Dynamics NAV - Advanced Finance

Duration
1 Day (09:45 - 17:00 GMT)
Cost
FREE
Location
Currently Virtual Classrooms
Dates
See course booking form below
Course Overview

This course will further your knowledge of the Finance module and concentrates on some of the set-up side of things as well as periodic activities.

You will need to have attended one of our Dynamics NAV Finance 101 sessions or been using Dynamics NAV | 365 Business Central for at least 1 year in order to attend this course.

To ensure everyone gets an opportunity to attend our free training courses we have had to apply a limit of 2 people per company per course. You are more than welcome to register for more places and if the course is not full or places become available we will contact you to offer you the extra places.

Agenda

09:45 Arrival & Coffee

10:00 Welcome

10:15 Chart of Accounts

  • Create New G/L Account - Intercompany, Account Types
  • Value Posting on Dimension

10:45 Journals

  • Cash Book Payment - with & without VAT
  • VAT Groups Setup
  • VAT Rate Changes

11:15 Receivables / Payables Management

  • Master Templates
  • Payment Tolerances
  • VAT Differences
  • Setup Recurring Sales Invoices
  • Setup Payment Terms and Methods
  • Setup Deferral Templates
  • Credit Memos for Inventory / Non-Inventory Items
  • Payables Management

12:00 Bank Account

  • Setup new Bank
  • Financially voiding BACS

12:30 Lunch

13:30 Posting Setup Overview

  • Inventory
  • Customers
  • Vendors
  • Banks
  • Fixed Assets
  • General

14:30 Reconciliations

  • Inventory
  • Debtors
  • Creditors
  • VAT
  • Fixed Assets

15:00 Fixed Assets

  • Create Depreciation Books
  • Fixed Asset Disposal

15:30 VAT & Intrastat

  • Setup VAT Statement
  • Trouble Shooting

16:00 Financial Reporting

  • Create Account Schedules

16:30 Currency Month/Year End Process

17:00 Meet the Team, Coffee & Close

View available dates and book a place here:

Currently no sessions available