Dynamics NAV - Finance 101 Training

1 Day (10:00 - 16:00 GMT)
Virtual Classroom
See course booking form below
Course Overview

This training course is aimed at individuals relatively new to the Finance sector and shows the capabilities of the Dynamics NAV solution and its uses.

This course has two variants - one for users of Classic Dynamics NAV and the other for users of Dynamics NAV (previously known as Navision) Role Tailored Client (RTC).

To ensure everyone gets an opportunity to attend our free training courses we have had to apply a limit of 2 people per company per course. You can register for more places and if the course is not full or places become available we will contact you to offer you the extra spaces from: training@thenavpeople.com.

To get the most of your free training you should come along to this session only if you have attended our Dynamics NAV Introduction in a Day or have at least 6 months experience.


10:00 Welcome

10:15 Chart of Accounts

  • COA Structure
  • G/L Card
  • Balance
  • Dimensions
  • Posting Groups

10:45 Journals

  • Templates & Batches
  • General Journals
  • Save As Standard Journal
  • Preview Report

11:30 Receivables Management

  • Customers
  • Payment Terms and Methods
  • Cash Receipt Journal
  • Apply Entries/Un-apply Entries
  • Payment Registration
  • Ledger Entries
  • Refunds, Invoices, Credits
  • Reminders

12:30 Lunch Break

13:30 Payables

  • Vendors
  • Payment Terms & Methods
  • Payment Journal
  • Apply Entries/Un-apply Entries
  • BACS, Export and Void
  • Refunds, Invoices, Credits
  • Ledger Entries
  • Remittance

14:15 Bank Accounts

  • Bank Account Card
  • Bank Reconciliation
  • Bank Statement Import
  • Bank / BACS ledger entries

15:15 Reporting

  • VAT Statements
  • Account Categories
  • Chart of accounts Overview
  • Trial Balance
  • Day Books – Trial Balance By Period, Budget

16:00 Summary & Questions

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Virtual Classroom

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15 Mar 2024 - 15 Mar 2024
16 Apr 2024 - 16 Apr 2024