How to issue a Refund Check to a Customer in Dynamics NAV 2016 2017 2018 or 365

For additional support or NAV Consulting, Data Migration or System Integration Services, please feel free to call us at Tel. (714) 901-5740 during 8am to 6pm PST. You may also contact us at Sales@CBRTechnology.com . In Microsoft Dynamics NAV, you can issue a Refund Check to a Customer which is based on a Payment on […]

Fields missing from Microsoft Dynamics NAV D365 Forms – User Security Issue – NAV 2017 2018 D365

For additional support, please feel free to contact us in our California Offices at 800-227-0700 or at Sales@CBRTechnology.com . Some of our clients have reported a number of issues with FIELDS that completely dis-appear or are hidden from a NAV Page even though the user has confirmed underlying access to the table. Examples of these […]

Microsoft Dynamics NAV Transaction Types and their Purpose 2016 2017 2018

Many client have been struggling with the transaction types offered by Microsoft Dynamics NAV and their purpose in a US-based organization. We have compiled this document to assist with the proper navigation and system utilization. Sales Order Processing and Accounts Receivable Sales Quotation: The transaction type will generate a Header and line document which does […]

How to Reverse a Fixed Asset Disposal in Dynamics NAV 2017 2018

Microsoft Dynamics NAV supports MULTIPLE Depreciation Books in the Fixed Asset Module. Each depreciation Book can be configured to post to the GL for various types of Transactions such as Acquisition, Disposal, Depreciation and others. Of course, the typical configuration is that only ONE of the Depreciation Books will post the General Ledger, while the […]

How to configure your Chart of Account in QuickBooks 2017, 2016, 2015

QuickBooks Chart of Account setup can be configured in a number of ways. However, please be aware of the following restrictions in QuickBooks with regards to the COA in the General Ledger. The Account number is ALPHA-NUMERIC but cannot exceed 7 characters The Account TYPES are hard coded and the types cannot be changed Account […]

How to default QuickBooks 2015 2016 2017 to non-billable Transactions in Time & Expense Entry

QuickBooks, by default, will mark all Time and Expense entries are billable, which is the proper setting for Job Costing module configuration for Time & Materials contracts. However, if your company does fixed priced contracts or percentage completion billing, this setting is not optimal. To change, select the PREFERENCE settings and the TIME & EXPENSE […]

How to configure Windows Servers and QB Database for QuickBooks Enterprise

QuickBooks is famous for showing various errors during attempts from a workstation to connect to the Server, which stores the company data file. Some of these errors are Error 6001 among others. The first thing that you need to check, is that the QB Database Service itself is running properly on the Server or the […]

How to close prior months in QuickBooks

One of the most powerful and popular features in QuickBooks is the ability to modify & delete existing transactions, as well as create new transactions at any time. Although this functionality is very attractive to most regular users, Accountants are typically worried about it. To mitigate any issues with your Accountant, who would not like any […]

How to switch Companies and User Roles in Dynamics NAV

In order to switch Companies or a User Profile in Microsoft Dynamics NAV, you must use either the Windows PC Client or the Browser-based Web Client. Although the user interface is slightly different, the process is essentially the same. In the web-client , please select the AVATAR icon in the top right-hand side of the […]

Comparative Analysis between Dynamics 365 Business Edition and Dynamics NAV 2017

Dynamics 365 for Financials and Dynamics NAV are business management solutions for small and mid-sized organizations that automate and streamline business processes and help you manage your business. Microsoft Dynamics NAV and Dynamics 365 for Financials are very similar products. The Dynamics 365 for Financials was earlier known as “Project Madeira”. These two solutions aren’t […]