User Guide
Eagle is an app that streamlines administration when you need to perform the same operational tasks in many companies. The app is installed in both the tenant belonging to the service agency (provider of administrational services) and the one belonging to the client (recipient of administrational services).
Note
A service agency can, for example, be a shared service center within the group or an accounting firm that provides administrative services to its clients.
Important
The processes in Eagle is best explained with workflows. Start by going through the Main workflows along with the Functions in Other Apps. More details are found in How To.
Perform Operational Tasks
All operational tasks in Eagle can be accessed on the My companies page, in the service agency's installation of Eagle.
- Choose the search icon (ALT+Q), enter My Companies, and then choose the related link.
Tip
We recommend that you use the Eagle Role Center as it allows you to have access to everything in Eagle, directly from you home page.
Note
The My Companies page lists the companies (which has not been actively hidden) which the user has the permissions to, in the environments that have been set up on the My Environments page.
Tip
You can select to reload all your companies and data, such as KPIs, by scheduling a job queue that runs the update in the background at a time of your choice. A notification on the My Companies page will help you to do so.
Tip
Use the Client Code field to specify a unique identifier for each client company. If one or more client codes has been specified, the Code field will be displayed on the My Companies page automatically.
Process Payments
It's possible to create a payment suggestion in two ways. You can either use the Payment Suggestion action or the Enqueue Action on the My Companies page.
The workflow for how to proceed with the steps are illustrated and described in Process Payments.
Open Client Pages
It's possible to open pages that are available in the service agency's and the client company's installation of Business Central. If you select the Open actions, the chosen page will appear on a new tab in your browser for each selected company where the report is opened in the selected company. You can set up the page on the Functions Setup page if you want to be able to open it with set filters.
| Page | Description |
|---|---|
| Customers | Open the Customer List without filters on a new tab for each selected company. |
| Vendors | Open the Vendor List without filters on a new tab for each selected company. |
| Chart of Accounts | Open the Chart of Accounts without filters on a new tab for each selected company. |
Tip
We recommend that you set up pages on the Function Setup page with filters.
Open Client Reports
It's possible to open reports that are available in the service agency and in the client company's installation of Eagle. If you select the Open actions, the chosen report will appear on a new tab in your browser for each selected company. You can set up the report on the Functions Setup page if you want to be able to enqueue it with set filters.
Enqueue Reports
It's possible to Enqueue reports that are available in the service agency and the client company's installation of Business Central.
A user can Enqueue any report that is possible to process by a job queue. The report can be based on standard Business Central (Base Application) or based on other extensions or apps.
It can be processing-only reports for calculating depreciation, adjusting exchange rates, creating job invoices or batch posting of invoices. Or regular PDF/Excel reports such as income statements and balance sheets or pages such as chart of accounts, customers and vendors. The Output Type field on the Function Setup page enables users to specify whether the result of an enqueued report should be Excel or PDF.
Tip
It is possible to re-enqueue multiple reports simultaneously. This is useful, for example, when errors have occurred in several reports, you have made an update with the errors corrected, and want to request all the reports again at the same time.
The workflow for how to enqueue reports are illustrated and described in Enqueue Actions and Reports.
Tip
Visit How To Set Up Functions for Apps to find examples of reports to set up and enqueue.
Enqueue Table Export
It's possible to Enqueue data export from tables that are available in the service agency and the client company's installation of Business Central.
The table export enables users to export data from tables in the format specified by the user on the File Settings page.
The workflow for how to enqueue table exports are illustrated and described in Enqueue Actions and Reports.
Note
The table export is useful for troubleshooting, migrating data and to export data to other systems on a recurring basis.
Tip
Use the Table Export to, for example, export accounting transactions for several companies to one file, or to export all open ledger entries. You can specify which file settings should apply, for example it is possible to export Excel files, tab and semicolon delimited files.
Key Performance Indicators
The key performance indicators in Eagle can help determine what needs to be done and when. These indicators can, for example, be used to plan, analyze and support the work process.
The Eagle key performance indicators:
| Type | Description | Sources | Displayed in |
|---|---|---|---|
| Predefined KPIs (Client Companies) | System-defined KPIs. Available as date, quantity and amount | Standard Business Central and selected apps in client companies | My Companies and Role Center |
| User-defined (Client Companies) | Created by a user. Available as quantity and amount | Standard Business Central and extensions in client companies | My Companies and Role Center |
| User-defined (This Company) | Created by a user. Available as quantity and amount | Standard Business Central and extensions in the current company | Role Center |
| Promoted KPIs | Eagle KPIs displayed as wide data cues in the role center | Eagle KPIs | Role Center |
Predefined KPIs
The system-defined key figures in Eagle are named Predefined KPIs (Client Companies). The KPIs have default settings that can be changed.
- Choose the search icon (ALT+Q), enter Eagle KPIs Setup, and then choose the related link.
- Select the Predefined KPIs (Client Companies) FastTab
- Hover over a field to read a short description.
- Change the settings, such as specifying if the KPI should be visible or not on the My Companies page or on the Eagle Service Agency role center.
Tip
It is possible to add a user-defined name for the Eagle KPIs. Useful for entering an abbreviation or a clearer name, tailored for your needs.
User-defined KPIs
The user-defined KPIs are of Two Types.
- Choose the search icon (ALT+Q), enter Eagle KPIs Setup, and then choose the related link.
- Select between User-defined KPIs (Client Companies) and User-defined KPIs (This Company) FastTab depending on which type of KPI to create.
- Choose one of the available records and select the Edit action.
- Hover over a field to read a short description
- Create User-defined KPIs Using Templates or Create User-defined KPIs Manually.
Tip
Use the preview of the KPI in the FactBox pane to verify that the calculated value and link for the configured KPI are correct.
Promoted KPIs
The Eagle KPIs can be displayed as wide data cues on the Eagle Service Agency role center. You can select 5 KPIs to appear as promoted.
- Select the Set Up Promoted KPIs action on the Eagle Service Agency role center or choose the search icon (ALT+Q), enter Promoted KPIs and then choose the related link.
- Hover over a field to read a short description.
- Specify which Type to set up.
- Select which key figure in the KPI No. field.
Tip
User-defined KPIs of both types and the Predefined KPIs can be selected as promoted.
Note
The Type of the Eagle KPI will be shown within parenthesis if both the type Client Companies and This Company have been selected as promoted on the Eagle Service Agency role center.
User Tasks
You can create tasks in the client companies to remind you of work to be done. You can create tasks for yourself, but you can also assign tasks to others or be assigned a task by someone else in your organization. User Tasks are a part of the standard functionality in Business Central and is visible in Eagle. Read more about user tasks on Microsoft Learn.
Note
Tasks are created and handled in the client companies, using the standard functionality in Business central, and can be seen and set as completed in Eagle by the service agency.
Tip
We recommend that you use both User Tasks and key figures to create an efficient work process.
Retention Policy
Find (and change) the retention policy set by Eagle (when it is installed) on the Eagle Setup page in the service agency and on the Eagle Client Setup page in the client companies.
- Choose the search icon (ALT+Q), enter Eagle Setup in the service agency, and then choose the related link.
- Choose the search icon (ALT+Q), enter Eagle Client Setup in the client companies, and then choose the related link.
- Hover over a field to read a short description and change values as appropriate.