NAV 50 Tips Series (2015)

50Every 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

1)  Use the search function

2)  Navigate

3)  Drill down

4) View/Edit (NEW)

5)  Screen organization

Finding Things Faster

6)  Sorting a List

7)  Saved customer list

8)  Pipe filter with Excel

9)  Find within a field

10)  Quick Entry

11)  Dimension overview

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

17)  Use “t” instead

18)  F8 to super copy

19) Ctrl-E for Excel (NEW)

20)  Keyboard shortcuts

21) Use help, it’s great! (Revised)

Payment Terms Tips

22)  Last day of month

23)  First day of month

24)  Third to last day of month

 Journal Tips

25)  Change your work date

26) Recurring journals (Revised)

27) Batches for journals (Revised)

28) Posting a $0 line on a journal

29)  Reversing a JE

Before you Post

30)  Simple math in NAV

31)  Preview test posting reports

32)  Use reconcile check box

33)  Block from direct post

Audit Trail

34)   Source codes

35)   Number Series (Revised)

36)    Check for purchases (item transaction detail)

37)    Check for cost changes

Agings

38)  Use posting groups to separate your agings

39)  Run your agings three different ways

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

Copy and Paste

47)  Into a journal entry

48) Into a sales order

Learning More

49)  Use customer source & MSDN.com

50)  Connect with the community!