Financial Foundations

Virtual  |  $200

What are the three most important elements of Microsoft Dynamics 365 Business Central / NAV for an accountant to understand? If you’ve used Business Central / NAV for a while you’ll probably agree – the COA, Posting Groups, and Dimensions. If you’re newer to the system, all your financial reporting capabilities rest on the understanding, proper setup, and use of these critical elements. Regardless of your experience level and how long you’ve been using the system, it’s always a good time to review your setups to make sure you’re seeing the financial and operational insights your management team needs.

Class topics

  • Chart of Accounts
  • Posting Groups
  • Dimensions

Who Should Attend?

Anyone on the Finance/Accounting team or even IT team that wants to ensure your BC / NAV financial setup is optimized for their reporting and analysis needs.

Learning Objectives:

At the end of this class, participants will be able to:

  • Explain the optimal size and structure of a Chart of Accounts for their business
  • Identify the role of Posting Groups and follow transaction postings through the system
  • Identify the difference between dimension types and what the appropriate dimensions are for their company

By participating in this class you are eligible to earn up to 16 CPE credits

Request the Workshop

About the Instructor:

New View Strategies

New View Strategies

New View Strategies helps businesses maximize their Microsoft Dynamics 365 Business Central or NAV investment with actionable training and process efficiency. Offering both customized consulting and training classes, their goal is to help you realize higher profits, more efficiencies, better insights, and enhanced service through your ERP system.