I’m offering a class on Account Schedules next week through NAVUG Academy! This class is a great way to get familiar with account schedules if you’ve never used them before, or if you just need a refresher because it’s been a while since you’ve set up a new one. It’s also a great way to fit in those CPE credits!
I’ve got more classes offered this year on a wide variety of topics. Check out my 2015 classes page for more details on how you can learn more about financial setups, posting groups and dimensions, greater optimization of finance features, and month end, year end, and budgeting.
Financial Reporting Using Account Schedules in NAV2015
Instructor-led training on-line!
Microsoft Dynamics NAV account schedules are a powerful tool used to create custom financial statements directly from your general ledger. In this in-depth training session, you will learn the fundamental principles of account schedule construction.
Using hands-on exercises, you will have the opportunity to apply what you learn during class to a basic trial balance and master the three basic account schedule building blocks: row setups, column layouts, and analysis views. You’ll discover how to filter your financial reporting by dimensions, layer in budgeted information, and produce reports by exporting to Excel!
Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. If your instructor will use the hands-on training environment you will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.
Delivery Method: Group Internet-based
CPE Credits: By participating in this class you are eligible to earn up to 4 CPE credits which will be distributed automatically following class completion. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.