Dynamics NAV - Finance 101

Duration
1 Day (09:45 - 17:00)
Cost
FREE
Location
Newbury & Manchester
Dates
See course booking form below
Course Overview

Running every 2 months, this training course is designed for anyone new to the Finance Department or Finance in general.

It's a great way to understand the capabilities of your Dynamics NAV solution and its uses. This training course has two variants - one for users of Classic NAV and the other  for users of Dynamics NAV RTC.

To ensure everyone gets an opportunity to attend our free training courses we have had to apply a limit of 2 people per company per course. You are more than welcome to register for more places and if the course is not full or places become available we will contact you to offer you the extra places.

To get the most of your free training you should come along to this only if you have attended our NAV Intro in a Day or have at least 6 months experience.

Agenda

09:45 Arrival & Coffee

10:00 Welcome

10:15 Chart of Accounts

  • Chart of Accounts - Structure
  • G/L Card
  • Balance - G/L Account Balance, G/L Balance, G/L Balance by Dimension

10:45 Journals

  • Batches
  • General Journals
  • Bank to Bank Transfer
  • Bank to Bank with Currency
  • Save As Standard Journal
  • Preview Report

11:30 Receivables Management

  • Customer Card
  • Cash Receipt Journal
  • Apply Entries / Un-apply Entries
  • Payment Registration Journal
  • Ledger Entries
  • Refunds, Invoices, Credits
  • Copy Documents
  • Recurring Sales Invoices
  • Payment Terms and Methods

12:00 Payables Management

  • Vendor Card
  • Payment Journal
  • BACS, Export and Void
  • Trouble Shooting BACS
  • Vendor Payments
  • Apply Entries / Un-apply Entries
  • Currency with Bank Charge
  • Ledger Entries
  • Refunds, Invoices, Credits
  • Deferrals
  • Copy Documents

12:30 Lunch

13:30 Bank Account

  • Bank Card
  • Bank Reconciliation
  • Bank Statement Import
  • Bank / BACS Ledger Entry

14:30 Fixed Assets

  • Fixed Asset Card
  • Assign Depreciation
  • Purchase Fixed Asset
  • Run Depreciation

15:00 VAT & Intrastat

  • Running VAT Statement
  • Calc and Post
  • Compare to G/L
  • Troubleshooting

15:30 Financial Reporting

  • Run Account Schedules
  • Run Account Categories
  • Chart of Accounts Overview
  • Trial Balance
  • Aged Accounts Payables & Receivables
  • Day Books - Trial Balance by Period, Budget etc.

17:00 Meet the Team, Coffee & Close

View available dates and book a place here:

1. Select Type Not sure what NAV type you have?

RTC

2. Select a location:

Stockport
Newbury

3. Select a date: Select location to view available dates...

12 Sep 2019 - 12 Sep 2019
29 Oct 2019 - 29 Oct 2019
28 Nov 2019 - 28 Nov 2019
24 Sep 2019 - 24 Sep 2019
15 Oct 2019 - 15 Oct 2019
21 Nov 2019 - 21 Nov 2019

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