ADVANCED Account Schedules class now available in 2019 and 2020

imagesBased on feedback from students who have taken our Dynamics NAV and Dynamics 365 Business Central Account Schedules classes, we have now created the ADVANCED ACCOUNTS SCHEDULES class! This advanced level class is full of all new material on topics you requested based on survey results. We are so excited to offer a class to LEVEL UP your skills using Account Schedules in Dynamics NAV and Dynamics 365 Business Central.

This class is only going to be offered twice in the next year. One of those sessions is only 5 weeks from now, December 11-13, 2019 in Chicago, IL and the other will be May 13-15, 2019 in Texas (exact city TBD). As someone who reads,  we are offering a special discount for the December class being held 5 weeks from now. Please enter the discount code of DNF100 to get $100 off your class registration.

Take a look at the detailed description for the class:

Take your knowledge about account schedules in Microsoft Dynamics NAV / Dynamics 365 Business Central to the next level in this active hands-on workshop. Bring your trial balance and recent financials with you to class so we can dig in and show you how to map what you have to your balance sheet, income statement, and statement of cash flows, and then design and set up your financial statements in account schedules.

If you’ve never been able to set aside the time to finally build your financial statements, come to this class to get the dedicated time and support needed to check this off your list.

Spend Day 1 getting started with mapping your trial balance and applying the fundamental concepts to design and build your own basic financial statements. We’ll also put together all the most commonly used column layouts to view the schedules you’ve built in different ways.

During Day 2 we’ll layer in your budgets and dimensions to those reports and building your Excel shell to easily produce your financial statements each month by only refreshing the numbers. We’ll spend plenty of time learning how to build the shell and maintain it when changes happen.

We’ll bring it home Day 3 by learning other advanced topics like using account schedules in consolidations, using RapidStart to populate account schedules to multiple companies, account schedules with KPI web services and the complementary tool to account schedules: analysis reports and analysis by dimensions.

Who Should Attend? CFOs, Controllers, and accountants seeking to truly unpack the power of Account Schedules and simplify their financial reporting ongoing.

I would LOVE to see you in class to dive deep into learning even more about ERP accounting software. Please feel free to reach out to me directly if you have any questions about this, or any other of the over 40 classes we are teaching in 2020.


[VIDEO] Use the Export to Excel Function for Account Schedules with NAV/BC

imagesI just taught my all-day Account Schedules class at the User Group Summit Pre-Academy days for the eleventh year last month. This year, my students asked me to please record a video of how to create the “Excel shell” I use to create financial statements quickly and easily every month. This is that video, shot in both NAV 2018 (which will apply to any version of NAV 2013-2018), and Business Central.

Use the Export to Excel Function for Account Schedules with Dynamics NAV

Use the Export to Excel Function for Account Schedules with Dynamics 365 Business Central

If you’ve taken one of my classes before, this is the final lesson of the day, the one that shows you how to tie it all together and get efficient with Account Schedules.

If you’ve never taken one of my classes before and you are still dumping your trial balance into Excel and pushing the data around every month give this a try instead.