Category: How To

Dynamics NAV Coffee Break: Tax Exempt Setups Made Easy

Does this sound familiar…you have a client that receives a particular product or service that is taxable in one state, and another client that receives the same product (or service) in a different state that does not tax that particular service or product? Just thinking about it can be taxing. However, there is a way to… Continue reading Dynamics NAV Coffee Break: Tax Exempt Setups Made Easy

Microsoft Dynamics NAV 2018 Employee Expenses and Payments

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

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: 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: 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