Overview of Employee Expenses and Payments in Dynamics NAV 2018 A notable new feature added in Dynamics NAV 2018 is the ability to post transactions to employee records. Up until this recent version, end-users that wanted to reimburse their employees for incurring expenses out of their own pocket often resorted to setting up vendor cards… Continue reading Microsoft Dynamics NAV 2018 Employee Expenses and Payments
Category: How To
Dynamics NAV Coffee Break: Employee Ledger Entries
The latest release of Microsoft Dynamics NAV, NAV 2018, offers a new feature called Employee Ledger Entries. This feature allows you to pay your employees with the same ease and efficiency as a vendor. Gwen demonstrates how to use this functionality to improve your efficiency. She walks through how to edit an Employee Card, update… Continue reading Dynamics NAV Coffee Break: Employee Ledger Entries
Dynamics NAV Coffee Break: Posting into a Closed Year
How many times has this happened to you? You think you have successfully closed out the year in Microsoft Dynamics NAV only to find out after the fact that there is a change you need to make? It is a common occurrence for Dynamics NAV users. In this installment of the Dynamics NAV Coffee Break,… Continue reading Dynamics NAV Coffee Break: Posting into a Closed Year
Dynamics NAV Coffee Break: Account Categories
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
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