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Best Extention. Application or way to document AP, AR ,General Accounting & Job- WORK INSTRUCTIONS

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Posted on by Dylan Vincent

Hello!

We are now live in the cloud. Business Central Microsoft Dynamics.

Does anyone have any recommendations for the best way to manage, process or create work instructions? I herd of Click Learn although I wanted to see if we had other options to use. We are a smaller company outside of manufacturing. I'd like to start documenting process in a quick way (for me to create) and in an easy and understandable format for the users. I'd also like to post these instructions in a centralized location and have document numbers and revisions easy to manage. Any suggestions on the best applications out there?

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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: Best Extention. Application or way to document AP, AR ,General Accounting & Job- WORK INSTRUCTIONS

Hi, according to the habit of Japan, there will be a lot of use of Excel. It will be divided into multiple Sheets according to the theme and content.

If you want to modernize, Sharepoint, Yammer are very good solutions.

Hope this gives you some new hints.

Thanks.

ZHU
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Valentin Castravet 24,925 Super User 2024 Season 2 on at

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RE: Best Extention. Application or way to document AP, AR ,General Accounting & Job- WORK INSTRUCTIONS

my favorite way is Snagit to take screenshots then a Word Doc. to write the instructions. Print the doc to pdf prior to distributing to users
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DAnny3211 9,272 Super User 2024 Season 1 on at

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RE: Best Extention. Application or way to document AP, AR ,General Accounting & Job- WORK INSTRUCTIONS

Hi

There are many options for managing work instructions in Business Central. Here are a few suggestions:

Business Central's built-in document management functionality - This allows you to upload and manage documents within the system, making it easy to access them from a centralized location. You can also use the revision history to keep track of document versions.

Microsoft SharePoint - This is a cloud-based document management and collaboration platform that integrates well with Business Central. You can create and store work instructions in SharePoint and link to them from within Business Central.

ClickLearn - This is a popular tool for creating and publishing work instructions in a variety of formats. It can also be integrated with Business Central to automatically generate instructions based on recorded processes.

DocuSign - This is a digital signature and document management platform that can help you manage work instructions and other documents. You can use it to create and distribute instructions and track document revisions and approvals.

Ultimately, the best solution will depend on your specific needs and budget.

DAniele