Over the years, it has been noted that Dynamics NAV does not provide out-of-the-box balance sheets, income statements, and the like. Microsoft has responded to this gap with the Dynamics NAV 2017 release, which includes the Account Categories feature, which automates the process of creating the account schedules and financial statements. In this installment of… Continue reading Dynamics NAV Coffee Break: Account Categories
Category: How To NAV
Dynamics NAV Coffee Break: Getting Checks to Print
How many times has this happened to you…you are working in Microsoft Dynamics NAV (formerly Navision) using multiple bank accounts, and switching banks, and when you go to print a check nothing happens? You do not get an error message, but you also do not get your checks printed. This short video will help answer… Continue reading Dynamics NAV Coffee Break: Getting Checks to Print
Dynamics NAV Coffee Break: Check Ledger Entry Screen
There are some unknowns about the Check Ledger Entry screen in Microsoft Dynamics NAV (formerly Navision) including where to access it (spoiler alert: only from the Bank Account card), and how to use it to its fullest potential. This short video provides an overview to help you get the most out of this component of… Continue reading Dynamics NAV Coffee Break: Check Ledger Entry Screen
Dynamics NAV Coffee Break: Using My Notifications
Microsoft introduced a variety of new features and functionality with the release of Microsoft Dynamics NAV 2017. The MyNotifications feature is among them. By using this feature to tailor each NAV user’s instance, it can help you be more productive while using Dynamics NAV. This video provides a brief overview of where find this feature,… Continue reading Dynamics NAV Coffee Break: Using My Notifications
Dynamics NAV Coffee Break: Document Number Formulas
Document Number Formulas are a timesaving feature available in almost all versions of Microsoft Dynamics NAV (formerly Navision), both classic and RTC versions. The Document Number feature is most often used in the Recurring Journals. This video provides a brief tutorial how to use this feature to save time and effort in Dynamics NAV. You… Continue reading Dynamics NAV Coffee Break: Document Number Formulas
ArcherPoint Dynamics NAV Developer Digest – vol 166
The NAV community, including the ArcherPoint technical staff, is made up of developers, project managers, and consultants who are constantly communicating, with the common goal of sharing helpful information with one another to help customers be more successful. As they run into issues and questions, find the answers, and make new discoveries, they post them… Continue reading ArcherPoint Dynamics NAV Developer Digest – vol 166
Dynamics NAV Coffee Break: Using the Recurring Journals
Many people do not fully use all the time saving features available in Microsoft Dynamics NAV (formerly Navision). The Recurring Journals feature is among them. This video provides a brief tutorial how where to fund the Recurring Journals, how to use them, and why. Gwen details the options including setting up fixed and variable expenses,… Continue reading Dynamics NAV Coffee Break: Using the Recurring Journals
Dynamics NAV Coffee Break: Introduction to Chart Parts
A new feature in the RTC (Role Tailored Client) version of Microsoft Dynamics NAV is the “chart parts.” Many people get confused when they see the screen for the first time, as it appears blank. The software is not broken; rather it is designed this way to allow the user to create a chart with… Continue reading Dynamics NAV Coffee Break: Introduction to Chart Parts
NAV Coffee Break: Dynamics NAV Classic Stuck Filters Fix
Sometimes the filtered views get “stuck” in Microsoft Dynamics NAV Classic. Despite trying to “clear all” or other tactics, nothing seems to fix a stuck filter. In desperation, many people reset and delete all the customizations to restore the default settings. Gwen demonstrates an alternative to this torched-earth approach to fixing stuck filters. She walks… Continue reading NAV Coffee Break: Dynamics NAV Classic Stuck Filters Fix
Dynamics NAV Coffee Break User Personalization
Microsoft Dynamics NAV is a useful tool that typically impacts everyone in a company. Chances are most people at your company use Dynamics NAV at some during the day, each with a different task using a different set of features of the software. By using Dynamics NAV’s user personalization feature, each user can have their… Continue reading Dynamics NAV Coffee Break User Personalization