The SAP Business One Fibu Web Client

For a long time, the classic desktop client was regarded as the central management tool for SAP Business One. However, while many users in the finance still remember the well-known Interface The web client is slowly but steadily following suit - functional, flexible and, above all, with a growing range of functions. What started out as a nice addition for mobile access is now developing into an indispensable tool for everyday work.

Especially in the area of Accounting shows itself: The web client is more than just an alternative - he is a Efficient tool for modern working. If you use the web client correctly, you not only save clicks, but also time - and nerves. The user-friendliness speaks for itself and makes switching to the web interface particularly attractive.

Efficient, intuitive, future-orientated - This is an apt description of the change from the classic desktop client to the web client.

Search, sort and cancel journal entries in the web client

Let's start with the foundation: the Journal entry archive. All bookings can be found here - from automatically generated to manually entered and cancelled entries. Access is via the list view "Manage journal entries", accessible via the start page.

Particularly useful in practice:

Filtering, grouping and sorting of bookings according to its own criteria.
Cancellation or reversal of entries in series - ideal for days with booking loyalty.
Predefined views such as "My journal entries" bring order to the daily chaos.
Export to Excelfor all those who prefer to work their magic with pivot tables.
Preview of automatic bookingsto avoid unpleasant surprises.

The visual representation - whether table, diagram or map - can be customised according to preference. Navigation to the detailed view of individual bookings is very simple: just click.

Manual journal entries: Control in three tabs

SAP Business One offers the opportunity for those who like individuality, Manual journal entries to create - accessible via the tile of the same name. The detailed view is cleverly divided into three tabs:

Generally - This is about reference numbers, booking date and transaction codes.
Content - You can select business partners or G/L accounts line by line, including auto-completion.
User defined fields - If the standard is not sufficient or additional requirements need to be mapped.

A clever trick: when saving, certain details are automatically transferred to all lines. Repetition saves time.

Journal entry templates: think once, use often

Anyone who regularly creates similar bookings will recognise the booking templates love. The "Percentage" type allows a total amount to be split flexibly between different posting lines - without the need for a calculator.

Highlights:

Select template, enter amount, done.
Distribution takes place automatically according to the defined percentages.
Templates can be created centrally via the tile "Configuration" manage.

By the way: The total amounts do not necessarily have to add up to 100 % - welcome to the world of relative flexibility.

Recurring journal entries in the web client

SAP Business One offers the recurring journal entries function for fixed monthly or any periodic postings.

Whether rent, leasing or recurring provisions - anything that arises regularly can be automated. This function takes over routine tasks, saves time and reduces sources of error. A real game changer, especially in day-to-day accounting: instead of making the same bookings manually every month, the system takes care of them automatically - efficiently, comprehensibly and consistently. Simply set it up, lean back and keep an overview - this not only makes bookkeeping easier, but also smarter.

What is behind it?

Creation of a template with frequency and validity
Automatic instance generation on the respective due date
Detailed view and editing options individual instances
Booking at the planned, current or any time
Confirmation list for all open booking instances
Mass selection to book together - if you like it, you save clicks.

the Display of due bookings in the tile ensures that nothing falls under the digital table.

Chart of accounts: Structure with depth in the web client

The web client can also be used to chart of accounts in detail - centrally accessible via the tile "chart of accounts".

The principle is simple:

Hierarchical structure with up to 10 main groups
Separation between Balance sheet accounts (e.g. assets, liabilities) and Income statement accounts (e.g. turnover, costs)
Logical organisation by level - Level 1 to Level X
Colour codingblue (title account), black (active account), green (predefined accounts)

Those who like structuring will be pleased with the option of placing new accounts directly under existing title accounts - including positioning, properties and VAT groups.