Recently we went live on Dynamics NAV (Navision) with a customer in the seed industry, this was a tailor fitted solution that let them work they way that they really wanted to. One of the smaller parts of this project was getting the Tasklet Bar Code device up and running so they can speed up […]
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 […]
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 […]
Attracting, selecting, retaining, developing and engaging good quality candidates is a challenge for many organisations. One of the challenges is sourcing candidates who have the right skills and can also fit into the organisational culture. A candidate that possesses the relevant experience and skills set but does not fit the organisational culture can negatively impact […]
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 […]
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, […]