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Home / Admin One

Admin One

Business Central Purchasing Basics: Managing Vendors

July 28, 2026

Managing vendors well is the backbone of a healthy purchasing process. When your vendor data is organized, accurate, and easy to access, everything else – from paying bills on time to building strong vendor relationships – falls into place. That’s exactly what Microsoft Dynamics 365 Business Central (BC) is designed to help you do.

In our webinar, “Business Central Purchasing Basics: Managing Vendors,” Sr. GP Consultant, Cheryl Waswick walked through the essentials of managing vendors in BC. Here’s a recap of what was covered and why it matters for your business.

Why Centralized Vendor Management Matters

Business Central provides a centralized Vendor Card that supports purchasing, invoicing, payments, and reporting all in one place.

The benefits go far beyond convenience:

  • Fewer navigation steps and improved visibility across vendor activity
  • More efficient cash flow management and on-time payments
  • Streamlined processes that reduce data errors
  • Stronger vendor relationships built on accuracy and reliability
  • Instant view of liabilities so you always know where you stand

Setting Up a Vendor Card

Getting a new vendor into Business Central is quick and straightforward. There are three ways to navigate to your vendor list:

  1. Search “Vendors”
  2. Use the Vendors ribbon
  3. Pin Purchasing for fast access

From there, open the Vendor List and click New.

vendor card navigation business central purchasing basics managing vendors software screen

You can apply a template (similar to vendor classes) to speed up the setup, or even merge duplicate records with the Merge With option (a built-in vendor combiner).

vendor card software screen in business central purchasing managing vendors

Vendor Card Options at a Glance

Each Vendor Card is organized into clear sections so you can manage every aspect of the relationship:

  • General – put vendors on hold, add posting groups
  • Address and Contact – keep communication details current
  • Invoicing – set up 1099 or EFT preferences
  • Payments – create invoices and payments directly from the vendor card
  • Receiving – add dimensions and ACH bank info for EFT

vendor card options general business central purchasing software screen

1099 Vendor Form Box Setup

For U.S. tax reporting, BC makes 1099 setup simple.

Just click New or Edit List, then enter the year, vendor, and select the Form No. and Box No. Your 1099 data stays organized and ready when tax season hits.

1099 vendor form box setup business central purchasing software screen

Analyzing Vendor Data with Filters and Copilot

One of the most powerful features in BC is the ability to query vendors, save filters, and use Copilot to analyze your list. Whether you want to see all vendors in a specific state, those with balances over $10K, or all 1099 vendors, the filtering tools (plus Copilot’s AI assistance) make it fast and intuitive.

analyze data filters in business central purchasing software screen

Mass Updates with “Edit in Excel”

Need to update a lot of vendor records at once?

The Edit in Excel feature lets you:

  • Export vendor data to a spreadsheet
  • Mass update vendor information (for example, change all zip codes from 31772 to 31722)
  • Use Copilot to filter or update vendors right inside Excel
  • Add or remove vendors in the list
  • Publish your changes back to BC

editing in excel vendor data for business central purchasing

It’s a huge time saver for bulk cleanups and updates.

Key Takeaways

Business Central’s vendor management tools are designed to help you:

  • Centralize vendor information in one card
  • Streamline purchasing processes
  • Strengthen vendor relationships
  • Manage vendors quickly and easily
  • Apply strong controls for better decision-making

What’s Next in the BC Purchasing Basics Series?

There are more sessions coming your way:

  • Transactions and Payments
  • EFT for Payables

Have Questions or Need Help?

Consulting: support@iscorp.biz

Sales: sales@iscorp.biz


Author: Cheryl Waswick – Implementation Specialists

admin one
Admin One

Filed Under: Business Central, AI, Copilot Tagged With: AI, Artificial Intelligence, Business Central, Business Central Purchasing Basics Series, Copilot, Copilot AI, Microsoft 365 Copilot, Microsoft Dynamics 365 Business Central., purchasing, vendor management in Business Central

Turn Your Data into Insight with Power BI

April 13, 2026

A Practical Introduction to Microsoft Power BI

Data is everywhere – in spreadsheets, databases, cloud apps, and operational systems. But raw data alone doesn’t drive decisions. Insight does.

In our webinar “Power BI 101,” we walked through how organizations can connect, transform, and visualize their data to uncover meaningful insights – without needing a complex analytics background.

Whether you’re new to Power BI or looking to build better reporting habits, this session focused on practical fundamentals you can apply immediately.

Here’s a recap of the key concepts.

What Is Power BI?

Power BI is a business analytics platform designed to help teams:

  • Connect to multiple data sources
  • Clean and transform raw data
  • Build interactive reports
  • Share insights across departments
  • Instead of manually stitching together spreadsheets, Power BI creates a repeatable, scalable reporting process that grows with your organization.
  • Understanding the Power BI Workflow

A strong reporting process follows a clear structure.

Follow this easy Power BI workflow:

1. Connect to Your Data

Power BI supports a wide range of sources, including:
  • SQL Server databases
  • Excel and CSV files
  • SharePoint and OneDrive
  • Cloud services and APIs

This flexibility allows teams to centralize information without changing existing systems.

2. Transform Your Data: Power Query Basics

Most raw data needs cleanup before it’s analysis-ready. Power Query lets you:
  • Filter, merge, and split columns
  • Rename and standardize fields
  • Clean formatting inconsistencies

The key benefit? These transformations are repeatable. Once defined, they run automatically – saving time and reducing human error.

3. Model Relationships

When multiple data tables are involved, modeling relationships ensures accurate analysis. This step allows Power BI to interpret how datasets connect, enabling more meaningful reporting.

4. Build Reports with Visuals

Creating reports is where insight comes to life. Power BI’s drag-and-drop interface makes it easy to:
  • Create tables and charts
  • Add slicers for filtering
  • Build multi-page reports

Visuals automatically interact with one another, allowing users to explore data dynamically.

Reports vs. Dashboards: Knowing the Difference
Understanding when to use reports versus dashboards is critical:
  • Reports
  • Multi-page
  • Interactive exploration
  • Deep analysis
  • Dashboards
  • Single-page summaries
  • High-level monitoring
  • Quick decision snapshots

Dashboards are built by pinning visuals from reports – making them ideal for leadership overviews or operational tracking.

Interactive Exploration: Making Data Clickable
One of Power BI’s strengths is interactivity. Users can:
  • Click visuals to filter other visuals
  • Drill down into detailed views
  • Slice data by time, location, or category

This allows decision-makers to explore trends in real time instead of relying on static reports.

Real-World Example: Operations and Warehouse Reporting
We demonstrated how Power BI can answer operational questions like:
  • What inventory is truly available versus allocated?
  • Where are we at risk for backorders?

By building targeted visuals, warehouse and operations teams gain visibility that improves planning and responsiveness.

Getting Started with Power BI Desktop
Power BI Desktop is:
  • Available through the Microsoft Store
  • Windows-based
  • Updated monthly

Organizations should coordinate with IT before installation to ensure compatibility and governance.

Best Practices for Effective Reporting

To maximize success:

✅ Start with a clear business question
✅ Keep visuals simple and purposeful
✅ Validate numbers early
✅ Focus on usability, not complexity

The goal is clarity – not flashy dashboards.

Bringing It All Together

Power BI helps organizations move from scattered data to confident decision-making. By following a structured workflow – connect, transform, model, visualize, and share – teams can use Power BI to build reporting systems that are accurate, repeatable, and scalable.

Whether you’re supporting finance, operations, or leadership, Power BI enables faster insight and smarter decisions.

If you’d like help implementing Power BI or building reports tailored to your business needs, we’re here to offer expert support:

Contact Consulting: support@iscorp.biz
Contact Sales: sales@iscorp.biz


Author: Jeff Ogle at Implementation Specialists

admin one
Admin One

Filed Under: Power BI Tagged With: business analytics, data analysis, digital reports, Microsoft Power BI, reporting best practices, reporting workflows

Stay Compliant with Secure 2.0 Retirement Rules Using RothRoll for Dynamics GP

March 2, 2026

Understanding Catch‑Up Contributions

The introduction of the Secure 2.0 Act has added new complexity to retirement contribution management, particularly around catch-up contributions and Roth requirements for high earners. Manually tracking age- and income-based rules increases the risk of non-compliance and payroll errors.

RothRoll, a wsTOOLS solution for Microsoft Dynamics GP, automates Secure 2.0 compliance and simplifies retirement contribution management directly within payroll.

Automated Secure 2.0 Compliance

RothRoll helps organizations stay compliant by automatically enforcing retirement contribution rules, including:

  • Roth-only catch-up contributions for high earners
  • Increased catch-up limits for employees aged 60–63
  • Automatic application of age- and income-based rules
  • Elimination of manual contribution monitoring

rothroll setup options to define deduction codes for retirement catch up contributions

Flexible Setup and Payroll Integration

RothRoll offers powerful configuration options, including:

  • Traditional and Roth deduction codes with defined maximums
  • Two catch-up deduction codes with age-based limits
  • High-earner income definitions tied to Roth requirements
  • Automatic roll-down of deduction codes to employees
  • Centralized updates to deduction maximums

New deduction codes can be created on the fly, allowing payroll teams to respond quickly to regulatory changes.

Built-In Visibility with the RothRoll Dashboard

The RothRoll dashboard provides insight and control with:

  • Employee-level 401(k) deduction visibility
  • Filters for quick analysis
  • Age tracking for catch-up eligibility
  • Drill-down access to deduction code details
  • Simple management of deduction codes

rothroll employee deduction codes 401k dashboard screen for use in dynamics gp

Employees marked as “No Roll” are excluded from automatic processing, giving teams full control over participation.

Automatic Catch-Up Handling in Action

When an employee reaches their annual contribution limit during payroll processing, RothRoll automatically redirects excess contributions to the appropriate catch-up deduction – maintaining deduction sequencing and compliance without manual intervention.

This automation ensures accurate handling of contributions even mid-pay-run.

Why Choose RothRoll?

RothRoll reduces compliance risk, minimizes manual effort, and helps payroll teams confidently manage Secure 2.0 requirements inside Dynamics GP.

Learn more about RothRoll and other wsTOOLS and contact us today: sales@iscorp.biz

admin one
Admin One

Filed Under: wsTOOLS, Dynamics GP Tagged With: catch-up contributions, Deb Sletmoen, retirement, retirement rules, Roth catch up rule, RothRoll, Secure 2.0 Act

Simplify Overtime and Tip Reporting in Dynamics GP with OVTPremium

February 24, 2026

Payroll compliance is becoming increasingly complex, especially for organizations that manage overtime, premium pay, and tips. Accurate W-2 reporting is critical, yet manual calculations and workarounds can lead to errors, inefficiencies, and time-consuming year-end adjustments.

OVTPremium, a purpose-built wsTOOLS solution for Microsoft Dynamics GP, helps organizations automate overtime and tip reporting with accuracy and confidence.

Accurate Overtime and Tip Reporting Made Simple

OVTPremium is designed for organizations that:

  • Pay overtime at premium rates
  • Report tips
  • Need precise separation of overtime base pay and premium pay for W-2 reporting

By using payroll transaction history, OVTPremium calculates and stores overtime premiums automatically, accumulating totals by pay code and writing them directly to W-2 tables.

w-2 for 2025 as a sample for organizations reporting tips or overtime

Key Benefits of OVTPremium

  • Automatically separates overtime base pay and overtime premium
  • Ensures earnings are reported in the correct W-2 box
  • Reduces manual calculations and year-end adjustments
  • Provides transparency into how premium amounts are calculated

Built-in SmartLists make it easy to review and validate calculations before reporting.

Flexible W-2 Reporting Setup

OVTPremium gives payroll teams full control over how overtime premiums are reported, including the ability to:

  • Choose whether amounts report to Box 12 or Box 14 on the W-2
  • Define a custom reporting label
  • Select which pay codes are included in premium calculations

This flexibility allows organizations to align reporting with internal policies or advisor recommendations without customization.

dynamics gp setup window showing box 12 and box 14 for reporting tips and overtime

How OVTPremium Calculates Overtime Premiums

Here’s a simple example:

  • Employee works 8 overtime hours at $30/hour
  • Regular rate is $20/hour

Premium calculation:

  • $30 − $20 = $10 premium per hour
  • $10 × 8 hours = $80 overtime premium

dynamics gp ovtpremium screen of 8 hours at 30 overtime premium

OVTPremium calculates this automatically during payroll processing and stores the results for reporting and review.

Ready to get started? Contact: sales@iscorp.biz

admin one
Admin One

Filed Under: Dynamics GP, wsTOOLS Tagged With: Deb Sletmoen, overtime, overtime premium, overtime reporting, OVTPremium, payroll compliance, reporting tips, w-2 reporting

Track Labor and Expenses Efficiently with Enhanced WebTimeEntry

February 17, 2026

Simplify How to Track Labor for Your Team

Tracking labor and expenses shouldn’t slow your team down. With recent enhancements to WebTimeEntry and WebExpense from WennSoft, organizations can now capture more detail, improve accuracy, and streamline job costing – all without adding extra steps.

These updates are designed for teams that need flexibility in the field and clarity in the office.

Enter Labor Anytime, Anywhere

WebTimeEntry makes it easy for employees to record time no matter where work happens.

With a simple web browser, employees can:

  • Enter labor from a phone, tablet, or computer
  • Submit time against jobs or service calls
  • Record time for individuals or entire crews
  • Track labor, travel, and related costs in one place

This flexibility ensures labor is captured in real time – reducing missed entries and improving payroll and job costing accuracy.

dynamics gp software screen using wstools webtimeentry to track labor

New: Attachments for Labor, Travel, and Expenses

One of the most impactful enhancements is the ability to add attachments directly to transactions.

Users can now:

  • Attach documents or photos to labor transactions for individuals and crews
  • Attach receipts to travel transactions
  • Attach receipts and supporting documents to expense transactions for individuals and crews

This added visibility helps eliminate paper receipts, simplifies approvals, and provides clear documentation for audits and reviews.

Crew Expense Entry Made Simple

Managing crew expenses can be time-consuming – but not anymore!

With WebExpense, users can:

  • Enter expenses once for an entire crew
  • Attach supporting documentation
  • Review entries before submission
  • Automatically push all approved data into Signature TimeTrack

This reduces duplicate data entry and ensures labor and expense information flows smoothly from the field to back-office systems.

Seamless Integration with Signature TimeTrack

All labor and expense data entered through WebTimeEntry and WebExpense integrates directly with Signature TimeTrack, ensuring:

  • Accurate job costing
  • Consistent data between systems
  • Faster processing for payroll and billing
  • Improved visibility into labor and expense details

The result is a cleaner workflow and more reliable financial data.

Why These Enhancements Matter?

Together, these updates help organizations:

  • Save time with fewer manual steps
  • Improve accuracy with real-time data entry
  • Reduce lost receipts and missing documentation
  • Simplify expense and labor tracking for crews
  • Gain better insight into job costs and profitability

Whether your team is in the field, on the road, or in the office, these tools are designed to keep work moving efficiently.

By simplifying how teams track labor, organizations can increase productivity and real-time data accuracy – especially across multiple job sites.

Need Help or Want to Learn More?

Our team is here to help you get the most out of WebTimeEntry and WebExpense.

Consulting & Support Contact:

support@iscorp.biz

Sales Inquiries Contact:

sales@iscorp.biz
(218) 486‑5095

admin one
Admin One

Filed Under: WennSoft, wsTOOLS Tagged With: Deb Sletmoen, efficiency, labor tracking, real-time data entry, Signature TimeTrack, time entry, time tracking, track labor, track time

Navigate Overtime Reporting and Year End Payroll Activities with Precision

December 23, 2025

What’s New for Payroll Year End 2025?

Year end payroll processing brings no shortage of questions – especially with evolving regulations, reporting requirements, and system updates related to overtime.

We’ll review what organizations using Microsoft Dynamics GP need to know to successfully close payroll for 2025 and prepare for 2026. 

Below is a recap of the key updates, reminders, and tools to help ensure a smooth year end payroll process.

Key Highlights for Dynamics GP Users

Microsoft Dynamics GP 18.8 includes the all-inclusive 2025 Year End Update (released the week of December 5). For Canadian customers, updates continue through December and into January 2026. 

Payroll Form Updates (or Lack Thereof) 

Good news! There are no major payroll form changes for 2025: 

  • No W-2 or W-3 changes 
  • No EFW2 magnetic media changes 
  • No Payables form changes 
  • No ACA 1095-C changes 

However, there are fixes and minor updates worth noting: 

  • Medicaid waiver payment updates 
  • Improved 1099 and W-2 form labeling 
  • 1099-NEC now prints the full four-digit year 

Canadian payroll users should be aware of RL-1, T4, and T4A XML and form updates. 

Electronic Filing Is More Important Than Ever 

The IRS continues to push employers toward electronic filing for W-2s, 1099s, and other forms. While Dynamics GP supports W-2 electronic filing, Payables 1099s are not filed electronically from GP, making preparation and third-party tools critical. 

Be sure to review filing requirements early to avoid last-minute issues. 

SECURE Act 2.0: What Payroll Teams Need to Know 

Several key SECURE Act 2.0 changes are approaching, with implementation beginning as early as 2026. 

Important Changes to Watch: 

  • Mandatory Roth catch-up contributions for employees age 50+ earning $150,000 or more 
  • Enhanced catch-up contributions for employees ages 60–63 (up to 150% of the standard limit) 
  • Full enforcement begins in 2027, with good-faith implementation allowed in 2026 

Payroll System Requirements 

To support these changes, payroll systems must: 

  • Track compensation thresholds accurately 
  • Automatically shift eligible catch-up contributions to Roth 
  • Support corrected W-2 reporting 
  • Manage contribution types by plan year 
  • Handle errors and corrections properly 

Managing SECURE Act Changes in Dynamics GP 

Using core GP, payroll teams can: 

  • Install Payroll Year End Wage Views 
  • Use SmartList Designer SQL views for enhanced reporting 
  • Track compensation and contribution types manually 

New Tool Spotlight: RothRoll 

RothRoll is a new tool designed to help manage Roth catch-up requirements under SECURE Act 2.0. It assists with identifying employees who meet age and compensation thresholds and managing Roth contribution requirements.

roth roll employee setup under secure act 2.0

Overtime Premium Reporting on W-2s 

Overtime premium reporting continues to be a challenge for many organizations. 

How OVT Premium Works 

The OVT Premium tool determines overtime, double-time, and tip-related pay codes based on GP Pay Type setup.  

OVT Premium will: 

  • Identify eligible pay codes 
  • Calculate only the premium portion (the 0.5 overtime factor) 
  • Post values directly to W-2 records 

overtime premium determines paycodes

overtime premium setup window displays in dynamics gp

Payroll teams can: 

  • Configure where amounts appear on W-2s 
  • Validate results using new SmartLists 
  • Review and edit W-2 information before filing 

view and edit w2 information in ovt premium for overtime and payroll reporting

Payroll Year End Checklist for 2025 

Before closing payroll, make sure you: 

  • Complete all pay runs for the year 
  • Finish monthly and quarterly closes 
  • Back up your GP system 
  • Install the 2025 Year End Update (optional but recommended) 
  • Create and verify payroll year end files 
  • Review W-2, 1095, and 1099-R data 
  • Print W-2s and W-3 forms 
  • Install the 2026 payroll tax update after year end close 

Optional steps include archiving inactive employees and closing fiscal periods. 

Final Reminders for a Smooth Close 

  • You don’t need to wait to close fiscal years – historical postings are still allowed 
  • Double-check posting types before closing 
  • Review the Year End Closing window carefully 
  • Verify “Amounts Since Last Close” to avoid reporting issues 

Plan Ahead for 2026 

The first 2026 payroll tax update releases in December 2025 and should only be installed after your final 2025 payroll and year end close. 

Preparing early – especially for SECURE Act changes and electronic filing requirements – can save considerable time and stress later. 

Need Help with Payroll Year End or Dynamics GP? 

If you have questions about payroll year end, overtime premium reporting with OVT Premium, or GP tools that can simplify the process, our team is here to help. 

Contact Us: 

Sales and Solutions: sales@iscorp.biz  

Support: support@iscorp.biz 

admin one
Admin One

Filed Under: wsTOOLS, Dynamics GP Tagged With: Deb Sletmoen, overtime, overtime premium, OVT Premium, Payroll, RothRoll, Year End

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