Total Enterprise Solutions Add-On Apps
This is the documentation site for Total Enterprise Solution's add-on apps for Microsoft Dyanmics 365.
TES Add-on apps expand on the functionality of your Microsoft Dynamics 365 solution.
We have spent valuable time with customers to design and develop add-on apps that appease your charity or not-for-profit’s organisational challenges, ensuring every solution is tailored to very specific requirements. Select the app that you want to read the docs for from the list below or see the list of recent changes to all app on the Changelog page.
Business Central Add-Ons
TES BC Automated Accruals
Accruals Worksheet functionality provides users with the ability to automate the collation of purchase documents into a worksheet to simply the profiling of accruals.
TES BC Advanced Reporting
Provides users with quicker access to both Account Schedules (Financial Reports) and Analysis by Dimensions.
TES BC NFP Advanced VAT Management
TES BC NFP Advanced VAT Management brings efficiencies into VAT filing periods by allowing Users to identify purchase transactions that are required to be adjusted for Irrecoverable VAT.
TES Business Central & Dynamics 365 Connector
Synchronise master data and transactions between your Business Central and Dynamics 365 systems.
TES BC Enhanced Budgeting
Empowering budget holders to make effective decisions. Give budget administrators a complete overview and control of the progress of budgets. Allow other stakeholders permission to view budgeted amounts by dimensions values that they are responsible for.
TES BC Enhanced Consolidation
Setup real-time consolidation between your business units and your parent company. Drill-through from the consolidated entry to the source entry in the corresponding business unit.
TES BC Expenditure Control & Reporting
Define flexible approval chains for purchase documents. Fine tune your controls by budgets, dimension values, commercial rules and more.
TES BC Fund Management & Donor Reporting
Specify linked dimension values to ensure that transactions are always tagged correctly. Overview the allocation of amounts to funds and projects, easily move amounts and match project expenditure to funds.
TES BC Property and Rent Management
Manage charges ahead of time, maximise property income, manage direct debits, manage tenancies, track property maintenance and compliance, manage central document storage, monitor maintenance alerts, undergo tenancy interaction management, and manage automated funding agreements.
TES BC Supplier Fraud Prevention
Protect changes to supplier bank account details and require approval before payments can be made to supplier and bank accounts which have recently changed or which have become dormant.
Business Central User Guides
BC Introduction
Bite sized User guides and information on Business Central core navigation areas and User experience, such as Searching, Information Filters and Personalisation/Customisation
BC Application Setup
Bite sized User guides and information on Business Central core configuration, such as User Setup, Change Log and Posting Setup
BC Finance Essentials
Bite sized User guides and information on Business Central core finance areas and functionality, such as Chart of Accounts, Journals and Banking
BC Finance Advanced
Bite sized User guides and information on Business Central advanced finance areas and functionality, such as Budgets and Currency
BC Purchasing
Bite sized User guides and information on Business Central Purchasing functionality, such as Vendors, Purchase Documents and Apply Entries
BC Fixed Assets
Bite sized User guides and information on Business Central Fixed Assets
BC Sustainability
The Sustainability Module in Business Central enables organisations to track, measure, and report environmental data like emissions, carbon credits, and sustainability certificates. It integrates with items, fixed assets, and financials to support ESG compliance and carbon accounting.
Dynamics 365 Add-Ons
TES CRM Fundraising
Track donor details, record income, plan fundraising events, process Gift Aid Returns, take in-app payments and Direct Debits through Stripe, integration with fundraising platforms like JustGiving and goDonate - manage all aspects of your fundraising activities.
TES CRM Case Study Management
Easily manage case studies that you have created with different usage categories and date periods that they are valid for.
TES Customer Insights Advanced Pack
Determine which segment contacts fall into per mailer and generate "return ids" which uniquely identify the contact, campaign, appeal and package. Use this information to simplify data entry for returns.
TES CRM Grant Applications
Track grants that your organisation is applying for. Assign expenses incurred in the course of the application and record grant review meetings.
TES CRM Subscription Management
Many charity and not-for-profit organisations distribute regular publications on a subscription basis. The TES Subscription Management App provides the ability to sell specialised products that are provided on a regular basis to multiple contacts.
Other
Changelog
The Changelog page has details of the different versions of each apps, their features and bug fixes.
Access
An invitation is required to access the documentation. Some permissions also need to be granted to our app to use your Microsoft account to log you in. See here for instructions.
Ideas
Have an idea that you would like to see implemented in one of our apps? Or maybe an idea for a completely new app that would benefit other NFPs? Post it on ideas.tes365.com. An invitation is required, see here for more information.
Environment Admin Apps
Azure applications which allow TES to manage your Business Central and Dynamics 365 environments and deploy our products into them.