One underused area of NAV (formerly Navision) is the ‘Reminders’ option, which allows you to manually set your own up or create an automated process, and choose from a range of methods to send reminders. This allows for more efficient credit control. NAV gives you the flexibility to choose which customer you want to send […]
One of the new features introduced in Microsoft Dynamics NAV 2016 (previously Navision) is the capability to record table data permissions, which can easily be done within the application by following a simple process. This is great when you want to set specific permissions tailored to what your users need to do, and allows you […]
Setting Security Permissions NAV provides multiple levels of security that can be applied across your business systems, but do you and your managers understand it? Do you really know what your users can access, or change within the system? Would it worry you to find out the extent of a user’s access? Most managers will […]
Using NAV for Reconciliation There are many ways to reconcile your bank accounts in NAV (formerly Navision). One method uses the basic ‘Suggest Lines’ function to manually populate the bank reconciliation and check for differences, which then posts the interest or any other items missing. CBIZ have customers are doing their reconciliations in many ways […]
For customers looking for an electronic document solution, CBIZ suggests using Continia Document Capture and Output along with Microsoft Dynamics. A complete solution, users can import and retrieve incoming documents as well as send outgoing documents and additional information. Document Import Registration of Invoices Continia Document Capture provides an automated system that will read electronic […]
Having spent time learning an expense management tool and installing it on behalf of one of CBIZ’ customers, I found myself converted to Continia’s expense tool, and I’m working on persuading my manager to implement it in-house. I don’t tend to have a lot of expense claims to make, and tend to save them up […]
We are now living in a world where everything needs to be faster – the internet, processes, access to information. People are more demanding and increasingly impatient. I’m getting more impatient, especially when running reports. Trying to be more efficient, I’d run a report off before a tea-break so it’d be ready when I got […]