For many businesses, the financial year end is around the corner. This means it is the last stretch, the last push to close a couple of more deals, collect a few more payments, and increase the bottom line. With these days where the numbers are quickly changing, staying on top is more important and more challenging. If, for example, you need to stay informed about your key business partner’s balances, SAP Business One offers you the most up-to-date bottom line balance in just one click:

When you click the “Refresh” icon in the toolbar (or use the respective keyboard shortcut), the account balance, deliveries, orders, and opportunities balances are updated instantly, considering all the transactions and documents that have been recorded since the previous update. This option is available for business partners of types vendors and leads as well.

Available in Web Client for SAP Business One 10.0, and SAP Business One 10.0 version for SAP HANA. Please get in touch if you would like to upgrade to version 10.0.

We hope that you find this tip helpful. For more information on Business One, please visit our webpage.

Source: Ari Schapira | SAP Business One – The Tip of the Week