October ’24 BC Release Wave – Create Sales Lines Easily with CoPilot

October ’24 BC Release Wave – What’s Included?

Microsoft Dynamics 365 Business Central receives major updates twice a year, typically in April and October. These updates introduce significant new features and improvements to enhance the functionality and user experience of the platform. Most capabilities are made available in major updates, but some become available in minor updates, which are released monthly.

Microsoft is committed to delivering predictable updates to the service. Updates are continuous, touchless updates that provide new features and functionality. They eliminate the need to do expensive upgrades every few years.

What can we expect in the October 2024 release?

The introduction of Copilot in Business Central adds a significant enhancement to the sales document processes. It expedites the creation of sales documents and minimizes time spent on repetitive tasks and lookups. Copilot assistance drives operational efficiency in creating and managing sales documents and contributes to potential revenue growth by getting sales documents into the hands of customers faster. Copilot is the AI-powered assistant for work that boosts creativity and improves productivity for Business Central users.

Microsoft continue to improve Copilot in Business Central by adding new capabilities and polishing existing ones.

In addition to the Find product and Find document by reference skills, Copilot can combine them. It can first find documents, and then search for products on document lines. This combination can be particularly useful for companies that often work with blanket orders. The Find document by reference skill now includes sales blanket order as source documents.

Also, it also now supports units of measure. Copilot can try to use the unit of measure you specify in your prompt, but if that isn’t found it falls back to the sales unit of measure for the item.

Attachments are a longer journey that starts with CSV file. Copilot analyzes the structure of an attached file to identify things like field and row separators, date and decimal formats, columns, and headers. It suggests field mappings to fill in product and quantity fields.

 Note

  • This feature is supported in English only. While it can be used in other languages, it may not function as intended. Language quality may vary based on the user’s interaction or system settings, which may impact accuracy and the user experience.
  • AI-generated content may be incorrect.

If you’d like to discuss more about how Business Central can support your business,  reach out today to Brookland Solutions for a no obligation discussion. Get in touch!

September 30, 2024

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  • At a Glance From April 2026, HMRC’s Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) becomes mandatory for self-employed individuals and landlords earning over £50,000. Businesses must maintain digital records and file quarterly updates. Brookland Solutions helps SMEs prepare through Dynamics 365 Business Central integration, training, and ongoing compliance support. What is HMRC’s Making Tax Digital April 2026 Deadline? As April 2026 draws closer, individuals and businesses may have to make significant changes regarding Making Tax Digital (MTD). The UK Government introduced MTD for VAT-registered businesses in 2019, and it’s now a mandatory exercise. By April 2026, MTD will create a significant change to the UK tax system by introducing Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) to cover income tax for sole traders and landlords whose combined gross business and/or property income is £50,000. It’s valid to ask, “Do I have to use Making Tax Digital for my business?” If you haven’t started exploring how MTD affects you or your business yet, now is the right time to prepare for the shift. In our MTD-readiness guide, you’ll learn if your business will be impacted by the April 2026 deadline and how you can prepare in advance. Making Tax Digital April 2026 - What Does It Mean? From April 2026, MTD for ITSA will apply to: Self-employed individuals Landlords (those with income from UK property or overseas property) Partnerships with self-employed individuals, where the combined turnover crosses the threshold People with multiple income sources. For example, a self-employed individual who also has rental income Thresholds for Compliance: From April 2026: Those with a gross annual income over £50,000 From April 2027: Those with income over £30,000 From April 2028: Those with income over £20,000 These thresholds are for gross business/ trading and/or property income before expenses, not income from profit. What Do the HMRC Making Tax Digital 2026 Changes Mean for Your Business? If these upcoming changes apply to you, you’ll need to: Start Maintaining Digital Records Keeping paper trails or spreadsheets isn’t enough (unless spreadsheets are used via bridging software). You’ll also need to keep digital records of your income and expenses, which is best done with MTD-compatible software in Business Central. Start logging business expenses, sales, income, and bank transactions. Take photos of receipts and upload them to the records. Submit Quarterly Updates Instead of one annual tax return, from April 2026, you’ll need to send four quarterly updates. These updates report your tax position after every quarter, lowering the load and stress of the year-end rush. Remember to submit updates by: August 7 (for quarter ending July 5) November 7 (for quarter ending Oct 5) February 7 (for quarter ending January 5) May 7 (for quarter ending April 5) Create a Final Declaration You’ll also need to send an End of Period Statement (EoPS) and a Final Declaration at the end of the tax year, replacing the traditional self-assessment exercise. Common Making Tax Digital Problems Businesses May Face Ahead of MTD 2026 In the rush to meet the upcoming deadline, your business may face some common Making Tax Digital problems. Here’s how you can resolve them: 1. Using Incompatible or Unapproved Software Making Tax Digital mandates the use of compatible and approved software for submissions. You may be risking non-compliance by relying on outdated accounting systems or spreadsheets for digital record-keeping and quarterly submissions. You don’t need to look for another MTD-compatible software when your Dynamics ERPs, like NAV (some versions) and Business Central, have MTD features built in. If you’re already familiar with BC but want to get started with MTD, connect with our team today. 2. Lacking MTD Integration with ERP Without MTD software integrated with your broader finance and accounting systems, you’re likely to struggle with reporting gaps, errors in data, data duplication, and related issues that can slow down your efforts and make you non-compliant. NAV and BC already unify your operations into one interconnected system, and pull information from various accounting programmes. You gain complete visibility into deadlines, ensuring you meet them on time. Solidify your MTD prep and reduce the chances of errors, duplication, and non-compliance with Dynamics ERPs. 3. 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Can it check and submit automatically? Will my tax information be secured? Will it be easy to use? Will it have a steep learning curve? Brookland Solutions is a Silver-certified Microsoft Partner that has helped many businesses, SMEs, and group companies simplify their VAT submissions and returns through NAV and Business Central. With our deep industry knowledge and experience handling complex needs, we’re confident that our team is ready to support self-employed individuals and traders in preparing for the HMRC Making Tax Digital changes in 2026 and beyond. Key Actions to Take Now to Ensure MTD‑Ready Systems Preparing for the Making Tax Digital April 2026 changes isn’t just a legal need. Your business should see it as an opportunity to upgrade old systems and create a strong foundation for better and efficient financial management. Investing in Microsoft Dynamics 365 Business Central, an ERP built for customisation, can not only help you with tax compliance but also streamline your overall business operations. Brookland Solutions can help in implementing, consulting, training, and support services for your Dynamics ERP. If you’re not a Dynamics user but are interested in implementing the MTD solution for your business, contact us today.

How to Prepare for Making Tax Digital Before April 2026

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At a Glance From April 2026, HMRC’s Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) becomes mandatory for self-employed individuals and landlords earning over £50,000. Businesses must maintain digital records and file [...]