NAV 50 Tips Series (2014)

This year, for the second year in a row, I had the opportunity to present a session called 50 Tips in 50 Minutes for Finance at NAVUG Summit and promised to share these tips in short video form before the end of the year.  Many of these I already recorded as short 1-3 minutes videos last year, but there are 7 brand new ones that I’ll update in the month of December, and 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 try to include in next year’s session!

Finding Things

1)  Use the search function

2)  Navigate

3)  Drill down

4)  Screen organization

Finding Things Faster

5)  Saved customer list (NEW)

6)  Pipe filter with Excel (NEW)

7)  Find within a field (NEW)

8)  Quick Entry (NEW)

Moving Around

9)  Using more than one NAV

10)  Sorting transactions

11)  Filtering transactions

12)  Dimension overview

Keyboard Tips

13)  Use “t” instead

14)  F8 to super copy

15)  Keyboard shortcuts

Payment Terms Tips

16)  Recurring last day of month

17)  Last day of month

18)  First day of month

19)  Third to last day of month

20)  Payment journal filtering

 Journal Tips

21)  Change your work date

22)  Recurring journals

23)  Reversing recurring journals

24)  Batches for journals

25)  Use recurring journals as a checklist

26) Posting a $0 line on a journal (NEW)

27)  Reversing a JE

Before you Post

28)  Simple math in NAV

29)  Preview test posting reports

30)  Use reconcile check box

31)  Block from direct post

Audit Trail

32)     Source codes

33)     Number series

34)     Number series for batches

35)     Check for purchases (item transaction detail)

36)     Check for cost changes

Agings

37)  Use posting groups to separate your agings

38)  Run your agings three different ways

Month End

39)  Close the inventory period!

40)  Schedule your adjust cost

41)  User date admin – all/by user

Financial Reporting

42)  Dimensions – use code mandatory

43)  Control of dimensions

44)  Update your analysis views

45)  Run the canned NAV trial balance

Copy and Paste

46)  Into a journal entry (NEW)

47)  Into a sales order (NEW)

Learning More

48)  Use the help menu

49)  Use customer source & MSDN.com

50)  Connect with the community!