Thursday, October 29, 2015

QB Tips: Small Business

Are you running a small business?  QuickBooks-Small Business may be for you.

QuickBooks has discontinued the Simple Start version, but Small Business is similar.  Here is what you can get with the Small Business version:

  • Track you income and expenses
  • Download transactions from you bank and/or credit card accounts and then add them into QB
  • Security and encryption as banks
  • Unlimited estimates & invoices
  • Import data from Excel
  • Pay W-2 employees and file payroll (with a paid subscription)

Desktop version:  You can generate an Accountant's copy, of your data, with a closing date.  Email the copy to your accountant and he/she can make adjustments, prior to the closing date, while you still work on your copy of QB.  Your accountant will then send you the adjustments and you can import them into your current QB data file.

Online version:  You can invite up to 2 accountants to access your data.  The accountant and you can work within the file, simultaneously.
                            You can access your account via your smartphone or tablet.

Tuesday, October 27, 2015

MSCRM 2015: "Updating" Composite Fields

If you’re working with many of the out of the box forms in MSCRM, you may have noticed the composite fields that nicely condense addresses and names into a more aesthetically pleasing format.

Unfortunately, there is no way to customize the fields that are displayed on the “fly out” view but there are a couple ways to get around this using JavaScript and Business Rules. 

In my example, I want users to select a country from a specific option set rather than allow them to manually type it in. I created a new country field and set up all of my options. Then I added this field to my form. The user will select the country separately from filling in the rest of the address details.

Next, we want to make sure the original country field is updated to use the selection from the option set so that the composite field shows the correct information. To do this add the following JavaScript to the on change event of the new country field.
function updateCountry() {
  var source = Xrm.Page.getAttribute("new_country").getText();

Finally, to make sure that users can no longer manually type in a country, we need to hide the original country field using a business rule. In my case, I wanted to hide this field no matter what so that they could never update it on their own. This will make sure that it no longer appears on the fly out view of the composite address field.

Keep in mind that you may need to add the same changes and functionality to a quick create form if you use one.