Discover all of them
The Microsoft Dynamics 365 Business Central system implemented by us provides many features to streamline running of business. The comprehensive tool connects the management of all departments, so you can control all areas of your company. However, it is more than just ERP software – it is a system that we tailor to your needs. That is why it will work well for almost any company, regardless of its size or type of operations. You can also be sure that we listen to the needs of our customers, as the solutions we create are the answer to the problems they report. Learn more about them and develop your business together with us!
Electronic banking is a module that streamlines the entering bank transfers into internet banking and sending them. The function requires defining basic parameters used by banking software as well as creating templates and journal instances for transfers. Most banks on the Polish market often offer software that allows transfers to be entered at the company’s headquarters and sent electronically to the bank.
The electronic banking module allows to prepare transfers to the contractor’s bank automatically in Microsoft Dynamics 365 Business Central. Bank transfers can be exported and transferred as a file to the banking system.
The function also allows to import files with bank statements provided by your bank and automatic reconciliation with your system accounts.
Electronic banking in Business Central provides many useful and well-developed functions. It will streamline banking operations processes, as well as it will increase the speed of accounting operations. It is certainly the solution that will improve the quality of the tasks performed in your company and we will be happy to provide you with all the support you need.
EU-VAT declaration is the basic report to be submitted by entrepreneurs dealing with EU transactions. It is worth knowing that although it is not used to calculate tax, but to perform statistical activities, the delivery of EU-VAT declaration is mandatory and the failure to do so at a due date can result in sanctions.
We decided to automatize the process of submitting the mandatory EU-VAT declaration in Microsoft Dynamics 365 Business Central. As a result of the solution introduced by NMI ERP, the declaration is prepared using booked EU transactions. With a few clicks you will be able to create the report on your own, and in case of need we are here – always ready to guide you.
The function of customisable warehouse documents is based on document templates, where document processing rules are defined. Some default values are also defined, they are inserted in the document when it is created. Therefore, names and types of documents, numbering series, report identifiers for document printing and the types of accounting records can be defined in the templates.
The entire process is based on the execution of a few simple steps and allows to account for inventory outgoings and to define distinct types of documents used in the company. If you have any questions, write to us – we provide support in the field of ERP systems and we are ready to help you with any problems.
KiP OPTIMA integration
The integration of KiP OPTIMA with Microsoft Dynamics 365 Business Central is available for payroll preparation and posting. The function is a solution that allows to use an external HR and payroll system to simultaneously prepare and post the payroll journal created and calculated in KiP OPTIMA in Business Central. The function is entirely prepared in Microsoft Dynamics 365 Business Central, while maintaining full independence of both tools.
The payroll integration function has several key elements that define the process of data transfer from KiP to ERP system, for instance definition of database connection parameters, import and update of employee list, payroll components or payroll list.
Data is extracted from the KiP OPTIMA database and imported into the relevant structures, prepared in MS Dynamics 365 Business Central. The OPTIMA database access parameters and SQL user data required for this process are defined in the general ledger settings of the ERP system. To ensure security, we suggest that access to the tables in Business Central storing data imported from KiP OPTIMA should be restricted by the administrator with appropriate rights.
Referring to the payroll journal to be created, it is worth knowing which solutions are responsible for its correct preparation. These include functions:
- Allowing to define accounting schemes, where you specify on which accounts and on which sides the various elements of the payments are to be recorded.
- Allowing to match defined schemes with imported payroll components, while specifying the type of amount involved.
- Creating a payroll journal based on prepared posting patterns. As a result, records are automatically created in a dedicated General Journal template. The General Journal is then ready for the posting of payroll to the General Ledger accounts in the Business Central system.
Our specialists have extensive knowledge in the field of ERP integration, so if you have any questions, contact us here and we will address any potential doubts and propose solutions tailored to your company's needs.
Integration with InPost
In any company that processes a large number of orders and a large number of warehouse shipments, it is important that processes run as smoothly as possible. This will certainly be helped by a tailor-made, original solution provided by NMI ERP, which is the integration of the ERP systems with InPost system – one of the biggest courier companies in Poland. It will allow faster and easier shipments processing – time spent on the activities necessary for the shipment of goods will be significantly reduced. Automatic adjustment of parcel dimensions, the ability to redirect parcels to another location, instant generation of shipping labels – these are just some of the features of this functionality.
Faster deliveries while reducing costs will give your business an edge – and we will be happy to help. Contact us and we will prepare such or other integration, fully tailored to your needs.
Despite the detailed data on inventory files and work slots, it sometimes happens that production costs are different than costs incurred. The answer to such a problem is the Production Cost Accounting function we created – it provides a solution for charging actual production costs on final finished goods.
This module will enable to obtain correct information and to make appropriate reclassifications. This will ensure that only the actual costs of the finished goods will be charged.
Contact us if you have questions or you are interested in implementing Microsoft Dynamics 365 Business Central and improve your production with NMI ERP.
Reconciliation function for general ledger account
Reconciliation of a general ledger accounts takes a lot of time and often it is necessary to review individual transactions that make up the account balance. Especially, with a larger number of operations, checking and matching entries becomes an extremely labour-intensive process.
Fortunately, there is a solution provided by Microsoft Dynamics 365 Business Central that will save you time and automatically match general ledger account entries. It will also ensure that the same number is assigned to cleared operations.
Reconciliation is possible only if the listed conditions are met:
- Enabling the matching of operations by checking the “Subject to reconciliation” option on the account file.
- Balancing of the number of records, which means that the selected ones must be equal zero.
There are two solutions provided by the application:
- Go to the records of a selected account (with “subject to reconciliation” active option), select the operations of interest and then click the “reconcile records” function available on the ribbon. For the balancing lines, the system will select the same settlement number.
- Selecting a settling entry at the time of booking form the general journal, sales/purchase invoice or purchase/sales credit note.
Using the general ledger at the time of its creation, it is possible to select which account entries will be reconciled. The process is similar in the case of accounting for a sales/purchase invoice and a purchase/sales credit note – this way it is no longer necessary to go to the general ledger entries to reconcile the accounts there.
Checking the reconciled and unreconciled general ledger entries is extremely easy – there are dedicated filters included in the system. If you prefer to download the data to Microsoft Excel and view the information there, you also have this option.
If you want to know more about the details of the discussed function, contact us here! We are looking to hearing from you and are ready to address any concerns you may have about other ERP related topics as well.
Reverse balance sheet valuation
At least once a year you are required to perform balance sheet valuation, i.e., a conversion of the open settlements of buyers, suppliers and cash on hand and in bank accounts. This should be done at the exchange rate on the day the valuation is performed. Additionally, such a conversion should be reversed as of the following day.
The solution we created will allow to do the above with just one task. It will calculate and adjust exchange rate differences, then will post the valuation with the date and the exchange rate of that day. It will then automatically reverse the booking of the valuation with a current date.
If you are interested in this opportunity to streamline your company’s operations, you will find many more on our site – use them to improve your daily work. Grow your business together with NMI ERP!
Correction of data on VAT records
You probably have made a mistake in a VAT document. Our solution will enable correcting the error without reversing and issuing of a new document. The solution allows to correct some data in the VAT records table and thus allows to update the records for SAFT purposes, without re-posting of adjustments and correct documents.
You can update data as:
- document date,
- VAT obligation date,
- date of receipt/sale,
- document number - invoice number from the supplier,
- tax ID number,
- name of the contractor.
By editing this data, you can avoid unnecessary cancellations and issuance of new documents, as well as comply with tax regulations.
Our solution is easy to use and safe for your data. To use it, all you need to do is to contact us. Our team will take care of everything and provide you with necessary technical support.
Business Development Manager
Ask about implementation!If you have any questions or want to cooperate with us,
please contact us:
+48 532 743 468
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