Posts Tagged ‘Templates’

A Recap: SmartConnect Excel Templates for Business Central

We’ve been mentioning it for a few months – that it just makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! Since January we’ve shared a series…

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Tech Tuesday

Tech Tuesday: Templates for SmartList Builder, Excel Report Builder, Navigation List Builder and Extender

While it is widely known that eOne has templates available for use with SmartConnect, it is not as commonly known that eOne also has templates that can be used with the other applications such as SmartList Builder, Excel Report Builder, Navigation List Builder, and Extender. For this Tech Tuesday article, I thought I might highlight…

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SmartConnect Journal Entry Pack for Business Central

The Template Thursday posts from the last few months have shown how easy it is to use the Business Central Excel templates.  Sometimes the most difficult part of using the templates is the initial set up.  If you purchase the Journal Entry Excel Template Pack, you can let us do the most difficult part for…

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SmartConnect Office Hours

SmartConnect Office Hours Recap for March 15th, 2019

Thanks for joining the SmartConnect Office Hours last Friday, March 15th, 2019.  Here is a quick summary of what we covered:Our topic for the day focused on GP Excel templates. We focused on the set up from start to finish and did a basic review on how to run the map.Some of the questions asked included:  How was…

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SmartConnect Purchase Order Template for Business Central

It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution!Our Purchase Order template lets you do something ‘Edit in Excel’ could never do; import a…

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SmartConnect Purchase Invoice Template for Business Central

It makes sense:  accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! Our Purchase Invoice template lets you create purchase invoices without ever leaving Excel!  Because the…

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RM Apply Detail SmartList Builder Template

The RM Apply Detail SmartList Builder setup is designed to return the Receivables Apply Details for Microsoft Dynamics GP.  It will return the apply details for all posted RM transactions.  The script that is used in it is courtesy of Victoria Yudin via VictoriaYudin.com with only minor changes to make it work in SmartList.  Thank…

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SmartConnect Sales Order Template for Business Central

It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! Our Sales Order template makes creating Business Central sales orders quick and easy. With…

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SmartConnect Sales Invoice Template for Business Central

It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! Our Sales Invoice template lets you do something ‘Edit in Excel’ could never do;…

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SmartConnect Sales Journal Template for Business Central

It makes sense: accountants love Excel and Business Central is for accountants. Out of the box, Business Central offers ‘Edit in Excel’ functionality but it just doesn’t cut it for most users. Thankfully if you own SmartConnect, we have a solution! We made our Sales Journal template easy to use and easy to customize. A…

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