The Incoming Documents feature in Microsoft Dynamics NAV allows the efficiency of recording and referencing outside documents quickly within your ERP database. The following URL provides the full details of the feature with requirements and solutions: https://msdn.microsoft.com/en-us/library/dn892104(v=nav.90).aspx. In addition, there are other NAV add-on solutions that address document storage but may more directly emphasize specific […]

There is an old Apache saying, “You can take many paths to get to the same place.” This is as true in life as it is with payment processing. Whether you wish to print out multiple checks per vendor or one check per vendor, there are various options to choose from to achieve both outcomes. […]

Reports and documents are generated, electronically or physically, throughout the course of each business day to facilitate your business. Reports help decision makers view important financial details to review trending, complete reconciliations, and make important decisions. Succinct reporting with the pertinent information needed in a streamlined format can save recipients time. Documents sent to clients […]

One of my favorite features in Dynamics 365 Business Edition is the ability to use the “Navigate” feature from any posted transaction, document or payment. So often when working in a system we want to know “where did this go” or “what happened” with a particular order, item, payment, entry, etc. Using the Navigate feature […]

In most professions, there are variations to the art and science of them. There are a variety of specialists in the medical professions, in teaching, in the culinary arts, etc. And in managing and leadership, we have had many a discussion about the differences between Supervisors, Managers and Leaders, and what they do differently, and […]

Dimensions are a powerful tool in Dynamics 365 Business Edition and Dynamics NAV. In this post, I specifically want to focus on how to set up Dimension Requirements – which is a way to ensure that you are enforcing the use of the desired dimensions on any given transaction. About: Default Dimensions Default Dimensions have […]

*This post was written for Dynamics NAV but the content also applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials. In cases where you simply need to […]

It’s an undeniable truth that expense reports are a drag. But, if you’re a Microsoft Dynamics 365 user and Expensify devotee, your work week just got a whole lot easier. Stoneridge Software has released Expensify for Microsoft Dynamics 365 to deliver more efficient processes and decrease time spent on month-end. Expensify for Dynamics 365 by […]

*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials. Fixed Assets in Dynamics NAV include a number […]

*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials. I was looking through some old documents of […]