50 Tips in 50 Days (2013)

I recently had the opportunity to present a session called 50 Tips in 50 Minutes for Finance at NAVUG Forum and promised to share each of these tips in short video form before the end of 2013.  I’ll release one each day, and update the links on this posting at the end of each week so you can get to them easily.

Finding Things

1)      Use the search function

2)      History menus

3)      Navigate

4)      Drill down

5)      Registers

Moving Around

6)      Use more than one NAV

7)       Screen organization (real estate)

8)       Sorting financial transactions

9)       Filtering financial transactions

10)     Dimension overview

11)     ESC is your best friend

Keyboard Tips

12)      Use “t” instead

13)      F8 to super copy

14)      Keyboard shortcuts

Payment Terms Tips

15)     Recurring last day of month

16)     Payment last day of month

17)     First day of month

18)     Third to last day of month

19)     Payment journal filtering


20)     Recurring journals

21)     Reversing recurring journals

22)     Use recurring journals as a checklist

23)     Change your work date

24)     Batches for journals

25)     Reversing a JE

Before you Post

26)     Simple math in NAV

27)     Preview test posting reports

28)     Use reconcile check box

29)     Block from direct post

30)      Use payment tolerance for small balance write-offs

Audit Trail

31)     Source codes

32)     Reason codes

33)     Number series

34)     Number series for batches

35)     Check for purchases (item transaction detail)

36)     Check for cost changes


37)     Use posting groups to separate your agings

38)     Run your agings three different ways

39)     Run your agings using SQL

Month End

40)     Close the inventory period!

41)     Schedule your adjust cost

42)     User date admin – all/by user

Financial Reporting

43)     Dimensions – use code mandatory

44)     Control of dimensions

45)     Update your analysis views

46)     Run the canned NAV trial balance

47)     Use analysis by dimensions

Learning More

48)     Use the help menu

49)     Use customer source & MSDN.com

50)     Connect with the community!

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