S9 EP08: STOP Sending Statements! | Sales & Receivables
Release Date: 04/30/2024
S9 EP10: Permissions Testing Checklist | Security & Permissions
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Have you ever had a headache from a messy permissions testing checklist? Desperately searching for that elusive Excel spreadsheet on SharePoint? Check out our new on-demand training courses at In this episode, we explore the challenges of keeping testing organized and why it is essential to avoid permissions errors before going live. Learn the importance of keeping testing simple and discover how involving conscientious users, even the newest members, can help you deal with these hurdles. Explore with us as we give out more gems on how to organize your Permissions Testing Checklist with...
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S9 EP09: Where'd That Come From? | Troubleshooting
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Ever found yourself puzzled with your general entries? Let’s dive deep and tackle the difference of source code and source type and their individual functions. Check out our new on-demand trainings at Join the exploration as we unravel the functions behind these two fields, discover their pivotal roles in troubleshooting financial discrepancies, especially when dealing with reconciliation challenges, and emphasize the significance of source code in identifying transaction types and source types in revealing the account or ledger through which the entry originated. Discover the...
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S9 EP08: STOP Sending Statements! | Sales & Receivables
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Ever found yourself frustrated with delayed invoice payments? Still on the search on what to do to ease out the process? Check out our new courses at Picture this: your customers consistently neglecting invoices, leading to a manual, time-consuming process of sending statements with minimal response. Hassle, right? Dive into this episode, where we tackle the common disadvantages of traditional statements and how Reminders in Business Central can have a transformative impact in your sales and receivables. Join us in this week’s episode of STOP Sending Statements! | Sales &...
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S9 EP07: Reconcile More Than Cash | Accounting
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Ever felt overwhelmed making AP and AR reconciliation reports? Wondering which reports to use for a smoother month-end process? Check out our new courses at In this episode, we discuss how to streamline the reconciliation of subledgers, the importance of reconciling not just bank accounts but also accounts payable, accounts receivable, fixed assets, and inventory. Join us as we give out more knowledge and pro tips highlighting some common reconciliation pitfalls and its preventive measures. Explore our on-demand training courses on LearnDynamics.com for more in-depth...
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S9 EP06: Bank Import Setup | Import/Export Data
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Have you ever found yourself wrestling with the complexities of importing bank transactions into Business Central? Check out our new courses at Bank import setup often poses challenges. In this episode, discover how Assisted Setup simplifies bank transactions and addresses common obstacles end users may encounter while using this tool. Assisted Setup in Business Central is a lifesaver and does the job, particularly for non-tech savvy. Elevate your understanding of the system and streamline your importing task. For continuous learning, hop over to learndynamics.com and...
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S9 EP05: Chart Of Accounts - To Total or Not? | Reporting
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Unlock the power of Chart of Accounts strategies for enhanced financial reports and totals. Join us in this week's episode as we delve into the ongoing debate surrounding the optimal utilization of the chart of accounts. Understand the system’s processes and transactions easier for both minimalist and detailed users. Tune in for actionable insights that empower you with the tools for effective financial management in this week’s episode of Get Your New View: Chart Of Accounts - To Total or Not? with Cari Corozza and Cynthia Priebe. Learn how to be efficient and up your skills...
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S9 EP04: Uh-oh! Negative QOH | Inventory Management
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Explore our Business Central on-demand training courses at Ever faced the perplexity of negative inventory values with zero quantity on hand? In this episode, we dive into the importance of settings and processes in preventing inventory mishaps. We'll explore real-life scenarios where incorrect setup led to significant issues. We'll also provide insights on how to avoid these pitfalls in your business because understanding these intricacies is crucial for maintaining accurate financial records. Tune in to transform your Business Central management approach and gain control over...
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S9 EP03: Lotsa Dimension Errors? | Dimension Control
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Explore our Business Central on-demand training courses at Are you struggling with dimensions in Business Central? Let's simplify it. In this episode, we delve into mastering the system for effective financial reporting. We explore how setting it up correctly prevents bad data entry to ensure accurate information from the start, emphasizing proactive measures rather than just relying on the correction feature. Discover how to seamlessly integrate this feature with master data like customers and vendors. Tune in to turn this process into a streamlined part of your financial process....
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S9 EP02: Ctrl+Alt+F1? | Troubleshooting
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Explore our Business Central on-demand training courses at Lost in the maze of Business Central's features? Press Ctrl+Alt+F1. Discover the power of page inspection, a tool that delves behind the scenes to unravel the details of your data and manage them effectively. Whether it's understanding GL account selections or troubleshooting report fields, this feature is your key to clarity, making the invisible visible. If you're ready to transform your approach to inspecting pages, dive into our discussion to unlock these capabilities and elevate your understanding of the system. Learn more...
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S9 EP01: Converting User Groups? | Security & Permissions
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Explore our Business Central on-demand training courses at What future awaits for existing User Groups in Business Central? This episode navigates the complexities of transitioning from user groups to new security structures. It's a significant change, but we'll break it down for you. With user groups being phased out, understanding the shift to security groups and composable permission sets is crucial. If you're not using the assisted setup for this transition, don't worry. You have options to start from scratch, but remember, being proactive is vital. Determine the best approach...
info_outlineEver found yourself frustrated with delayed invoice payments? Still on the search on what to do to ease out the process? Check out our new courses at https://www.learndynamics.com/
Picture this: your customers consistently neglecting invoices, leading to a manual, time-consuming process of sending statements with minimal response. Hassle, right? Dive into this episode, where we tackle the common disadvantages of traditional statements and how Reminders in Business Central can have a transformative impact in your sales and receivables.
Join us in this week’s episode of STOP Sending Statements! | Sales & Receivables with Cari Corozza and Cynthia Priebe as we share essential tips on how to efficiently use reminders in Business Central.
Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
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About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
About New View Strategies:
Let the experts help you tap into the true power of your BC / NAV system.
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you.
✅ Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
Contact us today: https://getyournewview.com/services/
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