Copy and paste into a sales order [NAV 50 Tips Series]

View the short video on this tip below.

This tip is from the NAV 50 Tips series.  Find more information here!

Quick Entry [NAV 50 Tips Series]

View the short video on this tip below.

This tip is from the NAV 50 Tips series.  Find more information here!

Find within a field [NAV 50 Tips Series]

View the short video on this tip below.

This tip is from the NAV 50 Tips series.  Find more information here!

Pipe Filter with Excel Alternative!

Microsoft MVP Mark Brummel posted a great alternative to the video tip I put out today showing how to use Excel to put together a long string of customer numbers in NAV, that you can find here.

He also says “Blogging it now kinda make me a smart-ass. Maybe I am that. I apologize. ;-)”. Absolutely not, Mark, you’re just SMART!

I always love discovering another way to do the same task. Thanks for sharing Mark!

Pipe filter with Excel [NAV 50 Tips Series]

View the short video on this tip below.

This tip is from the NAV 50 Tips series.  Find more information here!

Saved customer list [NAV 50 Tips Series]

View the short video on this tip below.

This tip is from the NAV 50 Tips series.  Find more information here!

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!

Where will you find me during NAVUG Summit?

In 27 short days, I’ll be headed to NAVUG Summit. If you’re headed there too, here’s where you’ll find me during the conference. See you there!

Monday, 10/13

8-5 Teaching a NAVUG Academy class: NAV Account Schedules in NAV 2013

Tuesday, 10/14

8-5 Teaching a NAVUG Academy class: NAV Account Schedules in NAV 2009 Classic

5-8 At the ilovenav booth during the EXPO welcome reception

Wednesday, 10/15

11-12 Presenting Account Schedules Basics

Thursday, 10/16

8-9 Presenting Posting Groups and Dimensions with Robb Delprado

10:45 – 11:45 Presenting 50 Tips in 50 Minutes for Finance

6-8 At the ilovenav booth during the EXPO reception

Friday, 10/17

2:15 – 3:15 Presenting The Confidence Code: The Science and Art of Self-Assurance – What Women Should Know

NAV Account Schedules class offered only one time in 2014

If you’ve been following DynamicsNAVFinancials.com for a while you might know that up until 2014, I’ve taught both an annual in classroom class and multiple online classes for account schedules throughout the year. Due to a very busy schedule in 2014, I’m only offering my account schedules class one time in 2014. 

I will be teaching a full day in person class at NAVUG Summit in St. Louis this year. I will be doing the class twice – on Monday, October 13th in NAV2013 and on Tuesday, October 14th in NAV2009 Classic. Follow the links to get to registration for this class and for more information about the conference.

The class is a full immersion day of nothing but account schedules. We will spend more than 50% of the time doing hands on exercises so you can easily learn and retain the material we cover in class. The class sizes are small so you will be able to have lots of one on one time to ask questions specific to your businesses. Since this class is only being offered one time this year, I encourage you to sign up early to make sure you get a spot.

See you there!

Week ten recap: Account Schedules 101

Here’s the week 10 recap on the NAV Account Schedules 101 series.  Follow the links below to view the posts for each of the lessons we covered this week or view the entire series here.

NAV AS 101 Lesson 24: When to change the sign

NAV AS 101 Lesson 25: What else can I do with Account Schedules?

 Don’t forget to visit the Account Schedule Formulas and Account Schedule Examples pages if you’re looking for even more ideas on how to improve your financial reporting using account schedules with Microsoft Dynamics NAV.