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 […]
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 […]
Understanding the Client’s Needs CBIZ had been approached by UPayCard (the trading name of Moorwand Ltd) to see if we could help them with a business problem. Although we’d had a couple of productive conversations, the whole picture still wasn’t clear, which was how I found myself on a plane to Moldova. The Finance Director […]
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 […]
One of the ways CBIZ uses Dynamics NAV is by integrating it with Protel, a software system designed for medium and large hotels. It makes the whole customer service process easy, and payment requests and collections are simple to manage. Here, one team member describes the process of introducing it to a client. The Advantages […]
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 […]
Managers and business owners often tell us how they’re struggling with old, disconnected systems that don’t do what the business needs them to. Whether that’s the inability to pull reports quickly or the large quantities of manual data input required, old accounting systems can become a huge burden on the growth of your company. Eventually, […]
Many growing companies eventually hit a roadblock in their path to success. In most cases, that roadblock comes from the systems & processes businesses rely on daily: the various spreadsheets storing data, limiting accounting software and a lack of synchronisation between data and people. You can only scale so much with a disconnected business before it struggles to keep […]
With the powerful combination of hassle free templates, a business intelligence solution and all your data in one place using Microsoft Dynamics NAV, month end reporting couldn’t get much easier. Watch this video to see how easy it is to create perfect financial statements.
If you are dreading each month end and feel you are drowning in data and spreadsheets, we have some advice. Many companies rely on using bits of multiple printed reports to get the information they need from ad-hoc linked spreadsheets and slowly extracting data from various disparate systems. Reporting needs to provide meaningful, easily digested and […]