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NAVUG Summit Academy 2014 has ended
Monday, October 13 • 8:00am - 5:00pm
Account Schedules in NAV 2013 - Full Day

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Microsoft Dynamics NAV account schedules are a powerful tool used to create custom financial statements directly from your general ledger. In this in-depth training session, you will learn the fundamental principles of account schedule construction. This course is open to any NAV user.

Using hands-on exercises, you will have the opportunity to apply what you learn during class to a basic trial balance and master the three basic account schedule building blocks: row setups, column layouts, and analysis views. You’ll discover how to filter your financial reporting by dimensions, layer in budgeted information, and produce reports by exporting to Excel in the most efficient way possible!

Microsoft Dynamics NAV version:

Please pay attention to the client version used for each class. Functionality of account schedules is virtually the same, but navigation and look and feel is significantly different. This class is being taught only in the NAV2013 version. If you are using the Classic Client and will not be moving to NAV2009 RTC or NAV2013 soon, please wait to take a Classic class. If you are an experienced Classic account schedule user who wants to learn more about NAV2009 RTC or NAV2013, it is recommended that you begin with the Account Schedules: Basics class simply to get used to the new navigational paths required.

In this class all hands-on exercises will be done using NAV2013. Almost all account schedule functions are applicable to lower versions of NAV, so you will still benefit from the training if you use a version below NAV2013.

Learning Objectives:

• Understand basic construction of row setups and column layouts
• Learn how to build, update, and apply analysis views
• Use filters, formulas, and formatting
• Incorporate dimensions and budgets
• Integrate account schedules to Excel

Audience: Finance

Level: Intermediate

Prerequisites: Intermediate to advanced level of experience as a NAV financials end user

Training Materials: Will be supplied by the instructor as appropriate.

Delivery Method: Group Live

Speakers
KR

Kerry Rosvold

Corporate Controller, Augsburg Fortress Publishers
Kerry Rosvold has been the Corporate Controller since 2008 at Augsburg Fortress Publishers in Minneapolis, Minnesota. AFP uses Microsoft Dynamics NAV as their company’s chosen ERP solution. Since 2004, she has served as the finance lead on implementation of Microsoft Dynamics NAV... Read More →


Monday October 13, 2014 8:00am - 5:00pm
Room 260
  • Duration Full Day
  • Version NAV 2013
  • CPE Eligible Yes
  • Preperation REQUIRED HOMEWORK: Your instructor has chosen to leverage Academy’s hands-on training environment from VisiLearn called vConnect. This means you will have the ability to work with technology in a virtualized environment during your class. There are steps that MUST to be taken prior to class in order to make your experience a positive one. To leverage the VisiLearn technology you will need to be able to download and install software to your PC. This may require Administrator rights on your PC depending on your Group Policy settings. If you are unable to install the software you will still be able to participate in class and learn a ton, you just won’t be able to take part in the hands-on labs. If you are unable to install the vConnect lab to your PC you want to contact your organization’s desktop administrator for assistance. You will need this software installed prior to class to access the lab. An Academy Help Desk will be located in Room 122 at the America’s Center. Please proceed to Room 122 if you have any problems while on site. No refunds will be issued for issues associated with the environment, wireless connectivity, or other technical components.

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