Video Training: Banking Module

Handles the full range of monetary transactions. In addition, you can use Payment Engine to process automatic payments.

Posting Date vs Document Date

There are two predominate date fields in most marketing documents. Most people don't know the difference between posting and document date and we're going to tell you here.…

Posted by: Peter Canale

Adding a House Bank Account

Adding a house bank is an administration function. It allows you to take payments from customers to this bank account.…

Posted by: Peter Canale

Relationship Map Overview

Ahhh, the relationship map. This is a key area of SAP Business One and one of the ways that this ERP sets itself apart from the others. SAP Business One creates links between the marketing documents allowing you to use…

Posted by: Peter Canale

Adding Attachments to Marketing Documents and Master Data

An excellent feature in SAP Business One is the ability to attach files to marketing documents and master data. For example, adding a tax exemption certificate to a Business Partner or attaching a product sheet to a sales quotation. The…

Posted by: Peter Canale