Learn the very first things about Business NXT, for example how to sign in, search in tables and modify data.
In Business NXT, you find many default layouts that fulfil the most common requirements, and you can also add your own layouts, folders and categories.
Business NXT is a web based application. You need a username and a password in order to sign in.
When you search in tables, you can search directly for numeric values or text such as product numbers or company names, or look up values in related tables.
You can add new data in Business NXT, and change the data that has already been entered.
The Task overview helps to alert you of recurring tasks that need to be taken care of, for example if there are invoices that are overdue or if stock balances are below a predefined level.
You can automate tasks to be performed at regular intervals.
You can quickly adjust layouts in design mode, by using the pen icon. In design mode, you can for example switch between showing and hiding names of tables and forms.
The Layout manager is used to categorise layouts in a way that suits you. In addition to the default layouts that are included in Business NXT, you can also add your own layouts, folders and categories.
When you click the magnifier icon in top of the menu, you can search among all layouts.
When you are in design mode, you can add tables to layouts.
You can view documents attached to records and open reports from OneStop Reporting in the side panel. The side panel is available across all layouts.
This table contains one row for each calculated column.
This table contains one row for each folder.
Translations of folder names, layout names, window names, table names, page element names, tooltips and column names are kept in this table.
This table contains one row for each window layout.
This table contains one row for each page element layout.
You define the forms that you can use for the various document types using the Doc. types field in the Form table.
Forms are used to determine where information should be located on printouts. This table contains one row for each form.
The following processings are available from the Form table:
This table contains one row for each element in a form. The value in the Element type field determines which fields are filled out on each row.
When printing documents that are to be translated, there are some specific settings needed.
The online help is here to help you understand the functions available in Business NXT.