Dynamics NAV Financials is now on FacebookPosted: February 19, 2013 Filed under: Uncategorized | Tags: facebook, NAV, NAVUG, tips and tricks, training, user group Leave a comment
You asked for it, you’ve got it! The blog has got its very own Facebook page at www.facebook.com/DynamicsNavFinancials. For those of you who would rather have Dynamics NAV Financials show up in your Facebook feed, come on over to the new page and hit the Like button!
Since the blog’s been running for almost a year, I’m recycling some of the most popular posts so you have something out there to look at other than my smiling face. If you’re curious about any of my travels with NAVUG, and want to see more pictures of me in a conference room waving my arms around and wearing a name tag, come on over to the Facebook page. I’ll keep you updated on where I’m speaking and about what, and will let you know when new classes open up for registration. And of course, all of the great new content will get posted out there every week.
If you’re more interested in just getting great tips and tricks on how best to use NAV at your job, follow by email from the main blog page, follow me on Twitter, or subscribe to the RSS Feed.
Seriously, thanks for reading. Who would have thought this many people would want to know about this stuff? The fact that people have asked for more ways to get this information is just fantastic. I’ve still got plenty more to say and will keep on sharing as long as people keep on reading!
I’m presenting at Microsoft Dynamics Convergence 2013 in New Orleans!Posted: February 11, 2013 Filed under: Uncategorized | Tags: Account Schedules, Classic Client, Convergence, dimensions, NAVUG, RTC, user group 1 Comment
For those of you who are regular readers at DynamicsNAVfinancials.com, I wanted to let you know I will be presenting at Microsoft Dynamics Convergence 2013 in New Orleans, coming up in March. I’ll be doing a session on Account Schedules on Monday, a session on Dimensions on Thursday, and will be participating in sessions as a panelist for Ask Your Peers: Finance Professionals, as well as Ask Your Peers: Upgrade Experiences. More detailed session descriptions are below and are hosted by NAVUG. If you haven’t yet had the chance to connect with the NAV user group, check out this link on how to get engaged with NAVUG and the Dynamics NAV community at Convergence 2013.
If you’re attending Convergence, I’d love to meet you! Be sure to stop by and say hello!
Account Schedules in Microsoft Dynamics NAV: UBNAV04
Ask Your Peers: Finance Professionals: IDNAV01-R1
Ask Your Peers: Upgrade Experiences with Microsoft Dynamics NAV :IDNAV03
Tips & Tricks for Working with Dimensions in Microsoft Dynamics NAV:CSNAV08
Video Demo: How to export NAV account schedules to Microsoft ExcelPosted: February 5, 2013 Filed under: Uncategorized | Tags: Account Schedules, dimensions, Excel, export to excel, financial statement, learning, NAVUG, NAVUG Academy, training Leave a comment
There are some quick and easy ways to publish NAV Account Schedules to Microsoft Excel but some of them end up with some pretty ugly formatting unless you know a few secrets on how to make them look better. This short demo video shows you how to create a nicely formatted NAV Account Schedule in Microsoft Excel that only requires formatting the first time you set it up. Each time you replicate the report after that, you can simply update the report with new numbers and the formatting will remain the same every time.
While this demo shows how to create a financial report with three monthly tabs, you can easily extend this technique in a couple of different ways. I use this same technique to produce my monthly financial statement package. I have eighteen pages in the package I produce each month, and each page is a different account schedule. When I start a new month, I copy the Excel workbook and rename it with the new month, then use exactly this same technique to produce the new month’s reports. By using this technique, the new copied workbook acts as a “shell” to receive my new numbers. From month to month, I am able to maintain consistent formatting in my reporting while producing my financial reports in the most efficient way possible. I can apply the same principles to my monthly team budget reports. In this case, I can produce the same actual versus budget report over and over with a new dimension filter applied for each team, one per each Excel worksheet in the workbook.
If you’d like to learn more about account schedules, please visit my 2013 Classes page. This short video demo comes from my Account Schedules Basics class which I teach through NAVUG Academy. This class offering is just one of many classes that are being offered by NAVUG Academy in 2013 to help you get more out of your use of NAV at your company.
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