A Day in the Life – What it’s Like as the CBIZ Head of Sales and Marketing

Sometimes I get asked questions about what my day is like as Head of Sales and Marketing, so I thought best way to really answer those questions is to write a blog about it and explain how my typical day works. This Thursday morning, I stayed over in Grays in Essex and I have an […]

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A Solution for Making Tax Digital (MTD) Compliance

What is Making Tax Digital (MTD)? A new piece of legislation, to be introduced on 1 April this year, MTD is HMRC’s solution for UK business owners (or international companies with UK offices) to easily submit correct calculations and keep on top of their taxes. HRMC’s long-term aim for MTD is for it to help […]

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Reconciliation of Bank Statements in NAV

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 […]

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Making Tax Digital (MTD): Electronic VAT Submissions Through Microsoft Dynamics NAV/Navision

MTD for Navision 2009 Classic Client In recent weeks the CBIZ team have seen an influx of enquiries about Making Tax Digital for unsupported versions of Dynamics NAV (formerly Navision), so we wanted to take the opportunity to make any users or partners with customers on unsupported versions aware of our add-on. How CBIZ can […]

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Making Tax Digital (MTD) electronic VAT Submission for Microsoft Dynamic NAV (formerly Navision)

Confused about MTD with older Dynamics NAV versions? Hearing from customers and other partners there seems to be a lot of uncertainty – maybe even confusion – about what Making Tax Digital (MTD) is and when it is coming into effect. Some say the initiative is being delayed due to other more pressing matters (aka […]

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How Dynamics 365 Allows Sales and Marketing Collaboration

The Problems Between Sales and Marketing It’s well known that the marketing and sales departments in the same company have a difficult relationship. While marketing is required to produce good-quality content and attract and nurture leads, sales is required to close those leads. Each blames the other if no new leads are generated or they […]

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CBIZ connector for Dynamics NAV & Shopify

CBIZ Connector for Dynamics NAV & Shopify – A Match Made In The Cloud

There is a lot to say about Web Shop provider Shopify working in partnership with Microsoft Dynamics NAV. To start with – they are both cost-effective, fully hosted and scalable cloud-based systems. For growing businesses that want to combine a premier Web Shop with the leading Business Management system for Trade, Inventory, and Finance – both […]

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Teamwork for ERP Implementation

Why teamwork is the most important part of your ERP implementation

Following on from our last post about what we expect, we wanted to talk to you about TEAMWORK. Provider and customer both have a duty to carry out an ERP implementation together. After all, neither of them can do the job alone. Some companies can be a little wary of their ERP provider. Afterall, they […]

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What do we expect?

Expectations play a large role in implementing an ERP project. And is often the difference between satisfaction or disappointment about the process and getting results Halfway every ERP project, a substantial transformation takes place. After signing neccessary contracts there is a massive change of people who are directly involved. On the side of the customer, […]

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