• Need assistance? Try asking Sparky
  • Welcome to Sparkrock 365
    • New and planned
      • Sparkrock 365
        • Latest release notes
      • Business Central
    • Get Started
      • Business functionality
      • mySparkrock
      • Sparkrock 365 role centers
      • Sparkrock glossary
      • User licensing
      • Need assistance? Try asking Sparky
    • Learn
      • Resources for users
      • Business Central training
      • Video library
      • Business process walkthroughs
        • Available walkthroughs
        • Walkthrough: Conduct a sales campaign
        • Walkthrough: Set up and invoice sales prepayments
        • Walkthrough: Set up and use a purchase approval workflow
        • Walkthrough: Manage projects with jobs
        • Walkthrough: Calculate work in process for a job
        • Walkthrough: Pick and ship in basic warehouse configurations
        • Walkthrough: Use financial reports to make cash flow forecasts
        • Walkthrough: Set up and use the Shopify connector
      • Contoso Coffee demo data
        • Introduction to Contoso Coffee demo data
        • Manufacturing
          • Introduction to Contoso Coffee manufacturing
          • Create a new production BOM and BOM version
          • Create a new routing
          • Create a firm planned production order and change it
          • Combine automatic and manual flushing
          • Use order planning to create and reserve supply
          • Set up and process a subcontracting operation
          • Set up new capacity
          • Variants
        • Warehousing
          • Introduction to Contoso Coffee warehouse
          • Walkthrough of inbound and outbound flow in basic warehouse configurations
          • Walkthrough of inbound and outbound flow in mixed warehouse configurations
          • Walkthrough of inbound and outbound flow in advanced warehouse configuration with directed put-away and pick
        • Service
          • Introduction to Contoso Coffee service management
          • Walkthrough of Service Orders for Service Items
          • Walkthrough of service contracts for service items
    • Try
      • Sign up for a free Dynamics 365 Business Central trial
      • Dynamics 365 Business Central trial FAQ
      • Trials and Subscriptions (English only)
      • Get ready for doing business
      • Troubleshoot self-service sign-up
      • Extend your trial version
      • Unsubscribe or remove Business Central
    • Buy
      • Get started with a subscription
      • Get ready for doing business
    • Quick starts
      • Business Central quick starts
      • Set up company information
      • Enter financial information
      • Sell products and services
      • Buy products and services
      • Customize and print reports and documents
      • Get insights with business intelligence
    • Get productive in Sparkrock 365
      • General functionality
      • Print-friendly cheat sheet
      • Chat with Copilot (preview)
      • Find pages and information with Tell Me
      • Tell Me FAQ
      • Search for data company-wide
      • Sort, search, and filter data on lists, reports
      • Search and filter FAQ
      • Find pages with the role explorer
      • Enter data
      • Copy and paste FAQ
      • Dates and times on calendars
      • Detect mandatory fields
      • Change language and region
      • View and edit in Excel
      • Store and share files in OneDrive
      • Manage attachments, links, and notes on cards and documents
      • Use Word templates for bulk communication
      • Change basic settings
      • Switch to another company or environment
      • Manage notifications
      • Performance tips for business users
      • Analyze performance
      • Warnings and error messages
      • Personalize Business Central
        • Personalize your workspace
        • Where is personalization stored?
        • Why a page is locked from personalizing
        • Save and personalize list views
        • Bookmark a page or report on your role center
        • Display lists in different ways
      • Run and print reports
        • Run and print reports
        • Specify a default printer
        • Schedule a report to run
        • Manage saved settings
        • View test reports before posting
        • Run batch jobs and XML ports
      • Change the look of externally facing documents
        • Report and document layouts
        • Get started creating layouts
        • Word layouts
        • Excel layouts
        • RDLC layouts
        • Set the layout used by a report
        • Define document layouts for customers and vendors
        • Available fonts
        • Use legacy features
          • Create and modify custom report layouts
          • Import and export custom report layouts
          • Update custom report layouts
          • Set the layout used by a report
      • Share business data
        • Share records and page links in Teams
        • Share files in OneDrive
        • View and edit in Excel
      • Accessibility, keyboard shortcuts, and touch gestures
        • Accessibility
        • Keyboard shortcuts
        • Keyboard quick reference - PC only
        • Touch and pen gestures
      • Troubleshoot: Access camera and location
      • Intelligent insights (online only)
    • Troubleshooting and FAQs
      • Frequently Asked Questions
      • Chat with Copilot FAQ (preview)
      • Tell Me FAQ
      • Search and filter FAQ
      • List views FAQ
      • Copy and paste FAQ
      • Mobile apps FAQ
      • Teams FAQ
      • Electronic invoice FAQ
      • Minimum requirements
      • Troubleshooting in Business Central
    • Help and Support
      • Resources for help and support
      • Get technical support
    • Set up Sparkrock 365
      • Set up company information
      • Create number series
      • Set up base calendars
      • Set up finance
        • Set up payment methods
        • Set up payment terms
        • Set up posting groups
        • Prepare financial reports with financial data and account categories
        • Payment tolerances and payment discount tolerances
        • Accounting periods and fiscal years
        • Set up reminder terms and levels
        • Automate reminders in collections
        • Set up finance charge terms
        • Set up value-added tax (VAT)
        • Set up calculations and posting methods for value-added tax (VAT)
        • Set up unrealized VAT for cash-based accounting
        • Validate VAT registration numbers
        • Set up source codes and reason codes for audit trails
        • Enable application of ledger entries in different currencies
        • Set up an additional reporting currency
        • Update currency exchange rates
        • Set up multiple interest rates
        • Set up invoice rounding
        • Set up the chart of accounts
        • Set up cash flow analysis
        • Set up cash customers
        • Set up Intrastat reporting
        • Use allocation keys in general journals
        • Set up subscription billing
          • General Setup
          • Assign permissions
          • Set up contract types
          • Import contracts and contract lines
          • Use the job queue
          • Use service commitments and items
          • Manage service commitments
        • Invoicing prepayments
          • Set up prepayments
        • Accounting periods and fiscal years
        • Accounts payable
          • Set up accounts payable checks
          • Set up accounts payable batch management
          • Set up T4As for vendors
        • Budget checking
          • Budget checking implementation considerations and recommendations
          • Set up budget checking
          • Set up budgeting and planning
            • Create budgets
            • Set up budget plan statuses
            • Set up budget plans
            • Set up budget sets
            • Set up budget set contributors
            • Set up budget administrators
            • Set up limited access budgeting and planning
            • Set up budgeting and planning approvals
              • Set up a budget set approval workflow
              • Set up an approver
              • Set up an alternate approver
              • Set up an approval group
              • Assign an approval group to a budget set
              • Set up approval notifications
              • Set up email reminders
              • Find mySparkrock approval information
              • Replace an approver
        • Electronic Funds Transfer (EFT)
          • Set up electronic funds transfer
          • Set up vendor settlement delay
        • Finance approvals
          • Set up finance approvals
            • Set up the Finance Approval Setup page
            • Set up an approver
            • Set up an alternate approver
            • Set up an approval group
            • Set up approval notifications
            • Set up email reminders
            • Set up finance approval rules
            • Find mySparkrock approval information
            • Replace an approver
            • Set up manual selection of an approver
            • Set up all users to view approval entries
            • Allow attachments to be added to purchase requisitions or payment requests regardless of the approval status
        • Account sets
          • Set up account set totaling and indenting
          • Set up account sets validation
        • Set up the general ledger
        • Set up cost accounting
        • Set up encumbrances
          • Set up the Purchases & Payables Setup page for encumbrances
          • Set up G/L accounts for encumbrances
          • Allow a user to edit the effective date of a detailed encumbrance entry
        • Set up financial analysis
          • Create a financial analysis data set
          • Assign a financial analysis data set to a mySparkrock user
          • Assign a financial analysis data set to a mySparkrock user profile
        • Set up fund accounting
        • Set up limited access for finance and procurement
        • Set up a miscellaneous vendor
        • Set up a Purchasing Card (PCard)
        • Set up tax overrides for purchase documents
        • Project and fund accounting
        • Project and grant accounting
      • Set up banking
        • Set up bank accounts
        • Set up the Envestnet Yodlee bank feeds service
        • Use the AMC banking 365 fundamentals extension
        • Select a check layout
        • FAQs about supported banking and payment formats
      • Set up sales
        • Register new customers
        • Enable customer payments through payment services
        • Set up prices and discounts
        • Record special sales prices and discounts
        • Set up customer price groups
        • Set up customer discount groups
        • Set up salespeople
        • Set up document sending profiles
        • Send documents by email
        • Set up shipment methods
        • Set up shipping agents
        • Define an invoice posting policy for users
        • Update document dates with posting dates
        • Display a stockout warning
      • Set up purchase
        • Register new vendors
        • Set up vendor bank accounts
        • Prioritize vendors
        • Set up purchasers
        • Set up prices and discounts
        • Record special purchase prices and discounts
        • Define an invoice posting policy for users
        • Update document dates with posting dates
        • Set up automatic purchase order creation
        • Set up purchase order number series selection
        • Allow a user to close a partially invoiced purchase order
      • Set up inventory
        • Set up general inventory information
        • Responsibility centers
        • Set up locations
        • Register new items
        • Create new items by copying existing items
        • Item types
        • Set up units of measure
        • Set up stock keeping units
        • Categorize items
        • Import multiple item pictures
        • Configure AI-powered item marketing text with Copilot
        • Set up item tracking with serial, lot, and package numbers
        • Set up inventory valuation and costing
      • Set up project management
        • Set up resources
        • Set up time sheets
        • Set up projects
      • Set up fixed assets
        • Set up general fixed assets information
        • Set up fixed asset depreciation
        • Set up user-defined depreciation methods
        • Set up fixed asset insurance
        • Set up fixed asset maintenance
        • Asset management terminology and definitions
        • Calculate remaining service life
        • Define depreciation methods
        • Expense types in asset management
        • Fixed asset reason codes
        • Fixed asset classes
        • Fixed asset subclasses
        • Fixed asset locations
        • Pooled assets
        • Post fixed asset transactions
          • Set up pooled asset depreciation
        • Set up capital assets
          • Set up construction in progress capital assets
          • Capital tangible assets
        • Set up fixed asset setup
      • Set up warehouse management
        • Set up warehouses
        • Warehouse management
        • Set up bin types
        • Create bins
        • Create bin contents
        • Assign default bins to items
        • Set up put-away templates
        • Set up warehouse employees
        • Set up locations to use bins
        • Convert existing locations to warehouse locations
        • Set up basic warehouses with operations areas
        • Set up items and locations for directed put-away and pick
        • Enable automatic break bulk with directed put-away and pick
        • Enable FEFO method to pick items
        • Restructure warehouses
      • Set up manufacturing
        • Create work center calendars
        • Set up work centers and machine centers
        • Create routings
        • Create production BOMs
        • Flush components according to operation output
        • Manufacturing batch units of measure
        • Handling lot sizes in production
        • Production families
        • Set up standard routing lines
        • Subcontract manufacturing
      • Set up service management
        • Create service items
        • Set up standard service codes
        • Configure service processes
        • Set up fault reporting
        • Set up service offerings
        • Set up troubleshoot
        • Set up resource allocation
        • Set up the price and additional costs for services
        • Set up service items and service item components
        • Set up work hours and service hours
        • Set up statuses for service orders and repairs
        • Set up a loaner program
        • Set up service contracts
      • Set up best practices for complex application areas
        • Setup best practices
        • Setup best practices: supply planning
          • Setup supply planning
          • Setup best practices: Planning parameters
          • Setup best practices: Global planning setup
          • Setup best practices: Reordering policies
        • Setup best practices: Costing methods
      • Set up email
        • Set up your business inbox in Microsoft Outlook
          • Get the Business Central add-in for Outlook
          • Use Business Central as your business inbox in Outlook
          • Synchronize with contacts in Outlook
            • Set up contact sync for on-premises
          • Optimize Outlook
          • Use Business Central without Outlook
          • FAQ
      • Set up reports
        • Report selection for documents
      • Set up approval workflows based on templates
        • Set up approval workflows
        • Set up workflow users
        • Set up approval users
        • Approval workflow notifications
        • Specify when and how to receive workflow notifications
        • Create approval workflows
        • Create workflows from workflow templates
        • Export and import approval workflows
        • Walkthrough: Set up and use a purchase approval workflow
      • Set up connections
        • Get the Business Central add-in for Excel
        • Use Business Central as your business inbox in Outlook
          • Synchronize with contacts in Microsoft Outlook
            • Set up contact sync for on-premises
          • Use Business Central without Outlook
        • Use Microsoft Teams with Business Central
          • Manage Teams integration
          • Install Business Central app for Teams
          • Access data in Teams without Business Central license
          • Search for customers, vendors, and contacts
          • Add Business Central tab in channel or chat
          • Share records and page links in Teams
          • Change company and other settings
          • Teams FAQ
          • Troubleshoot Teams integration
        • Use OneDrive for Business with Business Central
          • Manage OneDrive for Business integration
            • Configuring OneDrive integration with Business Central on-premises
          • Open and share files in OneDrive
          • OneDrive FAQ
        • Use Power BI with Business Central
          • Administrator
            • Integration
            • Enable Power BI integration
          • Report creator
            • Get started: Build reports
            • Create reports to display list data
          • Business user
            • Power BI reports in Business Central
            • Connect to Power BI from Business Central on-premises
            • Use the Business Central apps in Power BI
          • FAQ
        • Use Power Automate with Business Central
          • Use Power Automate flows in Business Central
          • Troubleshoot your automated workflows
        • Use Power Apps with Business Central
          • Connecting to your Business Central data to build a business app use Power Apps
        • Bulk invoices for Microsoft bookings
      • Set up printers
        • Universal print Printers
        • Email printers
        • Specify a default printer
      • Import data
        • Import business data from other finance systems
        • Change from a QuickBooks app to Business Central
      • Set up online maps
      • Get Business Central on your mobile device
      • Get Business Central on your desktop
      • Digital Vouchers
        • Set up digital vouchers
      • Jet Reports integration
      • Set up Azure Blob Storage
        • Allow HttpClient requests
        • Set up the Azure Blob Storage Setup page
        • Set up Sparkrock 365 to use Azure Blob Storage for attachments
        • Transfer attachment files from Sparkrock 365 default storage to Azure Blob Storage
        • Transfer attachment files from Azure Blob Storage to Sparkrock 365 default storage
        • Set up Sparkrock 365 to use Azure Blob Storage to store company data
        • Delete a company from Azure Blob Storage
      • Downloads
        • Email management
          • Email customer statements
          • Email multiple documents
        • Set up number series
        • Set up country and region
        • Project, fund, and grant accounting
          • Projects analysis and reporting
          • Recode project transactions
          • Set up project, fund, and grant accounting
        • Reporting and analytics
          • Set up reporting and analytics
            • Set up a reporting and analytics administrator
            • Set up column definitions for reporting and analytics
            • Set up reporting and analytics for department managers
              • Set up mySparkrock user profiles for a reporting and analytics report
              • Set up mySparkrock users for a reporting and analytics report
              • View mySparkrock users and user profiles for a reporting and analytics report
              • Copy reporting and analytics mySparkrock users and user profiles
        • Requisition management
          • Set up requisition management
            • Set up expense types and expense types categories
            • Set up items and item categories
            • Import and export item and expense type images
            • Set up expense type price lists
            • Update expense type current unit amount
            • Set up options
            • Set up attributes
            • Set up Purchase Requisition (PR) types
            • Set up account sets for finance requests
            • Set up taxes for requisition management
            • Set up currencies for requisition management
            • Set up report selection for requisition management
            • Set up a manager user
            • Set up the confidential indicator for incoming documents and attachments
        • E-Documents
          • Set up e-documents
          • Set the e-documents connector with external endpoints
          • Parameters for setting the e-documents connector with external endpoints
          • Extending e-documents functionality
        • Sustainability management
          • Sustainability setup
          • Sustainability APIs
            • Sustainability API
        • Company consolidation
          • Set up company consolidation
          • Manage intercompany transactions
            • Set up intercompany
        • Financial reporting (Implementing financial statements and KPIs)
          • Set up and publish a KPI web service based on financial reporting
      • Sales
        • Walkthrough: Set up and Invoice sales prepayments
      • Purchasing
        • Walkthrough: Set up and use a purchase approval workflow
      • Fixed assets
        • Set up fixed assets
      • Relationship management
        • Set up relationship management
        • Manage contacts
          • Set up contacts
        • Manage sales opportunities
          • Set up opportunity sales cycles and cycle stages
      • Online store with shopify
        • Set up taxes for the Shopify connection
      • Local functionality
        • Canada
          • Tax
            • Set up unrealized sales tax and sales payment discounts
            • Set up use tax and purchase tax
        • United States
          • Tax
            • Basic tax setup
            • Set up and use the IRS 1099 form for version 24 (2024 release wave 1)
            • Set up and use the IRS 1099 form
            • Set up and use the IRS 1096 form
            • Set up use tax and purchase tax
            • Set up unrealized sales tax and sales payment discounts
      • Set up contract management
      • HR management
        • Set up HR management
          • Set up a grounds for termination code
          • Set up absence management
            • Set up absence calendars
            • Set up HR base calendar
            • Set up attendance plans
              • Set up a cause of absence category
              • Create an attendance plan
              • Set up attendance plan accruals
              • Set up annual accruals to be prorated using months
              • Set up attendance plan absence sequencing
              • Assign an attendance plan to an employee
              • Set up employee attendance plan details
              • Set up delayed activation
              • Set up employee specific attendance plan accrual details
              • Set up employee specific attendance plan absence sequence details
              • Attach an attendance plan to an HR request
              • Set up attendance plan details on the Advanced HR Setup page
              • Set up calculation details to appear in mySparkrock
              • Mass update the approval group code on attendance plan lines
              • Set up a default approval group code for an attendance plan line
              • Set up a default attendance plan code for an HR position
            • Set up scheduling with attendance management
            • Set up weekly work schedules
            • Set up absence top ups
          • Set up absence resequencing
          • Set up an Ontario College of Teachers (OCT) integration
            • Set up an association
            • Set up the Integration Setup page for an Ontario College of Teachers (OCT) integration
            • Register the static IP address that the Business Central integration services uses with the Ontario College of Teachers (OCT)
          • Set up appraisals
          • Set up assignment types
          • Set up attendance management
          • Set up benefits management
            • Set up benefit plans
            • Set up benefit option codes
            • Set up benefit plan options
            • Set up benefit groups
            • Set up benefit group plans
            • Assign benefit groups to HR positions
            • Assign benefit plans from a benefit group to an employee
            • Set up employee benefits wage garnishment based on benefit type
          • Set up causes of absence
          • Set up causes of inactivity
          • Set up collective agreement and grievance management
            • Set up collective agreements
            • Set up grievance resolution methods
            • Set up harassment complaint types
            • Set up harassment resolution methods
          • Set up confidential information
          • Set up employee relatives
          • Set up employee statistics groups
          • Set up employee training and registration
          • Set up employment contracts
          • Set up Employment Data & Analysis System (EDAS) reporting
            • Set up role-based absences
            • Set up a work location code for a location
            • Set up a school level for a location
            • Set up a general classification for an HR position
            • Set up a rollup position code for an HR position
            • Set up a job type number for an HR position
            • Set up a union local code for a union
            • Set up a type for an assignment type
            • Set up a reason for departure for a grounds for termination
            • Set up an EDAS working status for a cause of inactivity
            • Set up coverage status for an employee benefit
            • Employment Data & Analysis System (EDAS) report data exchange definition
            • Set up the EDAS Setup page
            • Set up British Columbia certifications
            • Set up a British Columbia certification for an employee association
          • Set up HR agents
          • Set up HR categories
          • Set up HR departments
          • Set up HR employee classes
          • Set up HR management approvals
            • Set up the HR Approval Setup page
            • Set up an approver
            • Set up an alternate approver
            • Set up an approval group
            • Set up approval notifications
            • Set up email scenarios
            • Set up email reminders
            • Set up HR management approval workflows
            • Set up absence request approvals
            • Set up HR request approvals
            • Set up time entry approvals
            • Find mySparkrock approval information
            • Replace an approver
          • Set up HR position classes
          • Set up HR positions
          • Set up HR task types
          • Set up human resource units of measure
          • Set up leave types
          • Set up miscellaneous articles
          • Set up pay grades
          • Set up pay grids
          • Copy a pay grid
          • Set up pay steps
          • Assign a pay grid to an HR position class
          • Assign a default HR pay code to an HR position
          • Assign a default pay type to an HR position
          • Assign a default pay grid to an HR position
          • Assign a default pay grade to an HR position
          • Assign a default pay step to an HR position
          • Assign pay details to an employee
          • Set up progression methods
          • Set up qualifications
            • Set up a qualification code
            • Assign a qualification to an HR position
            • Set up an employee qualification
            • Add a comment to an employee qualification
          • Set up role-based absences
            • Turn on or turn off role-based absences
          • Set up salutation formulas
          • Set up seniority groups
          • Set up seniority types
          • Set up the Advanced HR Setup page
          • Set up the Human Resources Setup page
          • Set up unions
          • Set up vacation allowances
          • Set up the employee full name format
          • Set up British Columbia pension reporting
            • Set up the Advanced HR Setup page
            • Set up HR position classes for British Columbia pension reporting
          • Set up HR requests
            • Set up HR request approvals
            • Set up limited access HR requests
            • Set up email notifications for processed HR requests
          • Set up salary management
            • Set up pay steps
            • Set up pay grades
            • Set up pay grids
            • Assign a pay grid to an HR position class
            • Assign a default HR pay code to an HR position
            • Assign a default pay type to an HR position
            • Assign a default pay grid to an HR position
            • Assign a default pay grade to an HR position
            • Assign a default pay step to an HR position
            • Set up salary deferrals
          • Set up British Columbia pay transparency reporting
            • Set Up the Advanced HR Setup page
            • Set up an HR task to capture gender information in mySparkrock for British Columbia pay transparency reporting
            • British Columbia pay transparency data exchange definition
          • Set up employee experience and seniority for a Teacher Teaching on Call (TTOC)
            • Set up the total Teacher Teaching on Call (TTOC) days that represent the amount of years of regular teaching experience
            • Set up an HR position class to have a pension position class of Teacher Teaching on Call (TTOC)
      • Incoming documents
        • Set up incoming documents
      • Job queue
        • Use job queues to schedule tasks
        • Set up job error email notifications
      • mySparkrock
        • Set up mySparkrock
          • Set up mySparkrock authentication for Sparkrock 365
          • mySparkrock user authentication
          • Create mySparkrock user profiles
          • Set up mySparkrock user profile dimensions and security filters
          • mySparkrock security for finance and procurement
            • Set up mySparkrock user account sets
          • Create a mySparkrock user
          • Copy mySparkrock user setup
          • Set up mySparkrock user groups
          • Link a mySparkrock user setup record to a mySparkrock user record
          • Set up mySparkrock user access to a company
          • Mass assign company access to mySparkrock users
          • Set up mySparkrock menus
          • Set up the mySparkrock URL for an individual company
          • Set up the mySparkrock URL for multiple companies
          • Set up mySparkrock caption translation
          • Validate mySparkrock setup
          • Mass remove company access from mySparkrock users
          • Mass update mySparkrock user authentication email, user references, and user settings
          • Block a mySparkrock user from signing up in all companies
          • Set up mySparkrock branding
            • Specify the source company of the logo and landing page images in mySparkrock
            • Import a mySparkrock logo
            • Export the mySparkrock logo
            • Replace the mySparkrock logo
            • Delete the mySparkrock logo
            • Import a background for the mySparkrock Sign In and Welcome pages
            • Export the background for the mySparkrock Sign In and Welcome pages
            • Replace the background for the mySparkrock Sign In and Welcome pages
            • Delete the background for the mySparkrock Sign In and Welcome pages
          • Set up financial analysis in mySparkrock
            • Set up mySparkrock page groups for financial analysis in mySparkrock
            • Set up mySparkrock user profiles for financial analysis in mySparkrock
          • Prevent mySparkrock users from selecting the French language
          • Hide employee benefits information from managers in mySparkrock
      • Ontario English Catholic Teachers Association (OECTA) connector
        • Set up the Ontario English Catholic Teachers Association (OECTA) connector
          • Install and uninstall extensions in Business Central
          • Set up the OECTA Connector Setup page
      • Payroll administration
        • Payroll integrations
          • Set up the Ontario Non-union Education Trust (ONE-T) export
            • Set up provincial benefits data exchange
            • Set up unions
            • Set up work status codes
            • Set up non-union HR positions
            • Set up non-union employees
            • Set up Ontario Non-Union Education Trust (ONE-T) export file data exchange definition
            • Set up benefit data exchange templates
          • Ontario Teachers Insurance Plan (OTIP) exports
            • Set up the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export
              • Set up a benefit plan for the Ontario Teachers Insurance Plan (OTIP)
              • Set up the member plan for the Ontario Teachers Insurance Plan (OTIP)
              • Set up location classes for Ontario Teachers Insurance Plan (OTIP)
              • Set up work status codes
              • View the Ontario Teachers Insurance Plan (OTIP) ID for an employee
              • Add an Ontario Teachers Insurance Plan (OTIP) benefit plan to employee benefits
              • Set up HR positions for the Ontario Teachers Insurance Plan (OTIP)
              • Set up the union client ID
              • Provincial benefits data exchange setup
              • Set up benefit data exchange templates
            • Set up the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export
              • Set up the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) application area
              • Set up a benefit plan for the Ontario Teachers Insurance Plan (OTIP)
              • Set up the Ontario Teachers Insurance Plan (OTIP) Setup page
              • Set up a member plan for the Ontario Teachers Insurance Plan (OTIP)
              • Set up location classes for the Ontario Teachers Insurance Plan (OTIP)
              • Set up work status codes
              • View an Ontario Teachers Insurance Plan (OTIP) ID for an employee
              • Add an Ontario Teachers Insurance Plan (OTIP) benefit plan to employee benefits
              • Set up HR positions for the Ontario Teachers Insurance Plan (OTIP)
              • Set up the union client ID
              • Human Resources Information System (HRIS) export master setup
              • View the Human Resources Information System (HRIS) exports that are set up
              • Human Resources Information System (HRIS) export setup definitions and file definitions
              • Human Resources Information System (HRIS) export format strings
              • Human Resources Information System (HRIS) export initial setup
          • Set up the Ontario Municipal Employees' Retirement System (OMERS) export
          • Parklane System integration
          • Set up an Ontario School Information System (OnSIS) integration
          • SmartFindExpress Payroll integration
        • Set up payroll administration
          • Set up earnings and deduction payroll codes
          • Set up expense and liability posting to the general ledger
            • Set up employee assignments for expense posting to the general ledger
            • Set up employer tax or employer contribution HR deduction codes for expense posting to the general ledger
            • Set up HR pay codes for expense posting to the general ledger
            • Set up HR deduction codes for liability posting to the general ledger
          • Set up fixed amount taxes
          • Set up garnishments
          • Set up HR pay codes
          • Map benefit plans to external deductions
          • Set up multiple employee bank accounts
          • Set up payroll for statutory holiday pay
          • Set up payroll processing groups
          • Set up T4 box mapping
          • Set up time off in lieu and banked time off in lieu
          • Set up vendor payables from payroll expense ledger
          • Payroll procedure events
            • View payroll procedure events
            • Send payroll procedure events to Primo Payday
            • Set up payroll event codes
          • Set up payroll custom dimensions to improve performance
          • Set up dimension mapping for HR deduction codes with the type of earning
          • Set up absence payouts
            • Set up an absence payouts number series
            • Set up a cause of absence for absence payouts
            • Set up absence payout request approvals
          • Set up the employee name format on checks, paystubs, and pay statements
      • Permissions
        • Set up application areas
        • Assign permissions to users and groups
      • Provincial benefits data exchange
        • Set up the Ontario Non-Union Education Trust (ONE-T) export
          • Set up provincial benefits data exchange
          • Set up unions
          • Set up work status codes
          • Set up non-union HR positions
          • Set up non-union employees
          • Set up Ontario Non-Union Education Trust (ONE-T) export file data exchange definition
          • Set up benefit data exchange templates
        • Set up the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export
          • Set up a benefit plan for the Ontario Teachers Insurance Plan (OTIP)
          • Set up a member plan for the Ontario Teachers Insurance Plan (OTIP)
          • Set up location classes for the Ontario Teachers Insurance Plan (OTIP)
          • Set up work status codes
          • View the Ontario Teachers Insurance Plan (OTIP) ID for an employee
          • Add an Ontario Teachers Insurance Plan (OTIP) benefit plan to employee benefits
          • Set up HR positions for the Ontario Teachers Insurance Plan (OTIP)
          • Set up the union client ID
          • Provincial benefits data exchange setup
          • Set up benefit data exchange templates
      • Scheduling
        • Set up scheduling
        • Set up schedule templates
        • Set up employee scheduling
        • Set up shift trading
        • Set up scheduling with absence management
        • Schedule setup
          • Set up schedule errors and warnings
        • Set up premiums
      • Time entry
        • Set up time entry
        • Set up time entry activities
        • Set up time entry units
        • Set up time entry errors and warnings for minimum and maximum hours
        • Set up an approval group
        • Set up time entry unit positions and time entry unit position activities
    • Business functionality
      • General business functionality
        • Add comments to cards and documents
        • Track document lines
        • Send documents by email
          • View a source document for a sent email
        • Archive documents
        • Add extended item text
        • Define user tasks
        • Export your business data to Excel
        • Post documents and journals
        • Post multiple documents at the same time
        • Preview posting results
        • Edit posted documents
        • Find related entries for documents
        • Status field on documents
        • General journals
          • Attach a document to a general journal line
          • General journal import
        • Use job queues to schedule tasks
        • Let Business Central suggest values
        • Use Online Maps to find locations and directions
      • Incoming documents
        • Create incoming document records
        • Use OCR to turn PDF and image files into electronic documents
        • Create incoming document records directly from documents and entries
        • Find posted documents without incoming document records
        • Manage many incoming document records
      • Workflows
        • Use Business Central in Power Automate flows
        • Use approval workflows
          • Use approval workflows
          • Enable approval workflows
          • How to use approval workflows
          • Restrict and allow usage of a record
          • View archived workflow step instances
          • Delete approval workflows
      • Exchange data electronically
        • Data exchange framework
        • Collect payments with SEPA direct debit
          • Use the AMC banking 365 fundamentals extension
          • Use XML schemas to prepare data exchange definitions
        • Exchange data
          • Send electronic documents
          • Use OCR to turn PDF and image files into electronic documents
          • Receive and convert electronic documents
          • Export payments to a bank file
          • Make payments with AMC banking 365 fundamentals extension or SEPA credit transfer
          • Collect payments with SEPA direct debit
          • Map fields when you import SEPA CAMT files
          • Map fields for the AMC banking 365 fundamentals extension
      • Electronic Funds Transfer (EFT)
        • Process Electronic Funds Transfer (EFT) payments
      • Finance
        • Financial analytics
          • Handling finance reporting across business units or legal entities
          • Power BI finance app
            • Financial Overview
            • Income Statement
            • Balance Sheet
            • Budget Comparison
            • Liquidity KPIs
            • Profitability
            • Liabilities
            • EBITDA
            • Average Collection Period
            • Aged Receivables (Back Dating)
            • Aged Payables (Back Dating)
            • Finance KPI
            • Setting up the Power BI finance app
          • Financial reporting
            • Primary capabilities of financial reporting
            • Prepare financial reporting
            • Organize report data using account categories
            • Design your own financial reports
            • Row definitions in financial reporting
            • Column definitions in financial reporting
            • Walkthrough: Create custom financial reports
            • Walkthrough: Use financial reporting to make a cash flow forecasts
            • Set up and publish a KPI web service based on financial reporting
            • Troubleshoot financial reporting
            • Analyze data with statistical accounts
            • Analyze data by dimensions
            • Audit changes in financial reporting
            • Financial reporting FAQ
          • Ad-hoc analysis on finance data
          • Built-in finance analysis tools
            • Analyze finance data from the Chart of Accounts
            • Analyze actual amounts versus budgeted amounts
            • Analyze cash flow
            • Analyze your payment practices
          • Built-in finance reports
            • Key finance reports
              • Detail Trial Balance
              • Trial Balance Excel
              • Trial Balance (legacy)
              • Trial Balance/Previous Year
              • Trial Balance/Budget Excel
              • Trial Balance/Budget (legacy)
              • Closing Trial Balance
              • Consolidated Trial Balance Excel
              • Financial Report
              • Dimensions - Total
              • Dimensions - Detail
              • Reconcile Cust. and Vend. Accs
              • Trial Balance by Period
            • Built-in fixed assets reports
            • Accounts payable analytics
              • Aged Accounts Payable Excel
              • Vendor - Top 10 List Excel
              • Vendor - Detail Trial Balance
              • Vendor - Order Summary
              • Vendor - Order Detail
              • Purchase statistics
              • Vendor/Item Purchases
              • Vendor Pre-Payment Journal
              • Vendor - Balance to Date
              • Vendor - Trial Balance
            • Accounts receivable analytics
              • Aged Accounts Receivables Excel
              • Customer Top List Excel
              • Customer List
              • Customer - Detail Trial Balance
              • Customer - Order Summary
              • Customer - Order Detail
              • Sales Statistics
              • Customer/Item Sales
              • Customer - Balance to Date
              • Customer - Detail Trial Bal.
              • Customer - Payment Receipt
              • Customer Statement
            • Legacy reports (will be removed)
              • Finance Excel reports (legacy)
              • Customer - Top 10 List (legacy)
              • Aged Accounts Receivables (Legacy)
              • Vendor - List (legacy)
              • Vendor - Summary Aging (legacy)
              • Aged Accounts Payable
        • Manage receivables
          • Accounts receivable analytics
          • Apply payments automatically and reconcile bank accounts
            • Payment application
            • Reconcile payments use automatic application
            • Review or apply payments manually after automatic application
            • Reconcile payments that can't be applied automatically
            • Map text on recurring payments to accounts for automatic reconciliation
            • Set up rules for automatic application of payments
          • Reconcile customer payments from a list of unpaid sales documents
          • Reconcile customer payments with the cash receipt journal or from customer ledger entries
          • Consolidate balances for a company that is a customer and a vendor
          • Collect outstanding balances
          • Collect payments with SEPA direct debit
          • Send reminders of outstanding balances
          • Block customers
          • Payment tolerances and payment discount tolerances
          • The late payment prediction extension
          • Sales tax in the default version of Business Central
          • Intrastat reporting
          • Cash receipts and bank deposits
            • Cash receipt batches
            • Create a cash receipt
            • Issue a cash receipt
          • Charitable donation receipts
            • Create a charitable receipt for a cash receipt
            • Create a charitable receipt for a bank deposit
            • View a charitable receipt
            • Edit a charitable receipt
            • Print a charitable receipt
            • Credit management
            • Analyze customer ledger entries
            • Sales prices and discounts
            • Sales credit memos
        • Manage payables
          • Accounts payable analytics
          • Make payments
            • General journals
            • Record payments and refunds
            • Suggest vendor payments
            • Make check payments
            • Make payments with AMC banking 365 fundamentals extension or SEPA credit transfer
            • Settle purchase invoices promptly
            • Export a positive pay file
            • FAQs about supported banking and payment formats
          • Apply payments automatically and reconcile bank accounts
            • Reconcile payments use automatic application
            • Review or apply payments manually after automatic application
            • Reconcile payments that can't be applied automatically
            • Map text on recurring payments to accounts for automatic reconciliation
          • Reconcile vendor payments with the payment journal or from vendor ledger entries
          • Consolidate balances for a company that is a customer and a vendor
          • Collect outstanding balances
          • Collect payments with SEPA direct debit
          • Block vendors
          • Handling vendor payment disputes
          • Use item charges to account for additional trade costs
          • Payment tolerances and payment discount tolerances
          • The late payment prediction extension
          • Accounts payable batch creation
            • Accounts payable batch processing for accounts payable representatives
            • Accounts payable batch processing for accounts payable auditors
          • Move a purchase document from an accounts payable batch to another open batch
            • Finance request lines rate calculations
            • Notification email workflow for finance request approval workflows
          • Place an accounts payable batch on hold
          • Post an accounts payable batch
          • Payment requests
            • Create a payment request
            • View a payment request
            • Attach a document to a payment request
            • Add a comment to a payment request
            • Verify a payment request
            • Payment request approvals
              • Set up finance approvals
              • Send a payment request for approval
              • View the approval status of a payment request
              • View the approver of a payment request
              • Cancel an approval request for a payment request
            • Print a payment request
            • Email a payment request
            • Cancel a payment request
            • Delete a payment request
            • View a related document for a payment request
            • Designate an alternate for a payment request
          • Print 1099 forms
          • Purchase credit memos
            • Create a purchase credit memo
            • View a purchase credit memo
            • View a posted purchase credit memo
            • Purchase credit memo approvals
              • Send a purchase credit memo for approval
              • View the approval status of a purchase credit memo
              • View the approver of a purchase credit memo
              • Cancel an approval request for a purchase credit memo
          • Purchase invoices
            • Create a purchase invoice
            • Create a purchase invoice from a payment request
            • View a purchase invoice
            • View a posted purchase invoice
            • Place a purchase invoice on hold
            • Release a hold for a purchase invoice
            • Adjust the sales tax on a purchase invoice
            • Attach documents to a purchase invoice
            • Release a purchase invoice
            • Reopen a purchase invoice
            • Purchase invoice document warnings
            • Purchase invoice history
            • View purchase invoice statistics
            • Preview a purchase invoice posting
            • Import purchase invoice lines
            • Recurring purchase lines
            • Create a purchase invoice with copy document
            • Purchase invoice lines account sets import)
            • Purchase invoice approvals
              • Send a purchase invoice for approval
              • View the approval status of a purchase invoice
              • View the approver of a purchase invoice
              • Cancel an approval request for a purchase invoice
          • Purchasing cards
          • Vendor certifications
          • Miscellaneous vendor
        • Invoicing prepayments
          • Create prepayment invoices
          • Correct prepayments
        • Reconcile bank accounts
          • Reconcile bank accounts
          • Reconcile bank accounts using Copilot
          • Applying payments automatically and reconciling bank accounts
          • Transfer bank funds
          • Create bank deposits
          • Bank statement import
          • Bank account reconciliation date cleared
          • Import cleared checks
        • Accounting for costs
          • Terminology in cost accounting
          • Cost accounting
          • Transfer and post cost entries
          • Define and allocate costs
          • Create cost budgets
          • Deleting cost budget entries
        • Manage inventory costs
          • Use item charges to account for additional trade costs
          • Standard cost calculation
          • Unit cost calculation
          • Revalue inventory
          • Track item cost adjustments
          • Remove and reapply item ledger entries
          • Close open item ledger entries that result from fixed application in the item journal
          • Report inventory costs and reconcile with the general ledger
            • Inventory periods
            • Adjust item costs
            • Reconcile inventory costs with the general ledger
            • Adjust and reconcile inventory cost with general ledger with job queue
          • Design details: Inventory costs
        • Manage cash flow
          • Analyze cash flows in your company
          • Walkthrough: Use financial reports to make cash flow forecasts
          • Bank deposit attachments
          • Bank deposit lines import
        • Closing years and periods
          • Accounting periods and fiscal years
          • Specify posting periods
          • Tasks to close accounting periods
          • Update currency exchange rates
          • Allocate costs and income
          • Report VAT to tax authorities
          • Prepare pre-closing reports
          • Close books
          • Prepare closing statements
          • Close accounting periods
          • Close income statement accounts
          • Post the year-end closing entry
        • Chart of accounts and General Ledger (G/L)
          • Understand the general ledger
          • Understand the chart of accounts
          • Review accounts
          • Revalue general ledger account balances
          • Post transactions directly to the general ledger
          • Reverse journal postings and undo receipts/shipments
          • Record and reimburse employees' expenses
          • Create G/L budgets
          • Audit file export
          • Defer revenues and expenses
          • Allocate recurring costs and income
          • Allocate revenue and costs to multiple G/L accounts
        • Account sets - trial balance detail/summary
        • Dimensions
          • Troubleshoot and correct dimensions
          • Import payroll transactions
        • Currencies in Business Central
          • Update currency exchange rates
        • Value-Added Tax (VAT)
          • EU third-party purchase transactions
          • Value-Added Tax (VAT) on sales and purchases
          • Use non-deductible Value-Added Tax (VAT)
          • Multiple Value-Added Tax (VAT) registration numbers
          • Submit Value-Added Tax (VAT) reports to tax authorities
          • Managing Value-Added Tax (VAT) rate changes
          • Validate Value-Added Tax (VAT) registration numbers
          • Convert service contracts that include Value-Added Tax (VAT) amounts
        • E-Documents
          • Use e-documents in sales
          • Use e-documents in purchases
          • Extending e-documents functionality
        • Sustainability management
          • Chart of sustainability accounts and ledger
          • Record greenhouse gas (GHG) emissions
          • Sustainability scorecards and goals
          • Carbon credit
          • Sustainability certificates
          • Sustainability analytics
            • Ad-hoc analysis of sustainability data
            • Built-in sustainability reports
            • Analyzing sustainability entries with financial reports
          • Sustainability APIs
            • Sustainability API
        • Multi-site and international organizations
          • Consolidate financial data from multiple companies
            • Company consolidation
          • Manage intercompany transactions
            • Intercompany documents and journals
            • Manage the intercompany inbox and outbox
            • Allocate costs to intercompany partners
        • Accountant experiences in Business Central
        • Subscription billing
          • Contracts
            • Manage contracts, service objects, and service commitments
            • Create customer contracts
            • Create vendor contracts
            • Use service objects
            • Use service commitments
            • Update prices
            • Renew contracts
            • Deferrals in contracts
            • Terminate contract components
          • Sales
            • Sales process
            • Price determination of service commitments
            • Handle currencies
            • Credit memos
          • Recurring billing
          • Posting documents
          • Purchasing
        • Usage based billing
          • Import and process data
          • Use data exchange definitions
          • Manage usage data suppliers
          • Manage usage data supplier references
          • Manage customers and subscriptions
          • Link subscriptions with service objects
          • Extend contracts
          • Extend service commitments
        • Budgets
          • Budgeting and planning
            • Budget matrix for budget sets
            • Export and import budget sets
            • Copy data to populate a budget set
            • Create budgeted amounts by period account sets
          • Budget journal account sets import
          • Budget journal import
          • Create general ledger budgets
          • Notification email workflow for budgeting and planning approval workflows
        • Expense claims
          • Create an expense claim
          • Verify an expense claim
          • Expense type analysis report
          • Finance request lines rate calculations
          • Notification email workflow for finance request approval workflows
          • Mileage calculations on expense claims
          • Expense claim approvals
            • Send an expense claim for approval
            • View the approval status of an expense claim
            • View the approver of an expense claim
            • Cancel an approval request for an expense claim
        • Encumbrances and commitments
          • Encumbrance tracking
          • Delete detailed encumbrance entries
          • View encumbrance entries
          • View detailed encumbrance entries
          • Column definition ledger entry type calculations
        • Finance and procurement Extension
        • Financial analysis
          • Perform a financial analysis
          • Export a financial analysis to Excel
        • Finance approvals
          • Expense claim approvals
          • Payment request approvals
            • Set up finance approvals
            • Send a payment request for approval
            • View the approval status of a payment request
            • View the approver of a payment request
            • Cancel an approval request for a payment request
          • Purchase credit memo approvals
          • Purchase invoice approvals
          • Purchase order approvals
          • Purchase requisition approvals
        • Finance department manager
          • Finance requests
            • Finance request lines rate calculations
            • Notification email workflow for finance request approval workflows
          • Payment requests
            • Create a payment request
            • View a payment request
            • Attach a document to a payment request
            • Add a comment to a payment request
            • Verify a payment request
            • Payment request approvals
              • Set up finance approvals
              • Send a payment request for approval
              • View the approval status of a payment request
              • View the approver of a payment request
              • Cancel an approval request for a payment request
              • Print a payment request
            • Email a payment request
            • Cancel a payment request
            • Delete a payment request
            • View a related document for a payment request
            • Designate an alternate for a payment request
          • Purchase requisitions
            • Create a purchase requisition
            • Request a new vendor from a purchase requisition
            • Miscellaneous vendor
            • Purchase requisition templates
            • Attach a document to a purchase requisition
            • Add a comment to a purchase requisition
            • Verify a purchase requisition
            • Purchase requisition approvals
              • Send a purchase requisition for approval
              • View the approval status of a purchase requisition
              • View the approver of a purchase requisition
              • Cancel an approval request for a purchase requisition
            • View a related document for a purchase requisition
            • Designate an alternate for a purchase requisition
            • Consume inventory for a purchase requisition
            • Create a purchase order from a purchase requisition
            • Add purchase requisition line details to an existing purchase order
            • Print a purchase requisition
            • Cancel a purchase requisition
            • Delete a purchase requisition
          • Purchase receiving
          • View a purchase credit memo
          • View a purchase invoice
          • Purchase orders
            • View a purchase order
            • Purchase order approvals
              • Send a purchase order for approval
              • View the approval status of a purchase order
              • View the approver of a purchase order
              • Cancel an approval request for a purchase order
      • Sales
        • Sales analytics
          • Power BI sales app
            • Sales
            • Daily Sales
            • Moving Average
            • Moving Annual Total (MAT)
            • Period-Over-Period Growth
            • Month-To-Date (MTD)
            • Sales by Item
            • Sales by Customer
            • Sales by Salesperson
            • Sales by Location
            • Actual vs. Budget
            • Sales KPI
          • Create sales analysis reports
          • Ad-hoc analysis of sales data
          • Built-in sales reports
            • Customer Top List Excel
            • Customer List
            • Customer - Order Summary
            • Customer - Order Detail
            • Sales Statistics
            • Customer/Item Sales
            • Customer - Sales list
            • Customer - Balance to date
            • Customer - Trial Balance
            • Sales Reservation Availability
            • Inventory Order Details
            • Inventory Sales Back Orders
            • Inventory Picking List
          • Legacy reports (will be removed)
            • Customer - Top 10 list (legacy)
        • Walkthrough: Conduct a sales campaign
        • Walkthrough: Set up and invoice sales prepayments
        • Register new customers
        • Make sales quotes
        • Invoice sales
        • Sell products
        • Print the picking list
        • Post sales
        • Create recurring sales lines
        • Process partial shipments with shipping advice
        • Make drop shipments
        • Create special orders
        • Process sales returns or cancellations
        • Process sales return orders
        • Correct or cancel unpaid sales invoices
        • Blanket sales orders
        • Combine shipments on a single invoice
        • Calculate order promising dates
        • Track packages
        • Delivery date calculation for sales
        • Merge duplicate records
        • Recurring revenue
        • Enter external document numbers
      • Purchasing
        • Purchasing analytics
        • Power BI purchasing app
          • Purchases
          • Purchases Decomposition
          • Daily Purchases
          • Moving Averages
          • Moving Annual Total
          • Period-Over-Period
          • Year-Over-Year
          • Purchases by Item
          • Purchases by Vendor
          • Purchases by Purchaser
          • Purchases by Location
          • Actual vs Budget
          • Purchases KPI
        • Ad-hoc analysis of purchasing data
        • Built-in purchasing reports
          • Purchasing report
            • Aged Accounts Payable Excel
            • Vendor - Top 10 List Excel
            • Vendor - Detail Trial Balance
            • Vendor - Order Summary
            • Vendor - Order Detail
            • Purchase statistics
            • Vendor/Item Purchases
            • Vendor Item catalog
            • Vendor - Trial Balance
            • Purchase Reservation Availability
            • Inventory Purchase Orders
            • Inventory Vendor Purchases
            • Item/vendor catalog
          • Legacy reports (will be removed)
            • Vendor - List (legacy)
            • Vendor - Top 10 List (legacy)
            • Payments on Hold (legacy)
            • Aged Accounts Payable (legacy)
        • Walkthrough: Set up and use a purchase approval workflow
        • Record purchases
        • Request quotes
        • Purchase items for a sale
        • Correct or cancel unpaid purchase invoices
        • Combine receipts on a single invoice
        • Process purchase returns or cancellations
        • Receive and convert electronic documents
        • Date calculation for purchases
        • Merge duplicate records
        • Blanket purchase orders
        • External document numbers on purchase documents
        • Enter external document numbers
        • Create recurring purchase lines
        • Payment practices report
        • Automatic purchase order creation
        • Close a partially invoiced purchase order
        • Contracts
        • Finance request lines rate calculations
        • New vendor requests
          • View new vendor requests
          • Create a vendor from a contact
          • Link a contact to a vendor
          • Merge duplicate contacts
        • Purchase receipts
        • Purchase requisitions
          • Create a purchase requisition
          • Request a new vendor from a purchase requisition
          • Miscellaneous vendor
          • Purchase requisition templates
          • Attach a document to a purchase requisition
          • Add a comment to a purchase requisition
          • Verify a purchase requisition
          • Purchase requisition approvals
            • Send a purchase requisition for approval
            • View the approval status of a purchase requisition
            • View the approver of a purchase requisition
            • Cancel an approval request for a purchase requisition
          • View a related document for a purchase requisition
          • Designate an alternate for a purchase requisition
          • Consume inventory for a purchase requisition
          • Create a purchase order from a purchase requisition
          • Add purchase requisition line details to an existing purchase order
          • Print a purchase requisition
          • Cancel a purchase requisition
          • Delete a purchase requisition
        • Tax overrides for purchase documents
        • Export T4A data to an XML file
        • Notification email workflow for dimension approval workflows
      • Inventory
        • Inventory analytics
        • Power BI inventory app
          • Inventory
          • Inventory by Item
          • Inventory by Location
          • Purchase and Sales Quantity
          • Item Availability
          • Gross Requirement
          • Scheduled Receipt
          • Inventory by Lot
          • Inventory by Serial No.
          • Bin Contents
          • Bin Contents by Item Tracking
          • Inventory KPIs
        • Power BI inventory valuation app
          • Inventory Valuation
          • Inventory Valuation by Item
          • Inventory Valuation by Location
          • Inventory Valuation KPIs
          • Ad-hoc analysis of inventory data
          • Inventory and warehouse reports
            • Inventory - Transaction Detail
            • Status
            • Inventory Availability Plan
            • Inventory Order Details
            • Inventory Purchase Orders
            • Inventory Top 10 List
            • Inventory Customer Sales
            • Inventory Vendor Purchases
            • Inventory Cost and price list
            • Inventory Sales Back Orders
            • Inventory Picking List
            • Inventory Valuation
            • Item Substitutions
            • Item Charges - Specification
            • Item Age Composition - Quantity
            • Item Age Composition - Value
            • Item Expiration - Quantity
            • Item Dimensions - Detail
            • Item Dimensions - Total
            • Warehouse Shipment Status
            • Warehouse Bin List
            • Warehouse Adjustment Bin
            • Planning Availability
            • Production Forecast
        • Register new items
        • Bills of material
        • Categorize items
        • Manage product variants
        • Item attributes
        • Catalog items
        • Add marketing text for items
        • Use documents to count and adjust inventory
        • Use journals to count, adjust, and reclassify inventory
        • View the availability of items
        • Transfer inventory between locations
        • Reserve items
        • Track items with serial, lot, and package numbers
        • Trace item-tracked items
        • Use item references
        • Block items
        • Responsibility centers
      • Project management
      • Project management analytics
        • Power BI projects app
          • Projects
          • Projects Tasks
          • Projects Profitability
          • Projects Realization
          • Projects Performance to Budget
          • Projects Invoiced Sales by Type
          • Projects Invoiced Sales by Customer
          • Projects KPI
        • Monitor project progress and performance
        • Built-in project reports
          • Project Journal - Test
          • Project Planning Lines
          • Project Transaction Detail
          • Project Analysis
          • Project Actual to Budget
          • Project WIP to G/L
          • Project Suggested Billing
          • Projects per Customer
          • Items per Project
          • Project per Item
          • Project Register
        • Create projects
        • Use resources for projects
        • Use time sheets
        • Manage project budgets
        • Record usage for project
        • Manage project supplies
        • Understand WIP methods
        • Monitor project progress and performance
        • Invoice projects
        • Assemble to project
        • Project card
      • Fixed assets
        • Fixed assets analytics
          • Ad-hoc analysis of fixed assets data
          • Built-in fixed assets analytics tools
            • Monitor maintenance costs
            • Monitor insurance coverage
            • View changed depreciation book values
            • View disposal ledger entries
            • View projected disposal values
        • Fixed assets reports
          • Fixed Asset Analysis Excel
          • Fixed Asset Details Excel
          • Fixed Asset Projected Value Excel
          • Fixed Asset List
          • Fixed Asset Journal - Test
          • Fixed Asset Register
          • Fixed Asset Book Value 01
          • Fixed Asset Book Value 02
          • Fixed Asset - Acquisition List
          • Fixed Asset G/L Analysis
          • FA Posting Group - Net Change Report
          • Fixed Asset Document Nos.
          • Insurance - Analysis
          • Insurance - List
          • Insurance Journal - Test
          • Insurance Register
          • Insurance - Coverage Details
          • Insurance - Tot. Value Insured
          • Insurance - Uninsured FAs
          • Maintenance - Analysis
          • Maintenance - Details
          • Maintenance - Next Service
          • Legacy reports (will be removed)
            • Fixed Asset Analysis (legacy)
            • Fixed Asset Details (legacy)
            • Fixed Asset Projected Value (legacy)
        • Depreciation methods
        • Manage budgets for fixed assets
        • Acquire fixed assets
        • Depreciate or amortize fixed assets
        • Maintain fixed assets
        • Insure fixed assets
        • Transfer, split, or combine fixed assets
        • Revalue fixed assets
        • Dispose of or retire fixed assets
        • Troubleshooting FA ledger entries
        • Create a copy of a fixed asset
        • Create an expense type for a fixed asset
        • Change line type
        • Record a fixed asset acquisition via a purchase invoice
        • Cancel posted depreciation entries
        • Dispose of a fixed asset using a sales invoice
        • Fixed assets journal import
      • Relationship management
        • Relationship management analytics
          • Contact - List
          • Contact - Company Summary
          • Contact - Person Summary
          • Contact - Cover Sheet
          • Contact - Labels
          • Salesperson - Opportunities
          • Campaign - Details
          • Opportunity - List
          • Opportunity - Details
          • Sales Cycle - Analysis
          • Segment - Contacts
          • Segment - Cover Sheet
          • Segment - Labels
          • Questionnaire - Handouts
          • Questionnaire - Test
        • Manage contacts
          • Contacts
          • Create contacts
          • Use profile questionnaires to classify business contacts
          • Merge duplicate records
        • Manage segments
          • Segments
          • Create segments
          • Add contacts to segments
          • Manage interactions for segments
        • Manage interactions
          • Attachments for interactions
          • Record interactions with contacts
          • Create interactions on contacts and segments
          • Automatically record interactions with contacts
        • Manage sales opportunities
          • Opportunities
          • Create opportunities
          • Track email message exchanges
          • Process sales opportunities
        • Use profile questionnaires to classify business contacts
        • Use Dynamics 365 for Sales from Business Central
          • Couple and synchronize records manually
          • View the status of a synchronization
      • Human resources
        • Register employees
        • Manage employee absence
        • Attendance and leave management
          • Create an absence request
          • View absence request approval entries
          • Absence resequencing
          • Process end of year carry forward
          • Process accruals
          • Annual accruals that are prorated using months
          • Accrue time off based on hours worked
          • Quantity on absence requests
          • Absence top ups
        • British Columbia pension reporting
          • View the British Columbia pension report worksheet
          • Load lines into the British Columbia pension report worksheet
          • British Columbia pension adjustments
          • British Columbia pension report worksheet column mappings and calculations
          • Print a British Columbia pension report
        • Benefits management
          • Process employee benefits wage garnishment based on benefit type
          • Ontario Teachers Insurance Plan (OTIP) exports
            • Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file administration
              • Update employee assignments for the Ontario Teachers Insurance Plan (OTIP)
              • Load Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file data into the OTIP worksheet
              • Provincial benefits data exchange worksheet errors and warnings
              • Create the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
              • Post the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
              • Delete Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export data from the OTIP worksheet
              • Provincial benefits data exchange register
              • View Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) data exchange entries
            • Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file administration
              • Update employee assignments for the Ontario Teachers Insurance Plan (OTIP)
              • Load Human Resources Information System (HRIS) export file data
              • Dates on the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
              • Edit data before exporting the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
              • Create the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
              • Clear the Ontario Teachers Insurance Plan (OTIP) export page workspace
              • Human Resources Information System (HRIS) export file archives
          • Ontario School Information System (OnSIS) integration
          • Ontario Municipal Employees' Retirement System (OMERS) export administration
        • Collective agreement and grievance management
          • Create a collective agreement
          • View the union members that are linked to a collective agreement
          • Add union members to a collective agreement
          • Create a grievance
          • Add cost information for a grievance
          • Add agreement articles violated
          • Add grievance resolution details
          • View the grievance dashboard
          • Create a harassment complaint
          • Update a harassment complaint
          • Close a harassment complaint
          • Delete a harassment complaint
          • View a harassment complaints overview by category
          • View a harassment complaints overview by period
        • Employment Data & Analysis System (EDAS) reporting
          • Employment Data & Analysis System (EDAS) report worksheet
            • View the Employment Data & Analysis System (EDAS) report worksheet
            • Load lines into the Employment Data & Analysis System (EDAS) report worksheet
            • Employment Data & Analysis System (EDAS) report worksheet errors and warnings
              • Turn off Employment Data & Analysis System (EDAS) report worksheet field level validations
            • Create an Employment Data & Analysis System (EDAS) report export file
            • Employment Data & Analysis System (EDAS) report column mapping, calculations, and validations
        • Employee appraisals
        • Employee experience and seniority
          • Employee experience worksheet
            • Load lines into the employee experience worksheet
            • Add employee experience manually in the employee experience worksheet
            • Edit lines in the employee experience worksheet
            • Delete records from the employee experience worksheet
            • Post employee experience to the employee experience ledger
            • Experience years and seniority years calculations for teachers
            • Employee experience worksheet processing for substitute teacher assignments
          • Add employee experience directly on an HR request
          • Calculate salary
          • View employee experience
          • Update seniority details on employee assignments
          • Employee experience and seniority for a Teacher Teaching on Call (TTOC)
            • Set up employee experience and seniority for a Teacher Teaching on Call (TTOC)
            • Split experience for a Teacher Teaching on Call (TTOC)
            • Transfer Teacher Teaching on Call (TTOC) experience to regular teacher experience
        • HR department manager
          • Limited access HR request pages
        • HR requests
          • Add additional employee assignments
          • Change employee details
          • Cost of living adjustments
          • End employee assignments
          • Gradually return employees to work
          • Hire or rehire employees
          • HR reason codes
          • Issue one-time payments
          • Job requisitions
          • Place employees on leave
          • Place employees on leave with return
          • Change leave details
          • Change leave and return details
          • Process HR requests
          • Return employees to work
          • Return to work schedules
          • Regular progression
          • Reverse HR requests
          • Send an HR request for approval
          • Teacher and employee HR requests
          • Terminate employees
          • Transfer employees to new assignments
          • Transfer an employee temporarily to a different assignment
          • View HR request approval entries
          • View HR employee assignment allowances
          • Track replaced employees and replaced employee HR assignments
          • Mass create HR requests
          • Mass process HR requests
          • Edit an HR request in the HR request inbox
          • Mass process HR requests from the HR request inbox
          • HR request statuses
        • Mass activities
          • Mass create records of employment
          • Mass create HR employee tasks
        • mySparkrock profile changes
        • Ontario College of Teachers (OCT) integration
          • View employees who are not in good standing with the Ontario College of Teachers (OCT)
          • View employee association status
          • Add an association to an employee
          • Run an Ontario College of Teachers (OCT) integration
        • Provincial benefits data exchange
          • Ontario Non-Union Education Trust (ONE-T) export file administration
            • Load Ontario Non-Union Education Trust (ONE-T) export file data into the ONE-T worksheet
            • Provincial benefits data exchange worksheet errors and warnings
            • Create the Ontario Non-Union Education Trust (ONE-T) export file
            • Post the Ontario Non-Union Education Trust (ONE-T) export file
            • Delete Ontario Non-Union Education Trust (ONE-T) export data from the ONE-T worksheet
            • Provincial benefits data exchange register
            • View Ontario Non-Union Education Trust (ONE-T) data exchange entries
            • Ontario Non-Union Education Trust (ONE-T) export file header and footer
            • Initial Ontario Non-Union Education Trust (ONE-T) export fields
          • Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file administration
            • Update Employee Assignments for the Ontario Teachers Insurance Plan (OTIP)
            • Load Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file data into the Ontario Teachers Insurance Plan (OTIP) worksheet
            • Provincial benefits data exchange worksheet errors and warnings
            • Create the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
            • Post the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
            • Delete Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export data from the Ontario Teachers Insurance Plan (OTIP) worksheet
            • Provincial benefits data exchange register
            • View Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) data exchange entries
        • Record of Employment (ROE) administration in Canada
          • Create a Record of Employment (ROE) while terminating an employee
          • Mass create records of employment
          • View Record of Employment (ROE) details
          • Edit Record of Employment (ROE) details
          • Create a Record of Employment (ROE) export file
          • Update Sparkrock 365 with the Record of Employment (ROE) serial number information from Service Canada
        • Role-based absences
          • Role-based absences and employee attendance plans
          • Role-based absences and new hire HR requests
          • Role-based absences and additional assignment HR requests
          • Role-based absences and transfer HR requests
          • Role-based absences and details change HR requests
          • Role-based absences and leave HR requests
          • Role-based absences and return HR requests
          • Role-based absences and gradual return HR requests
          • Role-based absences and assignment end HR requests
          • Role-based absences and termination HR requests
          • Role-based absences and absence requests
          • Role-based absences and absence registration
          • Role-based absences and registering compensatory time from a schedule unit activity
          • Role-based absences and registering compensatory time from a time entry activity
          • Role-based absences and the annual accrual worksheet
          • Role-based absences and the per pay accrual worksheet
          • Role-based absences and the EOY carry forward worksheet
          • Role-based absences and hours details
          • Role-based absences and payroll ledger entries
        • Salary management
          • Assign pay details to an employee
          • Calculate salary
          • Retro pay
          • Salary deferrals
          • Process salary progression
        • Ontario English Catholic Teachers Association (OECTA) connector
          • Ontario English Catholic Teachers Association (OECTA) export file administration
            • Load Ontario English Catholic Teachers Association (OECTA) export file data into the OECTA worksheet
            • Validate the Ontario English Catholic Teachers Association (OECTA) export file data
            • Create the Ontario English Catholic Teachers Association (OECTA) export file
            • Clear Data from the Ontario English Catholic Teachers Association (OECTA) worksheet
        • British Columbia pay transparency reporting
          • Set up British Columbia pay transparency reporting
          • British Columbia pay transparency gender classification and sex classification
          • View the British Columbia pay transparency worksheet
          • Load lines into the British Columbia pay transparency worksheet
          • British Columbia pay transparency worksheet errors and warnings
          • Turn off British Columbia pay transparency background error checking
          • British Columbia pay transparency worksheet column mappings and calculations
          • Create a British Columbia pay transparency report
          • Delete British Columbia pay transparency worksheet lines
      • Production Planning
        • Planning functionality
        • Plan with or without locations
        • Create a forecast
        • Create production orders from sales orders
        • Plan for new demand order by order
        • Run full planning, MPS, or MRP
        • Replan or refresh production orders directly
        • Track relations between demand and supply
        • Requisition worksheet
        • Action messages
      • Assembly management
        • Assemble items
        • Assembly analytics
          • Assembly BOMs
          • Item - Able to Make (Time)
          • BOM Cost Share Distribution
          • Where-used list
          • BOM - Raw Materials
          • BOM - Sub-Assemblies
          • Assembly BOM - End Items
          • Assemble to order - Sales
        • Understand assemble-to-order and assemble-to-stock
        • Quote an assemble-to-order sale
        • Assemble items
        • Sell items assembled to order
        • Sell inventory items in assemble-to-order flows
        • Sell assemble-to-order items and inventory items together
        • Create blanket assembly orders
        • Undo assembly posting
        • Assembly BOMs
        • Design details: Assembly order posting
      • Manufacturing
        • Manufacturing analytics
          • Power BI manufacturing app
            • Current Utilization
            • Historical Utilization
            • Work Center Load
            • Allocated Hours
            • Expected Capacity Need
            • Finished Production Order Breakdown
            • Consumption Variance
            • Capacity Variance
            • Average Production Times
            • Released Production Orders
            • Production Scrap
            • Manufacturing KPIs
          • View the load in work and machine centers
          • Built-in production reports
            • Production Order - WIP
            • Item - Able to Make (Time)
            • BOM Cost Share Distribution
            • Quantity Explosion of BOM
            • Rolled-up Cost Shares
            • Single-Level Cost Shares
            • Detailed Calculation
            • Where-Used (Top Level)
            • Item BOM Compare list
            • Prod. Order - Job Card
            • Prod. Order - Precalc. Time
            • Prod. Order - Calculation
            • Prod. Order Detailed Calc
            • Capacity Task list
            • Work Center Load
            • Machine Center Load
            • Work Center Load
            • Machine Center Load
            • Routing Sheet
            • Prod. Order Shortage list
            • Subcontractor Dispatch List
            • Production Order Statistics
          • Legacy reports (will be removed)
            • Work Center List (legacy)
            • Machine Center List (legacy)
        • Production orders
        • Create production orders
        • Subcontract manufacturing
        • Post consumption and output for one released production order line
        • Batch post consumption
        • Batch post output and run times
        • Reverse output posting
        • Post scrap
        • Post capacities
        • Finished production order costs
      • Warehouse management
        • Inventory and warehouse reports
        • Inbound warehouse processes
          • Find your work assignments
          • Receive items
          • Put away items with inventory put-aways
          • Put away items with warehouse put-aways
          • Cross-dock items
          • Walkthrough: Receive and put away in basic warehouse configurations
          • Walkthrough: Receive and put away in advanced warehouse configurations
        • Outbound warehouse processes
          • Find your work assignments
          • Pick items with inventory picks
          • Pick items for warehouse shipment
          • Ship items
          • Cross-dock items
          • Walkthrough: Picking and shipping in basic warehouse configurations
        • Internal warehouse processes
          • Production, assembly, and job activities
            • Flows for production, assembly, and jobs
            • Pick for production, assembly, or jobs in basic warehouse configurations
            • Pick for production, assembly, or jobs in advanced warehouse configurations
            • Put away production output
          • Move items
            • Transfer inventory between locations
            • Move items internally in basic warehouse configurations
            • Move items in advanced warehouse configurations with directed pick and put-away
          • Warehouse counting
            • Design details: Integration with inventory
            • Use documents to count and adjust inventory
            • Count, adjust, and reclassify inventory
      • Service management
        • Service management analytics
          • View service statistics
          • Service management reports
            • Service Order
            • Service Item Line Labels
            • Service Quote
            • Service Tasks
            • Service Order - Response Time
            • Service Profit (Resp. Centers)
            • Service Profit (Serv. Orders)
            • Service - Invoice
            • Service - Credit Memo
            • Service - Shipment
            • Service Document - Test
            • Service Items
            • Service Item Worksheet
            • Service Items Out of Warranty
            • Service Profit (Service Items)
            • Service Item - Resource Usage
            • Dispatch Board
            • Service Load Level
            • Service Contract
            • Service Contract-Detail
            • Service Contract Quote
            • Service Contract Quote-Detail
            • Contract Quotes to Be Signed
            • Service Profit (Contracts)
            • Service Contract - Customer
            • Serv. Contract - Salesperson
            • Maintenance Visit - Planning
            • Contr. Gain/Loss - Resp. Ctr.
            • Maintenance Performance
            • Contract Gain/Loss Entries
            • Contract Invoicing - Test
            • Contract Price Update - Test
            • Expired Contract Lines - Test
            • Contr. Serv. Orders - Test
            • Serv. Pricing Profitability
            • Prepaid Contr. Entries
        • Planning service management
          • Service price management
          • Service order status and repair status
          • Allocation status and repair status of service items
          • View service statistics
        • Fulfill service contracts
          • Multiple contracts
          • Service contracts and service contract quotes
          • Change the annual amount on service contracts or contract quotes
        • Deliver service
          • Create service quotes
          • Create service orders
          • Create service invoices or credit memos
          • Allocate resources
          • Service tasks
          • Service posting
          • Post service orders and credit memos
          • Lend and receive loaners
      • Online store with Shopify
        • Get started with the Shopify connector
          • Create and set up a Shopify account
        • Synchronize items and inventory with Shopify
        • Synchronize customers and companies with Shopify
        • Synchronize and fulfill sales orders with Shopify
        • Synchronize transactions and payouts
        • Set up taxes for the Shopify connection
        • Automate Shopify synchronization using the job queue
        • Troubleshoot the Shopify connector
        • FAQ for the Shopify connector
        • Walkthrough: Set up and use the Shopify connector
      • Company hub
        • Manage work across companies with the company hub
        • Add companies to your company hub
        • Troubleshoot your company hub
      • Local functionality
        • Development of validated localization apps
        • Canada
          • Local functionality in the Canadian version
          • Tax
            • Reporting Goods and Services Tax (GST) and Harmonized Sales Tax (HST) in Canada
            • Report sales tax in Canada
          • Banking and payments
            • Create deposits
            • Make electronic payments
          • General
            • Print troubleshoot reports
            • GIFI codes
          • Record of Employment (ROE) administration in Canada
            • Create a Record of Employment (ROE) while terminating an employee
            • Mass create records of employment
            • View Record of Employment (ROE) details
            • Edit Record of Employment (ROE) details
            • Create a Record of Employment (ROE) export file
            • Update Sparkrock 365 with the Record of Employment (ROE) serial number information from Service Canada
        • United States
          • Local functionality in the US version
          • Tax
            • Sales taxes
              • Basic tax setup
              • Sales tax in the US
              • Set up use tax and purchase tax
              • Set up unrealized sales tax and sales payment discounts
            • IRS1099
              • Introduction to the IRS 1099 forms and its functionality
              • Set up and use the IRS 1099 form for version 24 (2024 release wave 1)
              • Use the IRS 1099 forms
              • Submit and report the IRS 1099 forms
              • Deprecated 1099 feature
                • Set up and use the IRS 1099 form
                • Regulatory 1099 format changes and details
            • Set up and use the IRS 1096 form
          • Banking and payments
            • Create deposits
            • Reconcile bank accounts
            • Make electronic payments
          • General
            • Print troubleshoot reports
            • Submit regulatory alerts
        • Time entry
          • How relevant time entry units are determined
          • Perform time sheet entry
          • Reopen approved time sheet entries
          • Time sheet administrator approvals
          • Time entry approval request background processing
          • Analyze time entry data
          • Archive time entry lines
      • Payroll administration
        • Absence payouts
          • Create an absence payout request
          • Absence payout request approvals
          • Process an absence payout request
          • Cancel an absence payout request
          • Reopen an absence payout request
          • Load absence payout time into the compensation journal
          • View absence payout details in the compensation journal
          • View absence payout details for an absence registration
          • View absence payout details for an employee absence
          • View absence payout details on an employee attendance plan
        • Compensation journal
          • View the compensation journal
          • Create a compensation journal template
          • Create a compensation journal batch
          • Edit the compensation journal
          • Change the compensation journal default pay cycle period
          • Load lines into the compensation journal
          • View compensation journal errors and warnings
          • Process a compensation journal comparison analysis
          • Run a compensation journal test report
          • Send the compensation journal to payroll
          • Create a payroll batch
          • Process payroll
          • Import compensation journals
          • Absence request payouts for salaried employees
          • Load absence payout time into the compensation journal
          • View absence payout details in the compensation journal
          • Recalculate allowances in the compensation journal
          • Standard units
          • Display offset for regular hours for unpaid time
        • Generate vendor payables from the payroll expense ledger
        • Ontario Non-Union Education Trust (ONE-T) import
        • Ontario Non-Union Education Trust (ONE-T) export
          • Ontario Non-Union Education Trust (ONE-T) export file administration
            • Load Ontario Non-Union Education Trust (ONE-T) export file data into the ONE-T worksheet
            • Provincial benefits data exchange worksheet errors and warnings
            • Create the Ontario Non-Union Education Trust (ONE-T) export file
            • Post the Ontario Non-Union Education Trust (ONE-T) export file
            • Delete Ontario Non-Union Education Trust (ONE-T) export data from the ONE-T worksheet
            • Provincial benefits data exchange register
            • View Ontario Non-Union Education Trust (ONE-T) data exchange entries
            • Ontario Non-Union Education Trust (ONE-T) export file header and footer
            • Initial Ontario Non-Union Education Trust (ONE-T) export fields
        • Process payroll
          • ACH prenote
          • Add employee deductions
          • Add employee PTO hours
          • Add employee salary
          • Batch payroll processing
          • Create new employee
          • Employee card ribbon definitions
          • Employee change request / approval
          • Employee user defined codes
          • Enter hours details
          • Payroll applicants
          • Payroll journal
          • Piece rate entries
          • Post amount accrual to GL
          • Process individual payroll documents
          • PTO hours approval
          • PTO hours journal
          • Run a payroll batch
          • Salary modification date
          • Scheduled batch
          • Termination wizard
          • Updated W-4
          • Reverse a compensation register
          • Reverse compensation ledger entries
        • Process time off in lieu and banked time off in lieu
        • Ontario Teachers Insurance Plan (OTIP) exports
          • Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file Administration
            • Update employee assignments for the Ontario Teachers Insurance Plan (OTIP)
            • Load Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file data into the Ontario Teachers Insurance Plan (OTIP) worksheet
            • Provincial benefits data exchange worksheet errors and warnings
            • Create the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
            • Post the Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export file
            • Delete Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) export data from the OTIP worksheet
            • Provincial benefits data exchange register
            • View Ontario Teachers Insurance Plan (OTIP) Member, Position, Leave (MPL) data exchange entries
          • Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file administration
            • Update employee assignments for the Ontario Teachers Insurance Plan (OTIP)
            • Load Human Resources Information System (HRIS) export file data
            • Dates on the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
            • Edit data before exporting the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
            • Create the Ontario Teachers Insurance Plan (OTIP) Human Resources Information System (HRIS) export file
            • Clear the OTIP export page workspace
            • HRIS export file archives
        • View payroll version
      • Scheduling
        • Create a schedule from a schedule template
        • Mass shift changes
        • Mass validate and publish schedules
        • Scheduling options
        • Scheduling training integration
        • Shift trading administration
        • Validate schedule entries
      • Design details
        • Design details: Supply planning
          • Design details: Central concepts of the planning system
          • Design details: Reservation, order tracking, and action messaging
          • Design details: Balance demand and supply
          • Design details: Handle reorder policies
          • Design details: Plan parameters
          • Design details: Plan assignment table
          • Design details: Transfers in planning
        • Design details: Inventory costing
          • Design details: Cost methods
          • Design details: Change the cost method for items
          • Design details: Item application
          • Design details: Known item application issue
          • Design details: Cost adjustment
          • Design details: Posting date on adjustment value entry
          • Design details: Posting date on adjustment value entry
            • Error message "Posting date is not within your range of allowed posting dates"
            • Posting date on adjustment value entry compared to the source entry
          • Design details: Expected cost posting
          • Design details: Average cost
          • Design details: Variance
          • Design details: Rounding
          • Design details: Cost components
          • Design details: Inventory periods
          • Design details: Inventory posting
          • Design details: Production order posting
          • Design details: Assembly order posting
          • Design details: Reconciliation with the general ledger
          • Design details: Accounts in the general ledger
          • Design details: Inventory valuation
          • Design details: Revaluation
        • Design details: Warehouse management
          • Design details: Creating warehouse entries
          • Design details: Availability in the warehouse
        • Design details: Item tracking
          • Design details: Item tracking design
          • Design details: Item tracking posting structure
          • Design details: Active versus historic item tracking entries
          • Design details: Item tracking lines page
          • Design details: Item tracking availability
          • Design details: Item tracking and planning
          • Design details: Item tracking and reservations
          • Design details: Item tracking in the warehouse
        • Design details: General journal post line
          • General journal post line
          • General journal post line overview
          • Design details: Posting interface structure
          • Design details: Posting engine structure
        • Design details: Non-deductible VAT
        • Design details: Dimension set entries
          • Design details: Searching for dimension combinations
          • Design details: Table structure
    • Analytics, business intelligence, and reporting
      • Analytics by functional area
      • KPIs, dashboards, and financial reports
        • Using key performance indicators (KPIs) to meet your business goals
      • Power BI and Business Central
        • Power BI reports
        • Track KPIs with Power BI metrics
        • Power BI apps for Business Central
          • Installing Power BI apps for Business Central
          • Power BI apps/reports by functional area
          • Power BI apps FAQ
        • Using Financial Reporting
      • Ad-hoc data analysis
        • Sort, search, and filter
        • Search and filter FAQ
        • Save and personalize list views
        • Analyze page data in Excel
        • Analyze list and query data with analysis mode
        • Ad-hoc data analysis by functional area
        • Analyze report data with Excel
      • Use reports in daily work
        • Run reports
        • Bookmark a report
        • Analyze report data with Excel
        • Print reports
        • Schedule reports
        • Share and export reports with the report inbox
        • Manage saved report settings
        • Set the layout used by a report
      • Built-in reports
        • Finance
          • Prepare financial reporting
          • Key financial reports
          • Accounts receivable reports
          • Accounts payable reports
          • Sustainability reports
          • Column definition ledger entry type calculations
        • Sales reports
        • Purchase reports
        • Inventory and warehouse reports
        • Project
          • Project reports
          • View project usage estimates
          • Monitor project progress and performance
        • Fixed assets reports
        • Assembly management
          • Assembly Management Reports
          • View the Bill Of Material (BOM) structure
        • Manufacture
          • Production reports
          • View load on work and machine centers
          • View work center ledger entries
        • Service management
          • View service statistics
          • Service orders
          • Service quotes
          • Posted service document
        • Human resources
          • Employment Data & Analysis System (EDAS) reporting
          • British Columbia pension reporting
        • Reporting and analytics
          • Create a reporting and analytics report
          • Reporting and analytics report overview
          • Export reporting and analytics data to Excel
          • Print a reporting and analytics report
          • Apply dimension filters to a reporting and analytics report
          • Edit a reporting and analytics report
          • Copy a reporting and analytics report
          • Column definition ledger entry type calculations
          • Delete a reporting and analytics report
      • Report usage telemetry
      • Develop reports
        • Develop report layouts
          • Layout types (Word, Excel, RDLC)
          • Create and modify layouts
          • Word layouts
          • Excel layouts
          • RDLC layouts
          • Use fonts in layouts
          • Set the default layout
        • Develop report datasets
          • Report Development Guide
          • Report Performance Tuning Guide
      • Analyze data in business intelligence tools
        • Microsoft Fabric and Business Central
        • Extract data to data warehouses or data lakes
        • Read data with the Business Central API
        • Intelligent insights (on-premises)
    • Security, privacy, and compliance
      • Security and protection
      • Privacy
        • Privacy (microsoft.com)
      • Compliance
        • Application compliance
        • Service compliance
        • Certifications
      • Service overview
      • Trial features that connect to other Microsoft services
    • Development and administration
      • Get started with development and administration documentation
      • Administration tasks in Business Central
        • Administration tasks
        • Manage access to Business Central
          • Control access to Business Central using security groups
          • Access with Microsoft 365 licenses
            • Set up access with Microsoft 365 licenses
            • User access flow
            • FAQ
          • Grant user permissions
            • Create users according to licenses
            • Assign permissions to users and groups
        • Manage user settings
          • Manage profiles
          • Manage user settings and preferences
        • Control your data
          • Classify data sensitivity
          • Respond to requests about personal data
          • Log changes
            • Review the change log setup
          • Compress data or delete documents to manage storage
          • Archive data
          • Define data retention policies
          • Manage data encryption
          • View database locks
        • Set up printers
        • Privacy notices status
        • Create companies
        • Use job queues to schedule tasks
        • Publish a web service
        • Configure API templates
        • Extend your trial version
        • Inspect pages
        • View table information
        • Enable new features ahead of time
        • Onboard users with checklists
        • Sandbox environments
        • View system diagnostics
      • Copilot and AI capabilities
      • Customize Business Central
        • Customize pages for profiles
        • Change which features are displayed
        • Set up a colored indicator on cues
        • Customize with extensions
          • Install and uninstall extensions
          • AMC banking 365 fundamentals extension
          • Ceridian payroll
          • Company hub
          • DK - C5 data migration
          • DK - Payments and reconciliations
          • DK - Tax file formats
          • Envestnet Yodlee bank feeds
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    Version 22.5 for Sparkrock 365 2023 release wave 1 release notes   Published January 25, 2024

    These release notes include supplemental information about version 22.5 for Sparkrock 365 2023 release wave 1.

    Video

    The following video includes information about the new features and enhancements in version 22.5 for Sparkrock 365 2023 release wave 1.

    Highlights

    The following sections highlight the major accomplishments in this release.

    Platform
    • Microsoft Dynamics 365 Business Central 22.5

    • All users can view approval entries for documents

    Finance and Procurement
    • New Financial Analysis extension

    • Add an attachment after an approver has approved a purchase requisition or payment request

    • T4A liable information on posted purchase invoices

    HR Management
    • Absence request payouts for salaried employees

    • Specify a calculation end date on a full return to work HR request

    • Update a return assignment when you process a leave change HR request

    • View company email information on the Employees page

    • Change the leave and return details for a processed leave and return HR request

    • Preferred first name is now automatically populated on a new hire HR request

    • Set preferred first name when performing user setup

    • Set the Type to Earning on an HR Deduction Code

    • Automatically update the employee's status when processing an HR request

    • Statutory pay is now supported in the compensation journal when the Pay Type is Salary on an HR employee assignment

    Payroll Administration
    • Payroll has been updated to version 23.37.0.0

    • Reverse compensation ledger entries

    • Payroll event codes 013 has been added for more payroll flexibility

    • Dimension mapping enhancements for HR deduction codes with the Type of Earning

    Time Entry
    • Set up time entry for terminated employees for a specific HR employee assignment

    New features and changes

    Version 22.5 for Sparkrock 365 2023 release wave 1 introduces exciting new features and enhancements to existing functionality.

    Platform

    Microsoft Dynamics 365 Business Central 22.5

    The base Microsoft Dynamics 365 Business Central platform that powers Sparkrock 365, has been updated from 22.4 to 22.5.

    For more information about Microsoft Dynamics 365 Business Central releases, select the following links:

    • What's new and planned for Dynamics 365 Business Central

      • Update 22.5 for Microsoft Dynamics 365 Business Central online 2023 release wave 1

      • Update 22.4 for Microsoft Dynamics 365 Business Central online 2023 release wave 1

      • Update 22.3 for Microsoft Dynamics 365 Business Central online 2023 release wave 1

      • Update 22.2 for Microsoft Dynamics 365 Business Central online 2023 release wave 1

      • Update 22.1 for Microsoft Dynamics 365 Business Central online 2023 release wave 1

    To view a detailed list of cumulative platform fixes that are available from Microsoft, see Update history for Microsoft Dynamics 365 Business Central.

    All users can view approval entries for documents

    Before this release, only approval requesters, approvers, and approval administrators could view approval entries for documents. Starting with this release, you can set up Sparkrock 365 so that all users can view approval entries for documents.

    To support this feature, on the General Ledger Setup page, this release introduces a View Approval Entries field.

    General Ledger Setup page View Approval Entries field

    To set up Sparkrock 365 so that all users can view approval entries for documents, turn on View Approval Entries. Alternatively, to have Sparkrock 365 behave the same as previous release, ensure that View Approval Entries is turned off.PD-2098

    Finance and Procurement

    New Financial Analysis extension

    This release introduces a Financial Analysis extension that is available to all customers. This new extension replaces the professional services Financial Analysis extension that was only available for specific customers. For more information about update considerations, see Update considerations.

    The new Financial Analysis extension provides the capability for you to compare in real-time budget versus actual financial information. You can view variances or differences, and then drill down to view the underlying records.

    Financial Analysis page
    Important

    Important:
    To eliminate the need to support multiple financial analysis solutions, Sparkrock plans to retire the Reporting and Analytics extension in 2025. Sparkrock will communicate more details regarding timing as soon as that information becomes available. Sparkrock recommends that you start using the Financial Analysis extension before 2025.

    It is recommended that the following financial analysis permission sets be assigned to users based on their responsibilities.

    Permission Set Name Type Extension Name
    SPKFA ANALYSIS, EDIT SR365 Create Fin. Analysis System Financial Analysis
    SPKFA ANALYSIS, VIEW SR365 View Financial Analysis System Financial Analysis
    SPKFA DATA SET, EDIT SR365 Create data sets System Financial Analysis
    SPKFA DATA SET, VIEW SR365 View data sets System Financial Analysis

    For more information about the Financial Analysis extension, see Financial Analysis.PD-1758

    Add an attachment after an approver has approved a purchase requisition or payment request

    Some customers require the capability to add an attachment to a purchase requisition or payment request after an approver has approved the document. To support these customers, this release introduces on the Purchases & Payables Setup page, an Always Allow Attachments field.

    Purchases & Payables Setup page Always Allow Attachments field

    When the Always Allow Attachments field is turned on, attachments can be added to a purchase requisition or payment request regardless of the status. Alternatively, when Always Allow Attachments field is turned off and a purchase requisition or payment request has a Status of Approved, Sparkrock 365 behaves the same as previous releases and prevents a user from adding an attachment.PD-2448

    T4A liable information on posted purchase invoices

    For Canadian customers, to let you know whether a posted purchase invoice is T4A liable, this release adds a T4A Liable field on the Lines and Invoice Details FastTabs of the Posted Purchase Invoice page.

    Posted Purchase Invoice page T4A Liable field on Lines FastTab Posted Purchase Invoice page T4A Liable field on Invoice Details FastTab

    When T4A Liable is turned on, the posted purchase invoice is T4A liable. Alternatively, when T4A Liable is turned off, the posted purchase invoice is not T4A liable.P-2695

    HR Management

    Absence request payouts for salaried employees

    Some organizations choose to report on pay stubs absence hours or earnings that salaried employees take separately from regular earnings. To accommodate instances where a salaried employee exceeds their allocated entitlements for the year and takes an absence that is paid at a reduced rate or is unpaid, this release introduces a new Salary Hourly Rate field and changes to the compensation journal.PD-849

    New Salary Hourly Rate field

    To help with payouts of absences or banked balances for salaried employees, on the HR Employee Assignment Card page, this release introduces a Salary Hourly Rate field.

    HR Employee Assignment Card page Salary Hourly Rate field

    Sparkrock 365 automatically calculates the value of the Salary Hourly Rate field.

    To determine the value of the Salary Hourly Rate field, Sparkrock 365 uses the following calculation:

    Salary Hourly Rate = (Annual Salary on Amount field x Active FTE x Pay Grid Pay Period Adj. Factor x Pay Period Frequency) / Hours per Year

    Example

    Consider the following scenario:

    • A part-time employee records an absence of 7.5 hours.
    • The employee has a FTE of 1.0.
    • The employee has a salary of $55,000.
    • The number of pay periods is 26.
    • The pay period adjustment factor is 1 / 26 = 0.0384615385.
    • The number of hours per week are 37.5.
    • The hours per year are 1950.

    To determine the payout for the absence, Sparkrock 365 performs the following calculations:

    • Salary Hourly Rate:

      ($55,000 x 1.0 x 0.0384615385 x 26) / 1950 = $28.205128233

    • Absence payout:

      $28.205128233 x 7.5 = $211.54

    Compensation journal changes for absence request payouts for salaried employees

    Starting with this release, absence requests for salaried employees now appear in the compensation journal.

    Compensation Journal page Absence Lines

    The values for Amount and Days Worked in Pay Period are adjusted accordingly for the absence requests.

    Example

    Consider the following scenario:

    • An employee earns a salary Amount of $55,000.
    • The Active FTE for the employee is 1.00.
    • The employee has an HR Pay Cycle Code of BIWEEKLY.
    • The Pay Period Amount is $2,115.38.
    • The Salary Hourly Rate is $28.205128233.
    • The employee works 7.5 hours a day and 37.5 hours per week.
    • The following HR pay codes are setup:
      CodeDescriptionHR Pay Code Multiplier
      EARN SALARYEarn Salary1.00
      UNPAIDUnpaid Sick Leave-1.00
      EARN SICK 90-SALSick Leave Paid at 90% of Salary0.90
      EARN SICK PAY-SALSick Leave Paid at 100% of Salary1.00

    If this employee had 3 absences in the pay period, one for each of the HR pay codes, the lines in the compensation journal would appear as described in the following table.

    HR Pay Code Hours / Days Absence Quantity Multiplier Paid FTE Amount Per Pay Assignment Amount HR Pay Cycle No. of Days in Pay Period Days Worked in Pay Period
    EARN SALARY 60 0 1.00 1.00 1,692.30 2,115.38 BIWEEKLY 10 7
    UNPAID -7.5 7.5 -1.00 0.00 -211.54 0.00 BIWEEKLY 0 0
    EARN SICK 90-SAL 7.5 7.5 0.90 0.00 190.38 0.00 BIWEEKLY 0 0
    EARN SICK PAY-SAL 7.5 7.5 1.00 0.00 211.54 0.00 BIWEEKLY 0 0

    The following screen capture displays a sample pay stub.PD-1869

    Pay stub example

    Specify a calculation end date on a full return to work HR request

    Starting with this release, you can specify a calculation end date on a full return to work HR request. When the HR request is processed, Sparkrock 365 adds the specified calculation end date from the HR request to the Calculation End Date field on the employee's return to work assignment.

    To support this feature, this release adds on the HR Request-Leave - Full Return page, a Calculation End Date field.

    HR Request-Leave - Full Return page Calculation End Date field

    For more information, see Return employees to work.PD-2429

    Update a return assignment when you process a leave change HR request

    This release introduces the capability for you when processing a leave change HR request to have Sparkrock 365 automatically update the return assignment. For example, while an employee is on leave, you may want to update their payroll information on their leave assignment and automatically have Sparkrock 365 apply those changes to their return assignment.

    To support this feature, this release introduces the following changes to Sparkrock 365:

    • On the HR Request-Leave page, this release adds the Update Return Assignment and Return Assignment Entry No. fields.

      HR Request-Leave - Full Return page Calculation End Date field

      The Update Return Assignment field specifies whether the return assignment is to be updated when a leave change HR request is processed. When the Update Return Assignment field is turned off, Sparkrock 365 behaves the same as previous releases.

      The Return Assignment Entry No. field specifies the assignment entry number that is associated with the return to work assignment. Sparkrock 365 automatically populates this field when the Update Return Assignment field is turned on.

    • On the HR Process Functions page, this release adds the following record.

      HR Reason Code HR Function Code HR Step HR Function Description
      37-LEAVE CHANGE 63 11 Update future return HR Employee assignment (63)

      The purpose of this function is to update the active assignment that was created from a previously processed full return or leave and return HR request. When a leave change HR request is processed and the Update Return Assignment field is turned on, Sparkrock 365 cancels the active assignment, and then automatically creates and processes a details change HR request that creates a return assignment with updated data based on the HR request details.

      Alternatively, when a leave change HR request is processed and the Update Return Assignment field is turned off, Sparkrock 365 does not perform any additional steps.

    • In the event that a leave change HR request is reversed where the Update Return Assignment field is turned on, Sparkrock 365 reverses the changes that were processed in the original HR request, including the changes to the return assignment.

    For more information, see Change leave details.PD-2524

    View company email information on the Employees page

    To provide the capability for you to view the company email information for multiple employees on one page, this release introduces on the Employees page, a Company Email field.

    Employees page Company Email field

    The Company Email field specifies the employee's email address at the company. By default, the Company Emailfield is hidden. To add the field to the Employees page, you can use the personalization feature. For more information about adding a field, see Personalize your workspace.

    Sparkrock 365 populates the Company Email field on the Employees page based on the value that is specified in the Company Email field on the respective Employee Card page.PD-2482

    Change the leave and return details for a processed leave and return HR request

    Starting with this release, if required, you can change the leave and return details that were created during the processing of a leave and return HR request. To change the details, you can create, and then process a change leave and return HR request.

    For example, consider a scenario where you processed an HR request for an employee who is taking a maternity or parental leave. Due to the baby arriving early, you now must adjust the dates on the leave and return assignments. To adjust the dates, you can process a change leave and return HR request.

    When you process a change leave and return HR request, Sparkrock 365 cancels the original HR leave and return employee assignments, and then creates leave and return employee assignments with the updated details that you specified in the HR request.

    In the event that the change leave and return HR request is reversed, Sparkrock 365 cancels the new leave and return employee assignments, and restores the original HR leave and employee assignments.

    To support this feature, this release introduces the following changes to Sparkrock 365:

    • On the HR Reason Codes page, this release adds the Code of 52-CHG LEAVE RETURN.

      HR Reason Codes page 52-CHG LEAVE RETURN
    • On the HR Process Functions page, this release adds the following records for HR requests that have the Process Type of Change Leave And Return.

      HR Reason Code HR Function Code HR Step HR Function Description
      52-CHG LEAVE RETURN 64 1 Insert Details Change Employee Assignment Entries for Leave and Return (64)
      52-CHG LEAVE RETURN 65 2 Set Status to Cancel on Assignment Entries created through Leave and Return (65)
      52-CHG LEAVE RETURN 52 3 Update Assignment No. on Schedule Templates (52)
      52-CHG LEAVE RETURN 57 4 Recalculate Seniority Hours/Day Value (57)
      52-CHG LEAVE RETURN 59 5 Update Employee Benefit(s) (59)
      52-CHG LEAVE RETURN 61 7 Update Assignment No. on Time Line Details (61)
      52-CHG LEAVE RETURN 46 8 Insert Attendance Plan (46)
      52-CHG LEAVE RETURN 62 9 Transfer Emp. Attendance Balances to new Assignment (62)
    • Changes to the HR request processing functionality to support the processing and reversing of change leave and return HR requests.

    For more information, see Change leave and return details.PD-2208

    Preferred first name is now automatically populated on a new hire HR request

    To save you time when you are filling out the details for a new hire HR request, Sparkrock 365 now automatically populates the Preferred First Name field. To populate the field, Sparkrock 365 uses the value that you specified in the First Name (Legal) field.

    HR Request-Hire page Preferred First Name field

    If required, you can change the value of the Preferred First Name field.

    If the Preferred First Name field is populated when you make a change to the First Name (Legal) field, Sparkrock 365 does not automatically update the Preferred First Name field.

    For more information, see Hire or rehire employees.PD-2789

    Set preferred first name when performing user setup

    Starting with this release, you can set Sparkrock 365 to use a user's preferred name when performing the user's setup during processing of a new hire HR request.

    To support this feature, this release adds on the Advanced HR Setup page, in the Address First Local-Part field, the new Preferred First Name option.

    Advanced HR Setup page Address First Local-Part field

    When Address First Local-Part is set to Preferred First Name, Sparkrock 365 uses the value in Preferred First Name on the HR Request-Hire page to automatically populate the following fields during processing of a new hire HR request:

    • On the Employee Card page, the Company Email field.

    • On the mySparkrock User Setup Card page, the User Name and E-Mail fields.

    For example, in the following screen capture, you can see that Preferred was specified in the Preferred First Name field.

    HR Request-Hire page Preferred First Name field

    When the new hire HR request was processed, Sparkrock 365 automatically populated the value of the Company Email and E-Mail fields to be preferred.last@test.ca as well as automatically populated the User Name field to be PREFERRED.LAST as shown in the following screen captures.

    Employee Card page Company Email field mySparkrock User Setup Card page User Name and E-mail fields

    For more information, see Set up the Advanced HR Setup page.PD-2788

    Set the Type to Earning on an HR Deduction Code

    To support payroll administration, on the HR Deduction Codes page, this release introduces the capability for you to set the Type field to have a value of Earning.

    HR Deduction Codes page Type field

    The capability to set the Type field to Earning for an HR deduction code is necessary because of the following reasons:

    • Certain earnings must be calculated and displayed for payroll processing. For example, the EI REBATE code is a common HR deduction code that is not calculated or loaded on the compensation journal, but is calculated during payroll processing.

    • These types of earnings ofter require dimension mapping.

    When you set the Type to Earning for an HR deduction code, and then choose AssistEdit for Employee External ID or Employer External ID, Sparkrock 365 automatically filters the resulting list of payroll codes to display only records that have the Type of Earnings.

    For information about dimension mapping changes that relate to this feature, see Dimension mapping enhancements for HR deduction codes with the Type of Earning.PD-2770

    Automatically update the employee's status when processing an HR request

    Starting with this release, when an HR request is processed, Sparkrock 365 reviews the total Active FTE, and then updates the Status on the Employee Card page to Active or Inactive. When the total Active FTE is greater than zero, Sparkrock 365 sets the Status to Active. Alternatively, when the total Active FTE is zero, Sparkrock 365 sets the Status to Inactive.

    The following table describes how Sparkrock 365 determines the value of the Status field for different leave HR request scenarios.

    Number of assignments Active FTE Before Leave Leave FTE Before Leave Active FTE After Leave HR Request is Processed Leave FTE After Leave HR Request is Processed Status on the Employee Card page
    1 1.0 0.0 0.0 1.0 Inactive
    1 1.0 0.0 0.5 0.5 Active
    2 0.6 and 0.4 0.0 and 0.0 0.0 and 0.4 6.0 and 0.0 Active
    2 0.6 and 0.4 0.0 and 0.0 0.0 and 0.0 0.6 and 0.4 Inactive

    The following table describes how Sparkrock 365 determines the value of the Status field for different return HR request scenarios.

    Number of assignments Active FTE Before Return Leave FTE Before Return Active FTE After Return HR Request is Processed Leave FTE After Return HR Request is Processed Status on the Employee Card page
    1 0.0 1.0 1.0 0.0 Active
    1 0.0 1.0 0.5 0.5 Active
    2 0.4 and 0.6 0.6 and 0.4 0.6 and 0.0 0.0 and 4.0 Active

    The timing of the update to the Status field depends on the Effective Date, Calculation End Date, or Leave Return Date of the respective HR request. When the Effective Date, Calculation End Date, or Leave Return Date is less than or equal to the work date, Sparkrock 365 updates the field instantly. Alternatively, when the Effective Date, Calculation End Date, or Leave Return Date is in the future, Sparkrock 365 creates one or two scheduled tasks that will update the Status when the Effective Date, Calculation End Date, or Leave Return Date is reached. Sparkrock 365 determines whether to create one or two scheduled tasks based on the type of HR request. If the HR request is only a leave or only a return, Sparkrock 365 creates one scheduled task. If the HR request is a leave and return, Sparkrock 365 creates two scheduled tasks, one task for the leave and one task for the return.

    To enable the updating of the Status field on the Employee Card page when an HR request is processed, this release introduces a Set Employee Status to Active or Inactive based on Total FTE function.

    The following table shows the list of HR reason codes to which this new function was added.

    HR Reason Code HR Function Code HR Step HR Function Description
    20-ADD ASSIGN 66 13 Set Employee Status to Active or Inactive based on Total FTE (66)
    35-ON LEAVE 66 10 Set Employee Status to Active or Inactive based on Total FTE (66)
    36-TEACHER ON LEAVE 66 10 Set Employee Status to Active or Inactive based on Total FTE (66)
    37-LEAVE CHANGE 66 12 Set Employee Status to Active or Inactive based on Total FTE (66)
    40-FULL RETURN 66 10 Set Employee Status to Active or Inactive based on Total FTE (66)
    45-GRAD RETURN 66 10 Set Employee Status to Active or Inactive based on Total FTE (66)
    46-CHG GRAD RETURN 66 10 Set Employee Status to Active or Inactive based on Total FTE (66)
    50-LEAVE AND RETURN 66 12 Set Employee Status to Active or Inactive based on Total FTE (66)
    51-TCHR LEAVE RETURN 66 12 Set Employee Status to Active or Inactive based on Total FTE (66)
    52-CHG LEAVE RETURN 66 10 Set Employee Status to Active or Inactive based on Total FTE (66)
    80-ASSIGN END 66 3 Set Employee Status to Active or Inactive based on Total FTE (66)
    85-ASSIGN END ROE 66 4 Set Employee Status to Active or Inactive based on Total FTE (66)
    86-TCHR ASGN END ROE 66 4 Set Employee Status to Active or Inactive based on Total FTE (66)

    You can view the records in the table above on the HR Process Functions page.

    In the event that a HR request is reversed and the Effective Date, Calculation End Date, or Leave Return Date of the respective HR request is in the past, Sparkrock 365 returns the value of the Status field to the same value that existed before the HR request was processed. Alternatively, when an HR request is reversed and the Effective Date, Calculation End Date, or Leave Return Date of the respective HR request is in the future, Sparkrock 365 cancels the one or more pending scheduled tasks.PD-2684,PD-3145,PD-3146

    Statutory pay in the compensation journal is now supported when the Pay Type is Salary on an HR employee assignment

    This release introduces support for statutory pay in the compensation journal when on the respective HR Employee Assignment Card page, the Pay Type field has a value of Salary.

    To support this feature, this release introduces on the Advanced HR Setup page, the Calc. Stat. Pay for Salaried Employees field.

    Advanced HR Setup page Calc. Stat. Pay for Salaried Employees field

    When Calc. Stat. Pay for Salaried Employees is turned on, Sparkrock 365 calculates statutory pay for HR employee assignments where the Pay Type field has a value of Salary. Alternatively, when Calc. Stat. Pay for Salaried Employees is turned off, Sparkrock 365 behaves the same as in previous releases and only calculates statutory pay for HR employee assignments where the Pay Type field has a value of Hourly.

    For more information, see Set up payroll for statutory holiday pay.PD-755

    Payroll Administration

    Payroll has been updated to version 23.37.0.0

    To stay current with the latest payroll updates and fixes, payroll has been updated to 23.37.0.0.

    For more information, see Payroll release notes version 23.37.0.0 through 24.39.0.1.PD-1809

    Reverse compensation ledger entries

    Before this release, when payroll was processed incorrectly, users had to manually enter reversing entries in the compensation ledger, and then find and reverse the respective payroll ledger entries. To improve the process, this release introduces the capability for you to reverse compensation ledger entries and payroll ledger entries simultaneously. Also, Sparkrock 365 now automatically updates records that are associated with reversed compensation ledger entries.

    The following list describes the highlights of this feature:

    • When errors occur, this feature is useful for reversing the original incorrect compensation ledger entries before you create the corrected entries.

    • The reversed entries are the same as the original entries, except that fields, such as Amount, Hours / Days, Assignment Amount, and so on have a minus sign (-).

    • Sparkrock 365 links the original and reversed entries based on the values of the following new fields:

      • Reversed By Entry No.: Specifies the number of the correcting entry. If this field has a value other than 0, the entry cannot be reversed again.

      • Reversed Entry No.: Specifies the number of the original entry that was reversed.

    • Reversed compensation ledger entries have the same values for Employee No., Document No., and Posting Date as the original entry.

    • Users are prevented from reversing already reversed compensation ledger entries.

    • When reversing compensation ledger entries, you can choose to automatically reverse the respective payroll ledger entries that have the same Document No., Employee No., and Payment Date. If required, you also have the option to manually reverse the respective payroll ledger entries.

    • You can reverse a complete compensation register or individual compensation ledger entries.

    • When you reverse compensation ledger entries, Sparkrock 365 automatically updates any associated absence incidents, absence registrations, posted time sheet entries, shifts, and shift activities.

      Sparkrock 365 updates the associated entries as described in the following list:

      • Absence incidents:

        • The value of Sub. Status is updated from Posted to Open.
      • Absence registration entries:

        • The Payroll Processing and Transferred To Payroll checkboxes and cleared.
      • Posted time sheet entries:

        • The Status of the one or more time lines are updated from Posted to Approved.

        • The values of the Document No. and Posting Date fields are deleted.

      • Shifts: and shift activities:

        • The Status is updated from All Posted to Approved.
      • Shift activities:

        • The value of Payroll Posted is updated to No.

        • The values of the Posted By and Posted Date/Time fields are deleted.

    The following sections include information about the changes that were completed in Sparkrock 365 to support this feature.PD-129

    Compensation Registers page changes

    On the Compensation Registers page, this release adds the following field and action:

    • Reversed field: Specifies whether the register has been reversed.

      Compensation Registers page Reversed field
      Note

      Note:
      The Reversed checkbox is only selected when all compensation ledger entries for a register are reversed. If only some of the compensation ledger entries for a register are reversed, the Reversed checkbox is clear.

    • Reverse Register action: View the compensation ledger entries for the selected register.

      Compensation Registers page Reverse Register action

    For more information, see Reverse a compensation register.

    New Reverse Compensation Entries page

    This release introduces the Reverse Compensation Entries page.

    Reverse Compensation Entries page

    On the Reverse Compensation Entries page, you can choose Reverse to reverse all the compensation entries and post the correcting entries.

    Note

    Note:
    If any entries have the Reversed checkbox selected, those entries cannot be reversed from this page.

    New Reverse action on the Compensation Ledger Entries page

    On the Compensation Ledger Entries page, this release introduces a Reverse action.

    Compensation Ledger Entries page Reverse action

    You can use the Reverse action to reverse posted compensation ledger entries.

    When you choose the Reverse action, the Reverse Compensation Ledger Entries page opens.

    Reverse Compensation Ledger Entries page

    On the Reverse Compensation Ledger Entries, you can choose whether to reverse payroll entries. Also, you can filter the list of compensation ledger entries that you want to reverse.

    For more information, see Reverse compensation ledger entries.

    Payroll event code 013 has been added for more payroll flexibility

    Starting with this release, when creating payroll process procedures, you can use the new 013 event code.

    Procedure Events page Event Code 013

    Event code 013 returns the value of the Amount field where the Calculation Start Date is less than or equal to the Pay Cycle End Date and the Calculation End Date is blank or is greater than or equal to the Pay Cycle Start Date.

    For more information about payroll procedure events, see View payroll procedure events.PD-2139

    Dimension mapping enhancements for HR deduction codes with the Type of Earning

    To support HR deduction codes that have the new Type of Earning, this release also updates the dimension mapping functionality. After you complete the necessary setup, Sparkrock 365 performs dimension mapping during payroll processing. For more information, see Set Up Dimension Mapping for HR Deduction Codes with the Type of Earning.

    For more information about the new Type of Earning, see Set the Type to Earning on an HR Deduction Code.PD-3027

    Time Entry

    Set up time entry for terminated employees for a specific HR employee assignment

    In some locations, employees who are terminated can perform time entry for a specific duration after their termination date.

    Before this release, Sparkrock 365 only provided the capability for you to turn on time entry for terminated employees for all HR employee assignments.

    This release introduces the capability for you to specify the one or more specific HR employee assignments for which an employee can perform time entry after termination.

    To turn on time entry for terminated employees for specific HR employee assignments, this release introduces on the HR Employee Assignment Card page, an Hours Entry End Date Enabled on Assignment field.

    HR Employee Assignment Card page Hours Entry End Date Enabled on Assignment field

    When the Hours Entry End Date Enabled on Assignment field is turned on for a specific assignment, an Hours Entry End Date field appears on the respective HR Employee Assignment Card page.

    HR Employee Assignment Card page Hours Entry End Date Enabled on Assignment field

    The Hours Entry End Date field specifies the date after which a user cannot perform time entry.

    Alternatively, when the Hours Entry End Date Enabled on Assignment field is turned off, Sparkrock 365 does not display the Hours Entry End Date field.

    For more information, see Set up time entry for terminated employees.PD-2474

    Update considerations

    Consider the following information before updating to version 22.5 for Sparkrock 365 2023 release wave 1.

    New Financial Analysis extension

    The new Financial Analysis extension is installed automatically. All existing data sets are available for use with the new extension.

    When you update to this version, Sparkrock recommends that you uninstall the professional services Financial Analysis extension because the extension is now redundant. The professional services Financial Analysis extension has an App ID of 803f59b4-bff2-4f20-b7ed-86adbf8880d7.

    Extension Settings page App ID field

    For more information about how to uninstall an extension, see Install and uninstall extensions (apps) in Business Central.

    To view the App ID of an extension

    1. Choose Lightbulb that opens the Tell Me feature., enter extension management, and then choose the related link.

      The Extension Management page opens.

    2. Select the row of the extension for which you want to view the App ID, and then on the action bar, choose Manage > View.

      The Extension Settings page opens and you can view the App ID.

    Pending approvals

    Before updating to this version from Sparkrock 2016, it is recommended that you update the approval status of any documents that are in a pending approval or in progress state to an approved or open state.PD-446

    Missing permissions

    When you update to this version, users may encounter permission related errors. The following table describes the Sparkrock 365 pages where these errors may appear, the error, and the permission setup that is necessary to prevent the error.

    PageErrorPermission Setup To Prevent Error
    Object IDObject NameRead PermissionInsert PermissionModify PermissionDelete Permission
    Purchase InvoiceSorry, the current permissions prevented the action. (TableData VAT Setup Tax Setup Read: Base Application).189VAT SetupYes
    Purchase Credit MemoSorry, the current permissions prevented the action. (TableData Purch. Cr. Memo Entity Buffer Insert: Base Application).5508Purch. Cr. Memo Entity BufferYesYesYesYes
    Note

    Note:
    Sparkrock recommends that you add these permissions to a permission set to which the user is already assigned.

    For information about how to assign permissions to users and groups, see Assign permissions to users and groups.

    Known problems

    The following sections include information about the known problems in version 22.5 for Sparkrock 365 2023 release wave 1.

    Platform

    Connectivity issue with APIs and other services or integrations

    After updating to this release, you may experience connectivity issues with APIs and other services or integrations.

    The following list includes examples of how connectivity issues may become apparent:

    • API errors

    • Power BI dashboards may no longer work correctly

    • Integrations may have trouble communicating with Sparkrock 365

    Workaround

    To resolve this problem, you must uninstall, and then install the respective extension. To uninstall, and then install the extension, perform the following steps:

    1. In Sparkrock 365, choose Lightbulb that opens the Tell Me feature., enter extension management, and then choose the related link.

      The Extension Management page opens.

    2. In Search, enter api.

      Extension Management page Search field

      A list of the API extensions are displayed, for example, PS Finance APIs.

      You may have to change your view so that you can view the version number for any extension. To view the version number for all extensions, choose View layout options, and then choose List.

      Extension Management page View Layout Options
    3. For each extension that does not have a version that starts with v.22.5 and Is Installed is selected, perform the following steps to uninstall, and then install the extension:

      1. Select the extension that you want to update, and then on the action bar, choose Manage > Uninstall.
        The Extension Uninstallation page opens.
      2. Choose Uninstall.
        A dialog box appears and displays text that indicates the extension was successfully uninstalled.
      3. To close the dialog box, choose OK.
      4. Select the extension that you want to update, and then on the action bar, choose Manage > Install.
        The Extension Installation page opens.
      5. Choose Next.
        The page refreshes and you are requested to review extension information before installation.
      6. To proceed, turn on I accept the terms and conditions.
      7. Choose Install.
        The extension is updated to the latest version.

    Alternate workaround

    It is possible that custom web services may have been deleted during or after the update.

    To resolve this problem, you must copy and paste the web services lines from a sandbox environment into your production environment.

    To copy and paste one or more web services lines, perform the following steps:

    1. Open a Sparkrock 365 sandbox environment that was created before the update or create a sandbox environment from a backup.

    2. Choose Lightbulb that opens the Tell Me feature., enter web services, and then choose the related link.

      The Web Services page opens.

    3. Copy the information for the one or more lines that you want to copy.

    4. In your Sparkrock 365 production environment, choose Lightbulb that opens the Tell Me feature., enter web services, and then choose the related link.

      The Web Services page opens.

    5. Paste the information for the one or more lines that you copied.

    Re-open button is missing for a submitted expense claim in mySparkrock

    The Re-open button may disappear from a submitted expense claim in mySparkrock. This issue occurs when a mySparkrock user is not set up in Sparkrock 365, on the User Setup page.

    Workaround

    Perform the following steps:

    1. Choose Lightbulb that opens the Tell Me feature., enter user setup, and then choose the related link.

      The User Setup page opens.

    2. On the action bar, choose New.

      A new row appears.

    3. In User ID, specify MYSPARKROCK.

    4. Assign all permissions to the user.

      For example, select the checkboxes for the following fields:

      • A/P Batch Admin
      • Allow A/P Batch Creation
      • Allow A/P Batch Auditing
      • Allow A/P Batch Deletion
      • Allow User to Access Compensation Data
      • HR Request Reversal Allowed
    Finance and Procurement

    Transaction cannot be completed because it will cause inconsistencies in the G/L Entry table error

    When you try to post a purchase invoice for a vendor that has a foreign trade Currency Code set up, for example, USD, you may receive the following error:

    This transaction cannot be completed because it will cause inconsistencies in the G/L Entry table. Check where and how the CONSISTENT function is used in the transaction to find the reason for the error.
    Contact your system administrator.
    Tables can be marked as inconsistent during comprehensive tasks, such as posting. This prevents data from being updated incorrectly.

    Workaround

    On the Change Exchange Rate page for the specific invoice, increase the number of decimal places for the value in the Relational Exch. Rate Amount field, for example, from 1.4286 to 1.428571.

    Change Exchange Rate page Relational Exch. Rate Amount field

    Alternate workaround

    On the Currency Card page of the respective currency, increase the number of decimal places for the value in the Amount Rounding Precision field, for example, from 0.01 to 0.001

    Currency Card page Amount Rounding Precision fieldPD-1555

    Cannot open links in sent emails

    When you open a sent email from the Sent Emails Last 30 Days page, and then select the link that appears in the body of the email, Sparkrock 365 becomes unresponsive.

    Workaround

    Open links in the body of sent emails from Gmail or Outlook, instead of from Sparkrock 365. 23146

    Payroll Administration

    Payroll Employee or Payroll Processing pages may fail to open

    When using the platform security filters on permission sets, the Payroll Employee page, Payroll Processing page, or both pages may fail to open with a something went wrong error message. This is a limitation of the payroll processing module.

    Workaround

    Remove the permission sets with security filters from the user who must access these pages. 13953

    Related information

    New for Sparkrock 365
    Payroll releases

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