Learn Microsoft Dynamics NAV 2015 Finance Essential
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Learn Microsoft Dynamics NAV 2015 Finance Essential

Learn key financial functions within the organization such as the Cash Management, the management of VAT, Journal develo
3.5 (6 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
59 students enrolled
Created by Donah Learning
Last updated 5/2016
English
Current price: $10 Original price: $35 Discount: 71% off
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Includes:
  • 3.5 hours on-demand video
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Explain and set up the fields on the General Ledger Setup window.
  • Create and post general journal entries.
  • Describe the Bank Account Card.
  • Explain the Payments FastTab on the customer and card.
  • Explain how to apply entries to customer and vendor ledger entries.
  • Review the Bank Account Reconciliation window and the options for populating the bank reconciliation lines.
  • Show how to process a bank reconciliation.
  • Set up Microsoft Dynamics NAV 2015 to use payment discounts.
  • Set up Microsoft Dynamics NAV 2015 to use reminders.
  • Explain how to create and issue reminders.
  • Set up Microsoft Dynamics NAV 2015 to use finance charge memos.
  • Close the accounting periods for the fiscal year.
View Curriculum
Requirements
  • Download Microsoft Dynamics NAV 2015 and install it
Description

At the end of the course, you will be able to setup financial management application area. The focus is on the key financial functions within the organization such as the Financial Management Setup, Cash Management, Journal development and transactions, the General Ledger, Payment Discount and payment Tolerance, Reminders, Finance Charge Memos, Receivables and Payables Management and Year End Closing Processes.

  • Explain and set up the fields on the General Ledger Setup window.
  • Create and post general journal entries
  • Describe the Bank Account Card.
  • Explain the Payments FastTab on the customer and card
  • Explain how to apply entries to customer and vendor ledger entries.
  • Review the Bank Account Reconciliation window and the options for populating the bank reconciliation lines.
  • Show how to process a bank reconciliation
  • Setup Microsoft Dynamics NAV 2015 to use payment discounts.
  • Setup Microsoft Dynamics NAV 2015 to use reminders.
  • Explain how to create and issue reminders
  • Setup Microsoft Dynamics NAV 2015 to use finance charge memos.
  • Close the accounting periods for the fiscal year.

Candidates should have a basic knowledge of how to use computer, the course does not expect the user to have basic knowledge of Finance or accounting principle, the mode of training is elementary, very easy to understand. 


Who is the target audience?
  • This course is intended for User that want to implement finance module to customers. The Typical User has an ERP Background with little or no accounting principles
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Curriculum For This Course
42 Lectures
03:36:14
+
Finance Management Setup
3 Lectures 16:29


Lab : Accounting Periods
02:21
+
Chart of Accounts
5 Lectures 19:29
Chart of Accounts Overview
00:46

G/L Account Card
06:17

G/L Account Card Ribbon
07:57

Lab : Create a Revenue Account
02:33

Lab : Assign a Dimension to Multiple Accounts
01:56
+
General Journals
6 Lectures 26:05
Creating and Posting Journal Entries
08:40

Standard Journals with Dimensions
01:35

Recurring Journals
03:38

Processing Recurring Journals
07:58

Lab : Create a Journal Entry with Dimension
02:31

Lab : Reversals and Corrections
01:43
+
Cash Management – Receivables and Payables
10 Lectures 57:49
Bank Account Overview
06:18

Customer Overview
03:07

Vendor Overview
02:31

Cash Receipt Journal
06:44

Payment journal for manual checks
06:02

Suggest Vendor Payment and Post Payables Checks
08:23

Voiding and Financially Voiding Checks
09:44

Applying Payments
05:56

Unapply Customer and Vendor Ledger Entries
06:31

Reversal of Posted Journals
02:33
+
Cash Management
2 Lectures 11:18
Bank Reconciliation
05:19

Complete a Bank Reconciliation
05:59
+
Receivables and Payables Management: Payment Discount and Payment Tolerance
7 Lectures 44:29
Set Up Payment Discounts
08:27

Process Payment Discounts
06:07

Applying Payment discount with conditions
11:28

Process and Adjust the Vendor Payment Discount Amount
05:35

Set Up Payment Discount Tolerances and Payment Tolerance
07:27

Process Payment Discount Tolerance and Payment Tolerance
03:24

Review Customer and Vendor Statistics
02:01
+
Receivables Management: Reminders and Finance Charge Memos
7 Lectures 27:02
Set Up and Assign Reminder Terms
06:31

Set Up and Assign Reminders Term II
03:43

Create and Issue Reminders
05:46

Set Up and Assign Finance Charge Terms
03:18

Set Up and Assign Finance Charge Terms II
04:20

Create and Issue Finance Charge Memos
01:57

Calculate Interest on Reminders
01:27
+
Year End Closing Procedures
2 Lectures 13:33
Closing a Fiscal Year
10:14

Lab : Post an Entry into a Closed Fiscal Year
03:19
About the Instructor
Donah Learning
4.0 Average rating
19 Reviews
133 Students
2 Courses
Product Developer, IT Project Manager

I am a Microsoft certified professional in Dynamics NAV, I have a very good knowledge and practical experience of implementing Microsoft dynamics NAV 2015. I have implemented Dynamics NAV for industries, from the scratch to go-live stage. I have trained companies on how to use NAV. I worked as an IT project manager and Product Developer. I have programming skills in C/AL, C#.net, PHP,JAVA, and HTML