Wondering when to update your Posting Dates, create Accounting Periods and what you actually need to close each month or year? This session will discuss best practices for all your favorite posting date questions.
Join Jon Long from Archerpoint on March 17 at 2pm EST in the first half of this webinar to learn how to mitigate the risks associated with upgrades and minimize the disruption caused by upgrading. Then, join Cari Corozza from New View Strategies to learn how to close your month-end quicker and spend less time making corrections. You're going to save valuable time and lots of frustration as we step through five common problems, how to fix them, and most importantly, how to make them go away.
Account Schedule woes? Feel like it’s just too overwhelming to begin creating your own? Then this is the place for you. In this short session, I’ll explain the components of Accounts Schedules and how you start using this powerful tool to your benefit.
Now more than ever is it more important for your sales process to be both efficient and simple. Join this webcast to learn how Experlogix CPQ (configure, price, quote) can help businesses streamline quote-to-order processes in Microsoft Dynamics to help them spend less time creating quotes and more time selling.
If you missed the February 23rd Great Lakes Local Users Group meeting you missed two great speakers, Kerry (Rosvold) Peters and Kim Dallefeld, talk about Finance and other related subjects. It was an amazing and great learning roundtable for all who attended. Members asked many questions and all the members offered insight and direction on each topic. If you missed the event, I have attached the recording Kelli Miller made. Cover Image is a snapshot of the upcoming Local User Group Meeting for 2021 so register for these events when they are available. It is an exciting line-up of speakers and topics to educate you and your colleagues on NAV/BC or general subjects. LUG 2021 I hope to see you there. Steven Chinsky
Journals, Registers, Entries… oh, my! There’s so many places to look and find things, sometimes it can get confusing where to go. Join me for this quick session on navigating through transactions.
Credit card processing is vital to so many businesses, yet wrought with tedious details, requirements, and contradictory information that drains the souls of CFOs and Controllers worldwide. We'll examine the myths and facts of this seemingly complex world to help you identify key opportunities for greater efficiencies and lower processing fees.
Approval Workflows in Microsoft Dynamics 365 Business Central and NAV are analyzed with a focus on the Sales Invoice approval Workflow. Learn how to get started with the function and to begin taking advantage of its benefits. Included in this webinar are the related new features released by Microsoft in April 2020.
Not currently using Fixed Assets? That's a shame, and you'll learn why that is a shame as we cover the benefits of using Fixed Assets even if they are not integrated to the G/L. If you're already using Fixed Assets, a gold star for you! Let's dive into best practices and the benefits of using more of the Fixed Asset functionality including multiple Depreciation Books for BPP Reporting and for Tax Calculations and options for capturing Maintenance and Insurance.
Customer experience used to be a term that was strictly associated with powerful B2C companies like Apple or Amazon. It was in those digital spaces that consumers grew accustomed to the white-glove, specialized service that kept them coming back time and time again.But as time goes on, there’s been a renewed focus on how to smooth out the digital customer journey for all transactions, particularly B2B digital transactions. In a recent report produced by Sapio Research, we found that more manufacturers are using digital solutions to improve customer experience. Improving customer experience will not only allow manufacturers to build new customer relationships but strengthen their current ones as well.Based on an in-depth survey of over 800 manufacturers in the U.S., we were able to put together a series of vetted recommendations for your manufacturing business to stay competitive in a digitized world.
To put a complex process into simple terms: supply chain management serves as the foundation on which to lay both your offline and online operations.Supply chain challenges, especially ongoing ones, make it tough for businesses to split their focus between addressing those issues and optimizing their e-commerce experiences. As a result, those who already serve buyers online are worried about keeping their customers happy, aware that buyers’ opinion of their suppliers is impacted by the quality and reliability of service and fulfillment.Recent research conducted on the manufacturing industry shows that 98% of manufacturers are already implementing or planning to implement an e-commerce solution. Now is the time to focus on implementing productive solutions geared at tackling manufacturers’ biggest B2B e-commerce supply chain management challenges.
With the flood of sales tax decisions in the news, you may be wondering if your own tax setups and processes are right. During this session we’ll review the current state of sales tax laws and how the Wayfair decision has impacted nexus and forced changes on almost all companies. We'll also discuss differing tax laws by jurisdiction and what the future may hold. Next, we’ll review how to set up BC / NAV to properly capture and report sales and use tax for items and taxing jurisdictions. Included in this will be what changes will be needed based on recent events, including the use of product and tax groups to help with reporting. We’ll also review the limitations on BC / NAV which will impact your operations and how to overcome them. Lastly, we’ll review what to do when the tax man cometh: how to prepare for an audit, how to get a nexus study done, and how to use BC / NAV to determine economic nexus.