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2:30 – 2:35 pm

Management Reporting with NAV

You’re invited to a complimentary event using 2015 software especially for financial managers who are interested in tools to help get the information they need for better decision making.


The modern CFO has it tough.  80% of your time is likely spent crunching numbers to meet the reporting demands of the owners when really you need to spend 80% of your time analyzing the information, planning and offering strategic leadership.


Find out how Dynamics makes operations easy, financials transparent and provides the tools you need to become the “next generation” CFO.


Gord Olson (Corporate Controller and Financial Software Consultant at VOX ISM, Inc) will discuss how to:

  • Quickly report on the state of the business by department using role centers
  • Quickly reforecast your budget, in hours not days.
  • Automatically generate financial statements in Excel for budgeting, consolidations and reporting
  • Provide stakeholders the financial information they need, on-demand, real-time and mobile.
  • Spend more time analyzing the numbers and less time entering data.
  • Create ad hoc reports to get the financial information you need.


Gord Olson– Application Consultant


2:35 – 2:45 pm

Day in the life: Role Centers and Tools in NAV

This this section we’ll review the software tools in Dynamics NAV that will allow you as the CFO to monitor and control all aspects of your company.   We’ll review.

·         Role Centers in NAV

·         Chart of Accounts

·         Discussion of Dimensions and drill down functionality

·         Multiple languages, companies and currencies

·         Intercompany consolidations and eliminations

·         Budgets

·         Cash Flow modules

·         Basic Report writing tools in NAV


Gord Olson –     Application Consultant


2:45 – 3:00 pm

Jet Reports

In this section we’ll highlight the most powerful tool at your disposal to create income statements, balance sheets, cash flow analysis. Find out which reports we use to run our company and how to create your own reports using this built in tool to Excel


3:00 – 3:15 pm

Business Analysis Cubes

In this section we’ll demonstration how to run the company by the numbers and how you can use our analysis tools to provide high level interactive dashboards with direct drill down into problem areas. Using a tool like this will transform how you look at data and shape the very business processes in your company. Many of customers will admit to you that they never even go into the software…they have everything they need in excel.


3:15 – 3:30 pm

Questions and Answers

This is a lot of material in a short time. So please bring your questions or write them down as we go and we’ll address them at the end.


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