News / Workflows at SmartApps Docs: Your How-To Playbook

2025-04-28

Workflows at SmartApps Docs: Your How-To Playbook

News

Ever wonder how to make the most of our apps? Don’t worry, we’ve got you covered! The Workflow section in SmartApps Docs is like your personal operations manual—but way cooler. It’s packed with step-by-step workflows that explain exactly how each app works, what it does, and (most importantly) how to use it to its full potential.

What Makes Our Workflows So Useful?

  1. Clear and Actionable Processes

You don’t need to be a tech genius to follow along. Our workflows break down each app’s functionality into easy-to-digest steps. Think of it as an app tutorial, but without the fluff.

  1. Role-Specific Guidance

Different people in your organization handle different tasks—so why should everyone get the same instructions? These workflows are designed with roles in mind. Whether you’re a project manager, finance guru, or admin superhero, you’ll know exactly what you need to do.

  1. Standard vs. App-Specific Tasks

Our workflows don’t just tell you what to do—they tell you why. By differentiating between app-specific actions and standard processes, they make it easy to see where the app fits into your existing workflow.

  1. Links to Detailed Documentation

Need more info? Every workflow is just a click away from in-depth technical docs. It’s all about giving you the tools to get as detailed as you want.

How to Use Workflows Like a Pro

  • Start with the Basics: Explore the app’s core functionality and see how it aligns with your needs.
  • Map Roles to Tasks: Use role-specific workflows to train your team and assign responsibilities.
  • Dive Deeper: Use the provided links to explore advanced features and processes when you’re ready to level up.

Why Settle for Guesswork?

With the Workflow section of SmartApps Docs, you can turn your app from “useful” to “indispensable.” Whether you’re onboarding a new team or optimizing processes, these guides make it easy to understand and apply the app in your organization.

Ready to explore?

Head over to SmartApps docs and discover how our workflows can simplify your day.

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Get started

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We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-04-14

What is the Smart Swedish VAT App?

Smart Swedish VAT

The Smart Swedish VAT isn’t just another tool—it’s your ultimate solution for simplifying and automating VAT reporting with Microsoft Dynamics 365 Business Central. Designed specifically for Swedish businesses that need to handle VAT reporting for Skatteverket, this app does the heavy lifting for you. Forget tedious manual reporting. With Smart Swedish VAT, you’ll experience a seamless, hassle-free approach to managing your VAT obligations.

Why Choose Smart Swedish VAT?

Here’s what makes this app a game-changer:

  1. Automated VAT Statements
    Say goodbye to manual updates. Smart Swedish VAT automatically creates and updates VAT statements using your VAT posting setup. Fewer errors, less effort, and total peace of mind.
  2. Direct File Export
    Effortlessly export VAT returns and EC sales lists in the right format, ready for instant upload to Skatteverket. Fast, smooth, and accurate submission every time.
  3. Assisted Setup Guide
    Setting up your VAT has never been easier. The app comes with a guided setup that walks you through everything—from VAT configurations to syncing with Skatteverket.
  4. Integration with Skatteverket
    Smart Swedish VAT connects directly with the Swedish Tax Agency to pull transaction details and balances. This makes reconciling your tax entries simple and accurate.
  5. Flexible Periodic Reporting
    Need to generate VAT reports for specific dates? Just enter the timeframe, and the app does the rest, tailoring reports to your exact needs.
  6. Custom Transfer Rules
    Map entries from Skatteverket directly to your G/L accounts with customizable transfer rules. It’s precision reporting, made effortless.

Why It Matters

This isn’t just about saving time (though you’ll save loads). It’s about accuracy, efficiency, and staying 100% compliant with Swedish VAT regulations. Whether you’re a small business or a major player, Smart Swedish VAT ensures you spend less time wrestling with tax reports and more time growing your business.

Why SmartApps?

At SmartApps, we specialize in creating intelligent, user-friendly tools for businesses using Microsoft Dynamics 365 Business Central. With a proven track record of helping companies streamline processes, we’re your trusted partner for VAT compliance. Smart Swedish VAT isn’t just smart—it’s essential.

Ready to level up your VAT game?

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2025-04-30

Smart Swedish VAT 26.0

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-04-01

Ready for 2025 release wave 1

News

All apps from SmartApps are officially validated for Dynamics 365 Business Central Wave 1 2025.

To be listed on AppSource, an app must undergo Microsoft’s validation process to ensure it is secure and meets the standards of Dynamics 365 Business Central. We are happy to announce that all apps from SmartApps have passed validation for Wave 1 2025.

If you already have a SmartApps app in your Dynamics 365 Business Central environment, you will automatically receive the latest version when your system is upgraded.

Click here to read more about our apps

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2025-04-28

Workflows at SmartApps Docs: Your How-To Playbook

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2025-03-26

Meet Parrot: Your Ultimate Tool for Managing Recurring Invoices in Microsoft Dynamics 365 Business Central

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2025-03-18

StoryPoint 25.2

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-03-26

Meet Parrot: Your Ultimate Tool for Managing Recurring Invoices in Microsoft Dynamics 365 Business Central

News

Tired of drowning in paperwork and manual billing? Let Parrot by SmartApps swoop in and revolutionize the way you handle recurring invoices. Specifically designed for businesses offering subscription-based services—think memberships, rentals, industry fees, and more—Parrot is the smart, seamless solution your team didn’t know it needed.

With Parrot, you’re not just streamlining invoicing—you’re elevating your entire billing process.

What Makes Parrot Fly Above the Rest?

1. Effortless Recurring Invoicing: Say goodbye to repetitive manual work. Parrot automates recurring invoices with precision, letting you set billing intervals on a monthly, quarterly, or annual basis. No more missed deadlines, no more billing chaos.

2. Powerful Contract Management: Manage contracts like a pro. Whether it’s multiple lines with linked items, resources, or G/L accounts, Parrot’s got you covered. Advanced features like deferral codes? Check. Revenue allocation across periods? Double check.

3. Ready-to-Go Simplicity: No long-winded setup required. Dive right in and get started instantly. Need more customization? Parrot’s advanced configurations are ready to cater to even the most specific needs.

4. Seamless Integration: Parrot plays nice with Microsoft Dynamics 365 Business Central’s pricing and discount lists, leveraging the platform’s features to handle price adjustments and discounts effortlessly.

5. Smarter Project Planning: Beyond billing, Parrot helps you organize and analyze with built-in project planning and contract analysis tools. It’s more than invoicing—it’s strategy in action.

Why You Need Parrot in Your Corner

· Automate to Dominate
Stop wasting time creating invoices by hand. Let Parrot handle it while you focus on growing your business.

· Flawless Accuracy, Every Time
Human errors? Forget about them. Parrot ensures that all recurring charges are correct and on schedule.

· Save Time, Save Sanity
Free yourself from the grind of repetitive invoicing tasks and invest your time in what truly matters—your customers.

Your Business, Only Smarter

Parrot is more than just a tool; it’s a game-changer for businesses managing subscription-based services. With its user-friendly design, powerful features, and ability to simplify complex billing cycles, Parrot is your ticket to stress-free invoicing.

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2025-04-01

Ready for 2025 release wave 1

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-03-14

Inga fler manuella skattekontoutdrag med Smart Swedish VAT

Smart Swedish VAT

Automatisera din bokföring med Smart Swedish VAT – inga fler manuella skattekontoutdrag!

Upptäck vår senaste funktion i Smart Swedish VAT som gör det enklare än någonsin att hantera skattekontotransaktioner! Nu kan du automatiskt hämta och bokföra transaktioner från skattekontot, samt hämta aktuellt saldo för att säkerställa att allt är korrekt bokfört.

📌 Automatisk hämtning av skattekontotransaktioner och saldo
Vår app använder Skatteverkets API för att hämta skattekontots transaktioner och saldo direkt in i bokföringssystemet. Det innebär att du slipper manuellt logga in på Skatteverket och exportera kontoutdrag – all data hämtas automatiskt och digitalt.

📌 Säkerställ att alla transaktioner är bokförda
Genom att automatiskt hämta och jämföra transaktioner och saldo får du full kontroll över att inga transaktioner missas i bokföringen.

📌 Slipp onödigt arbete – spara tid och minska risken för fel
Med Smart Swedish VAT behöver du aldrig mer hantera skattekontot manuellt. Automatiseringen gör bokföringen snabbare, enklare och säkrare.

Säkert. Enkelt. Automatiserat. Låt Smart Swedish VAT hantera skattekontot åt dig, så kan du fokusera på det som verkligen betyder något – ditt företag! 🚀

“Att slippa ladda ner och bifoga skattekontoutdrag varje månad har sparat oss massor av tid. Med Smart Swedish VAT hämtas alla transaktioner och saldon från Skatteverket och kan bokföras direkt, vilket gör att vi bara behöver ta ut ett skattekontoutdrag en gång per år istället för vid varje bokföring. Smidigt, tidsbesparande och tryggt!”

– Jenny Pärpe, About Value

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-03-05

Spider – The smart integration hub

Spider

Businesses today operate with various software solutions, and ensuring seamless integration between them is essential. Spider acts as a central hub, connecting Microsoft Business Central with external systems to keep data synchronized and workflows efficient.

Why the name Spider?

Much like a spider weaving an intricate web to connect different points, the Spider app interlinks your systems, enabling smooth communication between them. Spider Sue, our integration specialist, ensures that all your data flows seamlessly between platforms, eliminating manual work and reducing errors.

Build and expand your integration capabilities

Spider is more than just a connector—it’s a flexible integration toolbox. With built-in functionalities for managing external systems, web services, API pages, and data queues, it provides a solid foundation for creating custom integrations tailored to your needs.

Ensure data consistency across all systems

Keeping data accurate and up to date is critical for smooth business operations. Spider logs changes in Business Central and extracts them to synchronize with external systems, ensuring that all platforms remain aligned in real time.

Streamline data imports and exports

Manually tracking and transferring files can lead to errors and inefficiencies. Spider simplifies this process by allowing you to monitor file progress, access historical records, and quickly resolve any issues that arise. If an error occurs, you can correct the data and retry the process with minimal effort.

Add extra fields for greater flexibility

Every business has unique data requirements. If your external systems require additional information that Microsoft Business Central doesn’t support out of the box, Spider enables you to add extra fields to customer, vendor, or item records—ensuring that you always have the data you need.

Multiple communication methods supported

Spider ensures compatibility with a wide range of communication protocols, including:

  • FTP
  • SFTP
  • Azure File Storage
  • Azure Blob Storage
  • HTTP GET/POST
  • Custom communication methods

 

With Spider, you gain a robust and reliable integration framework that keeps your systems in sync and your data flowing smoothly.

Take control of your integrations and keep everything connected with Spider!

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Eagle and Spider: A Powerful Combination for Streamlined Business Operations

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-02-26

Eagle – Gain Full Control Over Multiple Companies 

Eagle

Managing several companies at once can be a complicated and time-consuming task. Eagle simplifies this process by providing a comprehensive solution within Microsoft Business Central. With Eagle, you can oversee key financial and operational data from multiple entities in a single, unified view.

Why the Name Eagle? 

Eagles are known for their exceptional eyesight and ability to see vast landscapes from above. In the same way, the Eagle app gives you a high-level perspective of all your businesses, allowing you to monitor and manage them efficiently from one place. 

Seamless Multi-Company Access 

Switching between different companies and logging in and out repeatedly wastes valuable time. Eagle eliminates this hassle by consolidating all your businesses into one dashboard, where you can effortlessly track KPIs, payments, reports, and financial statements without jumping between accounts. 

Execute Actions Across Multiple Companies Instantly 

Rather than performing repetitive tasks individually for each company, Eagle enables you to apply bulk actions simultaneously. Whether it’s approving transactions, updating records, or generating reports, you can streamline processes and boost efficiency with a few simple clicks. 

Customizable KPIs and Instant Reporting 

Eagle helps you stay on top of key business metrics by offering a powerful reporting feature. You can configure KPIs using data from Business Central or leverage pre-built templates from other apps like Spider,  Parrot and ExFlow. Gain instant insights into your financial health and performance trends without the need for complex manual tracking. 

Maximize Efficiency and Save Time 

By centralizing multi-company management, Eagle drastically reduces the time spent on administrative work—by up to 95%. This allows you to focus on strategic decision-making and business growth rather than routine operations. 

Get in control, stay ahead, and take your business to new heights with Eagle! 

 

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-02-05

Discover the Benefits of Workflows – Soar High with Eagle

News
Let’s face it – keeping your accounting efficient and accurate is not just important, it’s absolutely essential for any business aiming for greatness. But who has the time for tedious, risky manual processes? That’s where Eagle flies in!

 

For CFOs

· Faster Decision-Making: With automated reports at your fingertips, you get instant access to key metrics. Say goodbye to manual processes and hello to rapid insights!

· More Efficient Processes: Automation frees up time from repetitive tasks like reconciliations, allowing you to focus on strategic decisions.

For Accounting Staff

· Reduced Manual Handling: With Eagle’s automated accounting flows, repetitive tasks are a thing of the past. Work smarter, not harder, and minimize the risk of human errors that can cost you big time.

· Error Correction and Alerts: The system can identify discrepancies and errors in real-time, allowing accounting staff to quickly correct mistakes before they negatively impact the books.

For CEOs and Auditors

· Total Transparency: Workflows provide a complete overview of the financial situation, facilitating audits and speeding up reporting.

· Transparent Processes: Eagle Workflows offer a clear and detailed overview of all financial activities and transactions, making it easier for CEOs and auditors to understand and follow up on the finances.

· Efficient Auditing: Automated reports and document management make audits faster and more efficient by giving auditors direct access to necessary information and history.

Soar to New Heights with Eagle Workflows

Why settle for mediocre when you can fly high? Eagle Workflows takes your accounting game to the next level with a level of efficiency that’s simply unbeatable. CFOs get rapid-fire insights, accounting teams ditch the drudgery and errors, while CEOs and auditors enjoy crystal-clear transparency and lightning-fast audits. It’s time to spread your wings and let automation take you on a flight path to financial brilliance.

With Eagle Workflows, you’re not just managing your books—you’re elevating your whole operation. Buckle up and get ready to soar above the competition!

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-01-29

Automate Your Accounting – Because You’ve Got Bigger Fish to Fry

Eagle

Traditional Accounting Without Workflows

Handling accounting manually without Eagle Workflows looks like this:

1. Log into the system for each individual company.

2. Register chart of accounts and transactions separately for each company.

3. Process payments and vendor invoices individually.

4. Reporting and reconciliations need separate updates.

5. Manage accounts receivable and payable for each company.

6. Waste time!

Accounting with Eagle Workflows

With Eagle Workflows, accounting becomes a breeze as multiple steps are automated and handled simultaneously for all companies. Here’s how it works:

1. Automated Login: Log in once and select which companies to include.

2. Multi-Company Management: Transactions, payments, and reports are executed in parallel for all selected companies.

3. Automatic Updates: Payments, invoices, and reconciliations are synchronized and completed automatically across all systems.

4. Report Compilation: One action generates reports for all companies.

Reduced Dependence and Enhanced Quality

Automated Workflows reduce reliance on individual knowledge. Instead of depending on specific team members, processes are standardized and quality-assured, cutting down the risk of human error. Plus, you save time and get more reliable accounting, no matter who’s handling it.

With Eagle Workflows, you’re not just slashing up to X% of the time spent on accounting—you’re also ensuring everything is done right and efficiently, every single time. Perfect for those who want to cut down on stress and focus on strategic, high-impact tasks!

Want to automate your accounting and get back x% of your time? Eagle’s got you covered.

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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2025-01-20

We have a new partner, welcome THINKNINE!

News

We are so happy that you want to be a part of our SmartApps family!

THINKNINE are experts in enterprise systems with extensive experience in implementing and managing business solutions for companies across a wide range of industries, including food, medtech, process industries, and e-commerce.

THINKNINE LinkedIn

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2025-04-28

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Meet Parrot: Your Ultimate Tool for Managing Recurring Invoices in Microsoft Dynamics 365 Business Central

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Get started

Are you interested in our products?

We have many dedicated partners that can help you implement our apps for your Microsoft Dynamics 365 Business Central. Step one is to reach out to one of them and get started!

If you have any questions, don’t hesitate to get in touch with us.

Let’s partner up!

Are you interested in becoming a partner and want to learn more about our products? We’d love to demo our apps for you! As partners, we’re always just a phone call away when you want help closing a deal or when you’re in need of tech support.

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