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 dynamicsnavfinancials.com,  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.


New View releases new training schedule with 40+ classes offered in 2020

6aeb41c8-055a-48f2-b648-3a8ab02d78a4New View Strategies is the go-to source for actionable training and process efficiency in Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central. Their 2020 schedule of training was just released and includes 17 classroom based boot camps and 24 online classes and includes new next-level offerings including the Advanced Controller’s Boot Camp and Advanced Account Schedules. 

Remaining Boot Camps being offered in 2019 are:

See what Bruce Ostrowsky of World Emblem had to say about the recent Account Schedules class he attended:

And lastly, YOUR class on schedules has made ME look like a hero. Running month end reports in Jet used to take 2-3 hours and the owner hated the way they looked. Running 6 schedules (CM, YTD, PM, PYTD, Budget CM and Budget YTD) takes about 10 minutes and it’s formatted EXACTLY the way the owner wants – and has wanted for 10 years. And I add ad hoc reports all the time – I LOVE schedules so thank you for making them so easy to understand.

Controller’s Boot Camp Training Comes to Houston TX August 19-23

TRAININGNew View Strategies is offering specialty training for Dynamics NAV designed specifically for accountants and those who support accountants. You will not find training like this anywhere else, because it is taught by former Corporate Controllers who have used this same software in their jobs every day for more than 20 years. They designed this class to share with you everything they wish someone had taught them when they started using Dynamics!

The next class is being held in Houston, TX August 19-23 and Dynamics NAV Financials is providing a promo code just for you! Use HOUCBC500 on your registration to save $500.

Look at what past students had to say about this class!

For any Controller using NAV, if you are in the process of converting to NAV, if you’re new to NAV or if you’ve been using NAV for a while, this is the class for you. Amanda and Kerry will either reinforce what you already know but more likely show you things that you don’t know, point out things that you should be doing and things that you shouldn’t be doing. I highly recommend this class. – Christopher Scrivner, Rava Ranches

For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors. – Scott Hulme, Nature Fresh Farms

This course is a must for those new to NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the “small stuff” that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn’t know you didn’t know about Nav. Whether a new user or seasoned veteran, there will be useful takeaways from the course. – Jen Brickner, Andy Gump


Controller’s Boot Camp Training Comes to Fresno California June 24-28

TRAININGNew View Strategies is offering specialty training for Dynamics NAV designed specifically for accountants and those who support accountants. You will not find training like this anywhere else, because it is taught by former Corporate Controllers who have used this same software in their jobs every day for more than 20 years. They designed this class to share with you everything they wish someone had taught them when they started using Dynamics!

The next class is being held in Fresno, California from June 24-28th and Dynamics NAV Financials is providing a promo code just for you! Use JUNCBC2019 on your registration to save $200.

Look at what past students had to say about this class!

For any Controller using NAV, if you are in the process of converting to NAV, if you’re new to NAV or if you’ve been using NAV for a while, this is the class for you. Amanda and Kerry will either reinforce what you already know but more likely show you things that you don’t know, point out things that you should be doing and things that you shouldn’t be doing. I highly recommend this class. – Christopher Scrivner, Rava Ranches

For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors. – Scott Hulme, Nature Fresh Farms

This course is a must for those new to NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the “small stuff” that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn’t know you didn’t know about Nav. Whether a new user or seasoned veteran, there will be useful takeaways from the course. – Jen Brickner, Andy Gump


Looking for Dynamics NAV training designed just for accountants?

6aeb41c8-055a-48f2-b648-3a8ab02d78a4New View Strategies is offering specialty training for Dynamics NAV designed specifically for accountants and those who support accountants. You will not find training like this anywhere else, because it is taught by former Corporate Controllers who have used this same software in their jobs every day for more than 20 years. They designed this class to share with you everything they wish someone had taught them when they started using Dynamics!

The next class is being held in Chicago from March 25-29th and Dynamics NAV Financials is providing a promo code just for you! Use MARCBC2019 on your registration to save $200.

Look at what past students had to say about this class!

For any Controller using NAV, if you are in the process of converting to NAV, if you’re new to NAV or if you’ve been using NAV for a while, this is the class for you. Amanda and Kerry will either reinforce what you already know but more likely show you things that you don’t know, point out things that you should be doing and things that you shouldn’t be doing. I highly recommend this class. – Christopher Scrivner, Rava Ranches

For a controller with limited exposure to NAV, I cannot fathom a more meaningful investment of time. The course is robust and the materials covered extremely comprehensive. You will be more than satisfied with the experience. Brilliant instructors. – Scott Hulme, Nature Fresh Farms

This course is a must for those new to NAV or new in a Controllers role. The hands on learning and collaborative networking environment with fellow users is essential to teach you the “small stuff” that can make a big difference in your productivity. Many of us have had little or no training, so this enables us to utilize and harness the system and take advantage of the reporting and analytical tools available. The class introduces you to many things you didn’t know you didn’t know about Nav. Whether a new user or seasoned veteran, there will be useful takeaways from the course. – Jen Brickner, Andy Gump


Dynamics NAV Financials named as a Top 10 Best Dynamics NAV Blog of 2018

NAVAward_1000x1000.png-500x500We’re so excited to share this news! Many thanks to DUG and Erik Ernst for the recognition. It is a great privilege to be honored among so many extremely talented Dynamics NAV bloggers. All of these folks dedicate a great amount of time to share knowledge with the community, and I have learned something from each and every one of them. Check out this link for the entire article, and to see the complete list of Top 10 bloggers.