80950 - Finance Essentials in Microsoft Dynamics NAV 2017

Code: 80950
Course duration: 1 days
Location Period
Secaucus, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 10-13
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Attend Online 10-13
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Instructor-Led) 10-13
09:00AM to 05:00PM
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Secaucus, New Jersey (Instructor-Led) 11-10
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 11-10
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Attend Online 11-10
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-15
09:00AM to 05:00PM
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Greenwich, Connecticut (Instructor-Led) 12-15
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Attend Online 12-15
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Attend Online 01-12
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Attend Online 02-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Attend Online 03-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll

80950 - Finance Essentials in Microsoft Dynamics NAV 2017 (1 Day)

Description

This course describes how to setup and manage a company's financial activities in Microsoft Dynamics NAV 2017.

Module 1: Financial Management Setup.

Module Overview.. 

Lesson 1: General Ledger Setup.

Lesson 2: General Ledger Actions in the Ribbon. 

Lesson 3: User Setup.

Lesson 4: Accounting Periods.

Module Review.. 

Module 1 Key Take Away. 

Module Practice. 

Practice A: Create a New Fiscal Year 

Test Your Knowledge Module 1. 

Test Your Knowledge Answers. 

Module 2: Chart of Accounts. 

Lesson 1: G/L Account Card. 

Lesson 2: G/L Account Categories. 

Lesson 3: Chart of Accounts. 

Module Review.. 

Module 2 Key Take Away. 

Module Practice. 

Practice A: Create a Revenue Account 

Practice B: Create a New G/L Account Category. 

Test Your Knowledge Module 2. 

Test Your Knowledge Answers. 

Module 3: General Journals. 

Lesson 1: Creating Journal Entries. 

Lesson 2: Link Incoming Documents. 

Lesson 3: Processing Journal Entries. 

Lesson 4: Processing Journal Posting Results. 

Lesson 5: Create and use a Standard Journal 

Lesson 6: Recurring Journals. 

Lesson 7: Deferrals. 

Lesson 8: Reversals and Corrections. 

Module Review.. 

Module 3 Key Take Away. 

Module Practice. 

Practice A: Create and Post a Journal Entry.

Practice B: Create and Post a Recurring Journal 

Practice C: Create a Deferral Template and use it in a General Journal 

Test Your Knowledge Module 3. 

Module 3: Your Notes. 

Test Your Knowledge Answers. 

Module 4: Receivables and Payables. 

Lesson 1: Bank Account Overview.. 

Lesson 2: Bank Account Currency Restrictions on Payments. 

Lesson 3: Customer and Vendors in Cash Management 

Lesson 4: Processing Incoming and Outgoing Payments in NAV. 

Lesson 5: Cash Receipt Journal and Payment Journal Overview.. 

Lesson 6: Applying Payments. 

Lesson 7: Reversal of Posted Journals. 

Lesson 8: Payment Registration. 

Lesson 9: Overview of Direct Debit Collections. 

Lesson 10: Direct Debit Collections-Part1. 

Lesson 11: Direct Debit Collections-Part2. 

Lesson 12: Suggest Vendor Payments-Part1. 

Lesson 13: Suggest Vendor Payments-Part2. 

Lesson 14: Check Management 

Lesson 15: Overview of Payment Reconciliation. 

Lesson 16: Payment Reconciliation-Part1. 

Lesson 17: Payment Reconciliation-Part2. 

Lesson 18: Bank Data Conversion Service. 

Lesson 19: Payment Services. 

Module Overview.. 

Module 4 Key Take Away. 

Module Practice. 

Practice A: Create a Bank Account 

Practice B: Enter and Post Manual Checks. 

Practice C: Use the Payment Registration to Post Lump Payments. 

Practice D: Suggest Vendor Payments for a Single Vendor 

Test Your Knowledge Module 4. 

Module 4: Your Notes. 

Test Your Knowledge Answers. 

Module 5:  Assignment Statements and Expressions. 

Lesson 1: Bank Reconciliation-Part1. 

Lesson 2: Bank Reconciliation-Part2. 

Module Review.. 

Module 5 Key Take Away. 

Test Your Knowledge Module 5. 

Module 6:  Customer and Vendor Invoicing. 

Lesson 1: Invoicing Options. 

Lesson 2: Invoicing Customers. 

Lesson 3: Processing Vendor Invoices. 

Lesson 4: Correcting Posted Invoices. 

Module Review.. 

Module 6 Key Take Away. 

Test Your Knowledge Answers. 

Module 7: Payment Discount and Payment Tolerance. 

Lesson 1: Set Up Payment Discounts. 

Lesson 2: Process Sales Payment Discounts – Part 1. 

Lesson 3: Set Up Payment Discounts – Part 2. 

Lesson 4: Process Purchase Payment Discounts. 

Lesson 5: Set Up a Payment Discount Tolerance and Payment Tolerance. 

Lesson 6: Process the Payment Discount Tolerance. 

Module Review.. 

Module 7 Key Take Away. 

Module Practice. 

Practice A: Posting Partial Customer Payment with Payment Discounts in the Cash Receipt Journal 

Practice B: Add Discounts after Posting Sales Transactions. 

Practice C: Process a Customer Payment Tolerance. 

Test Your Knowledge Answers. 

Module 8: Reminders and Finance Charge Memos. 

Lesson 1: Set Up and Assign Reminder Terms. 

Lesson 2: Set Up Additional Fee. 

Lesson 3: Create and Issue Reminders  

Lesson 4: Set Up and Assign Finance Charge Terms  

Lesson 5: Create and Issue Finance Charge Memos. 

Lesson 6: Calculate Interest on Reminders. 

Lesson 7: Review Reminders and Finance Charge Entries. 

Module Review.. 

Module 8 Key Take Away. 

Module Practice. 

Practice A: Set Up and Assign a Reminder Term.. 

Practice B: Create and Issue Reminders. 

Practice C: Set Up and Assign a Finance Charge Term.. 

Test Your Knowledge Answers. 

Module 9: VAT. 

Lesson 1: Display VAT Amounts in Sales and Purchase Documents. 

Lesson 2: Adjust VAT Amounts in Sales and Purchase Documents and Journals. 

Lesson 3: Unrealized VAT. 

Lesson 4: VAT Statements. 

Lesson 5: VAT Settlement 

Module Review.. 

Module 9 Key Take Away. 

Module Practice. 

Practice A: Adjust a VAT Amount in a General Journal 

Test Your Knowledge Answers. 

Module 10: Prepayments. 

Lesson 1: Setup Prepayments. 

Lesson 2: Assign Prepayment Percentages. 

Lesson 3: Prepayments Processing Flow.. 

Lesson 4: Process Prepayment Sales and Purchase Orders-Part1. 

Lesson 5: Process Prepayment Sales and Purchase Orders-Part2. 

Lesson 6: Process Prepayment Sales and Purchase Invoices. 

Lesson 7: Correct Prepayments. 

Module Review.. 

Module 10 Key Take Away.

Module Practice. 

Practice A: Assign Prepayment Defaults for a Vendor Item Combination. 

Practice B: Prepayment Sales Order Process. 

Test Your Knowledge Module 10. 

Test Your Knowledge Answers. 

Module 11: Year End Closing Process. 

Lesson 1: Closing a Fiscal Year 

Lesson 2: Year End Closing Entries. 

Module Review.. 

Module 11 Key Take Away. 

Module Practice. 

Practice A: Post an Entry into a Closed Fiscal Year 

Test Your Knowledge Module 11. 

Test Your Knowledge Answers 

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

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