
And if I go and search for import layout.
13:00
Watch my spelling.
13:05
Yeah, Import layouts.
13:10
And I can find my vendor record somewhere down this list.
13:16
Can you search we can use filters.
13:22
Yep, there’s my vendor list.
13:24
What I can do, I can put this on, and I can say, let’s have a new layout for this report.
13:32
I’ve given it a new name, I’ll just call it Ian, and it’s an Excel layout, and it’s available for all companies or just for this company.
13:42
I say, OK, it’s kind of sweet.
13:45
Choose where this report is coming from, saved it on my desktop. Open this up, now I have two different versions of this report.
14:02
So, next month, when I come to run my vendor list. I get the option here which layout would like to use? And I can go and use the new layout that I just created.
14:22
I say, OK, I don’t get a preview anymore because this is one that we simply download.
14:29
And again, it’s going to create an Excel spreadsheet for me. It’s kind of opening up.
14:34
And everything that I taught it about how to build this record, it’s going to remember, and it knows, and it’s built the pivot table industry portfolio and opened it up.
14:44
So, I don’t have to do this manually.
14:47
I think this is a fantastic time saver for anybody who’s creating reports like downloading information and then, you know, acting a chalk, filtering the list, building a pivot table.
15:00
You can do that next month, one click of a button, and you know, finish, because I think this is a really huge feature.
Feature management
15:11
Next one I want to talk about is feature management.
15:17
So, I did get a couple of questions about, do we have to have all of these new features, know some of them, you get by default?
15:26
You don’t get a choice, but some of them, you can turn on and off, and if you can search for feature management.
15:37
This is where an administrator superuser these are all of the new kind of features that are available. Some of them that turned on for all users by default.
15:49
Some of them have not yet been turned on.
15:51
You can, if you wish, turn them on, or some of them, you can turn off, if you don’t want them.
16:00
There is a bit of a caveat.
16:02
So, in this release, there’s an update to the way the intrastat reporting is done.
16:10
So, the existing method it produces a report, the new method produces much richer document for you to build your reports for reporting intrastat.
16:19
You can turn this on.
16:22
But once you’ve turned it on, you cannot turn it off.
16:27
So, if you choose the new version of intrastat, that you can’t go back to the old version.
16:32
So, this is where I’d say it’s really important to go to UAT testing environment. And, if you’re doing intrastat reporting, turn it on the only have a go and see. Does it make sense for you? Is this something you want to use?
16:49
If not, don’t turn it on in your online environment.
16:52
Please, there’s no way to turn it off once you’ve turned it on, and you won’t be able to go back to the old records.
16:59
But this is an area where if there’s something that you think is interesting, that’s not enabled, you can come and enable it.
Account schedules
17:08
Um, that covers what we thought really exciting features of this Wave release, but there’s a lot more in that for instance, account schedules, they have been renamed. If you search for accounts, can you wish you would find them anymore.
17:26
So, don’t worry, it’s still there.
17:32
They have now been renamed to financial reports. If you’re going into financial reports will find the same account schedules you used to have.
17:44
There’s being a bit in a tweak on how these reports, if you want to modify them or create your own.
17:51
It’s changed slightly after you do that, but it’s a much more intuitive way of working. Now. I think it’s a big improvement.
Shopify
17:58
Microsoft’s investment in Shopify, they are really putting money behind this. So, if you want to start building a web shop, have a web presence where people can view your products, order, etc.
18:10
Shopify is one of those tools, building into Business Central, easy to setup Shopify. How to integrate with Shopify out of the box, so that you don’t need to develop your own website, integrations, etc.
18:26
If you do not have a web shop, and it’s something that you’re thinking about Shopify is really one of the options that you need to consider, the easiest for Business Central, and we can help with, that. If anybody is interested, they can get in touch, and we can talk you through it, and we can help you. Yep. Suddenly, we do have one of our consultants has been playing with Shopify and in the coming weeks they will be showing all of us how we would set this up, if we had to.
Other features
18:55
Another feature that’s been added is multiple rebates to addresses for vendors. So, instead of just having one address where you send the remittance, that’s now multiple and you can choose which one you want to send it to, which is a nice little feature. Power platform. So, any of you who use Power Platform, what used to be called Flow and power apps.
19:17
Now, being renamed the Power Platform. This is the integration Microsoft are continuing to enhance, it’s now much easier to send things from Business Central teams, et cetera.
Power BI
19:34
Power BI, one of the great reporting tools.
19:36
On your home page, you can have a Power BI report in the next version, in this wave, you can have multiple power B I reports on your home page.
19:47
So, if you’ve got multiple reports, OK, you can just click on your own pitch and another one.
Menu navigation
19:54
Just to keep in mind, this is an improvement Microsoft are making but not everybody’s going to enjoy it.
20:02
It’s one of the things we have to live in.
20:05
They’re changing the menus up at the top.
20:09
So, the ones that people use more often the ones that people consistently put to the front, they’re starting to elevate them before everyone else on the assumption that this is what people want to do.
20:21
And if you go to feature management, you’ll see that was the modern test, or that’s this feature.
20:27
It’s something that you can opt in or opt out at the moment. In the future, it’s going to be something that everybody opts into. But it’s well worth turning on.
20:39
On the downside, if you’re used to clicking here and then clicking here, then clicking here, Things might move. You might have to click somewhere else to get to those menus.
20:51
So, just bear that in mind and those other places where some menus.
20:58
So, we have that conversation, I’ll say in the wave up that meeting and we’re talking about it into one of my colleagues actually sent a message saying that they played around with the modern environment. It can be switched on and off within the session. And then it reverts back afterwards. And extension menu options are retained, and it looks good. It was the comment, so you know, it’s good to try this and see what it looks like is a slight changes. He said, yeah. That’s a lot of wisdom. That’s the way forward. And it will be retaining those most used menu options, and that’s why people do change and customize it. They’re realizing that’s the important part of what to keep, and that’s what’s been artefacts. They kept and the others. I mean, if you see when looking around Business Central, Ian is always typing in the search box, or the mapping in the search box, to very rarely do I see you using a menu options. And you know, it’s always a search box.
21:54
And this there’s even some more subtle changes. So, if you look at just for argument’s sake customers?
22:05
And when I look at my customer list, you will see for some of these menus Microsoft and just change to the. So, you used to have an approval button up here somewhere that has been moved and it now appears in the Custom Menu there is for everyone.
22:24
There are a few more way that move things around that, put them in more obvious places where people have gone looking for them, instead of where they used to be.
22:33
So, again, a new UAT system, when you’re doing testing, don’t just have one person check these things, get a variety of users to have a good test system. Make sure it works for everyone, not just for one hour use. It was very happy to do it this way.
22:50
You know that salesclerk, who doesn’t like change, let them have a go, so that they can get a feel and be part of the process and buy in.
22:59
That way, you get the acceptance, happier, client base.
23:04
That’s all I wanted to give us. Any more questions at the moment. Not just now.
23:09
Perfect.
23:15
There is the summary of the functionality we reviewed. AsI said, we’re going to have the transcript of the video of this webinar available on the website, and you can share, the webinar with your colleagues if they were unable to attend.
23:29
So, just to finish up from me, we’ve got here on this last slide, some actions. So, as well as the wave information that Tessa would have been sending to you, we’ve also sent out some e-mails about access to your systems, where we need GDAP access for tickets and changes for you. And there are a number of you have already completed that and thank you. But you do try this new functionality for yourselves. And the link that is for the Microsoft site, where all the information is available, but Tessa has also created some fresh desk articles. So, they will be available for you to too. Thank you, Ian, for sharing the UR, that’s the link. Lots of information there, that can take some time to read. And that’s why we picked those highlights for you. Yeah. And if you do go, the important place to look if you follow that link is on this side where you see application.
24:26
Here’s some of the things that I spoke about today.
24:30
A little further down in reporting and user experience. Those are the highlights that you really do need to read the other stuff is more optional.
24:43
So, thank you so much for joining us today, as always, the webinar will be available on our website soon. Thanks everyone for joining. Thank you so much!
