Financial Setups in NAV – Get under the hood to understand the inner workings of financial setups in Microsoft Dynamics NAV.  This class covers all the basics you need to understand for how the financial management area can be configured.  Whether you’re new to NAV, a prospective customer deciding if NAV is the right fit for your company, a Controller or CFO who is new to a company already using NAV, or even an experienced NAV user who wants to know how to maximize your software, this class will get you the foundation you need to make important configuration decisions regarding your ERP software. Instructor: Kerry Rosvold – Class offered March 23rd, 11:00am to 3:00pm EST  Click this link to register for this NAVUG Academy class.

Posting Groups and Dimensions in NAV – Posting Groups and Dimensions are important features of your Microsoft Dynamics NAV product that work in the background to get all of your company’s transactions to the right place in your database. Often a set-and-forget feature, they are also frequently misunderstood. Find out what the differences are between posting groups and dimensions and how you can use them both in different ways to gain control, consistency, accuracy, and efficiency in your financial postings and make your financial reporting not only flexible but powerful at the same time. Using hands-on exercises in an online NAV database, you’ll get to try different configurations in multiple scenarios to really understand how both posting groups and dimensions behave. Instructor: Kerry Rosvold – Class offered April 19th, 11:00am to 3:00pm EST

Financial Reporting Using Account Schedules in NAV – 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! Instructor: Kerry Rosvold – Class offered May 17th, 11:00am to 3:00pm EST and November 30th, 11:00am to 3:00pm

Consolidations in NAV – Confidence in your consolidation setup and processes is essential for your financial reporting. We’ll walk through the setup and processing of multiple companies as well some common, and not so common challenges with consolidations, and the related solutions. Instructor: Amanda Mayer – Class offered June 28th, 11:00am to 3:00pm EST

Multi-Currency in NAV – Companies are doing business all across the world and need the flexibility to process in multiple currencies. In this class, we’ll walk through setting up multiple currencies, processing payables, receivables and even how to look at your financials in a second currency. Instructor: Amanda Mayer – Class offered July 26th, 11:00am to 3:00pm EST

Financial Data Migration Using Journal Entries in NAV –  Did you know you can populate opening entries for the accounts payable aging, accounts receivable aging, inventory valuation, fixed assets, trial balance, and even outstanding checks simply using journal entries? Even if you are well past your initial implementation, you can go back to populate financial history to be used for longer term financial reporting. DIY is in your future! Attend this class to get the step by step instructions on how to populate these important financial data elements on your own. Instructor: Kerry Rosvold – Class offered August 24th, 11:00am to 3:00pm EST

Month End, Year End and Budgeting in NAV – Here’s your chance for a review of best practices for month end, year-end, and budgeting in Microsoft Dynamics NAV. This class will go through best practices for each of these three important year-end activities. Take a moment to refresh your memory on how to do some of these tasks that we often touch only once a year and pick up some new tips for making these processes go smoothly along the way. Instructor: Kerry Rosvold – Class offered December 20th, 11:00am to 3:00pm EST

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