NAV 50 Tips Series (2015)
Posted: December 4, 2015 Filed under: Uncategorized Leave a comment
Every year, and 2015 was no exception, I get the opportunity to present a session called 50 Tips in 50 Minutes for Finance at NAVUG Summit and promise to share these tips in short video form before the end of the year.
Many of these I have already recorded as short 1-3 minutes videos in previous years, but there are 7 brand new ones and 4 revised tips this year which I’ll update through the month of December. We’ll ring in the new year with the Top 10 favorite tips as rated on evaluation forms by attendees at NAVUG Summit.
As always, if you know a tip you think should be shared with the NAVUG community, share it in the comments, and I’ll include it in next year’s session!
Finding Things
4) View/Edit (NEW)
Finding Things Faster
Make the Role Center Your Own
12) Actions (NEW)
13) Reports (NEW)
14) Navigation Pane (NEW)
15) Ribbon (NEW)
16) What’s that blue box? (NEW)
Keyboard Tips
19) Ctrl-E for Excel (NEW)
21) Use help, it’s great! (Revised)
Payment Terms Tips
24) Third to last day of month
Journal Tips
26) Recurring journals (Revised)
27) Batches for journals (Revised)
28) Posting a $0 line on a journal
Before you Post
31) Preview test posting reports
Audit Trail
35) Number Series (Revised)
36) Check for purchases (item transaction detail)
Agings
38) Use posting groups to separate your agings
39) Run your agings three different ways
Month End
40) Close the inventory period!
42) User date admin – all/by user
Financial Reporting
43) Dimensions – use code mandatory
45) Update your analysis views
46) Run the canned NAV trial balance
Copy and Paste
Learning More
49) Use customer source & MSDN.com
50) Connect with the community!
Dynamics NAV Financials 