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NAV Month and Year End Processes December 23 Webcast

Agenda

December 23, 2015

1:30 pm – 1:30 pm

 

1:30 – 1:55 pm

Month and Year End Processes

This webinar is designed to prepare you for your upcoming year end close.

After a short introduction to the software we will be walking you through the best practices when it comes to closing the year end and highlighting sections in our standard operating procedure that are sometimes overlook. For those of you who are new to Dynamics this is a great opportunity to find out how exactly it works, for those of use using the software this is a great refresher course. Remember to bring your questions as we have the experts online.

 

–       Product Demonstration

–       Overview of month end/year end closing

–       Reconciliation reports

–       ‘Gotha’s’

 

Shawn Caskie – Application Consultant

 

1:55 – 2:15 pm

Making Journal entries easier and Management Reporting

Part of closing the year end is posting some closing entries to the year. You’re probably already working in Excel so why don’t you learn how to upload from a spreadsheet instead of typing it into the interface.

 

We’ll also cover how you can build financial statements using Jet Reports. Jet reports allows you to create beautiful reports using excel, complete with drill down capability in Excel. Definitely something you want to learn.

 

Shawn Caskie – Application Consultant

 

2:15 – 2:25 pm

Questions and Answers

Costing and Year End is a big topic and we might not have covered everything.   So please bring your questions and we’ll address them at the end.

 

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