MS Dynamics NAV Workshop - Finance (NAV04)

Microsoft, Dynamics 365 Business Central

This workshop focuses on core finance processes in Microsoft Dynamics NAV for users in roles like accountant, invoicer and cashier. It covers practical tasks and system navigation to improve daily financial operations and controls.

Offered in basic and advanced formats, the course covers chart of accounts, bank accounts, journals, budgets and common posting scenarios. Lessons combine demos, worked examples and guided hands-on exercises for practical skill growth.

Location, current course term

Contact us

Custom Customized Training (date, location, content, duration)

The course:

Hide detail
  • Menu overview (review from introductory training)
  • Function keys
  • Settings - General account groups, VAT account groups, company info, fiscal periods, base calendar, finance settings
  • Chart of accounts and account groups - balance sheet/profit & loss, accounts, dimensions, balances
  • Bank accounts - account card, account group, entries, CZK and foreign currencies
  • Financial journals - creating journals, journal lines, numbering sequences
  • Posting examples in the financial journal - internal documents, cash receipts, foreign currency payments, exchange rate changes, item matching
  • Periodic activities
  • Budgets - defining, use by periods, balance vs. budget
  • Accounting templates/schemes and practical examples
  • Dimension-based analyses
Assumed knowledge:
Basic knowledge of the Windows environment is required.
Schedule:
3 days (9:00 AM - 5:00 PM )
Language: