How to track unreconciled Bank Transactions in Dynamics NAV 2016 or 2017

Microsoft Dynamics NAV 2016 and 2017 have two separate options as to how to configure the Bank Reconciliation process. The so called, North American configuration, has the ability to reconcile an account and then , after posting of the reconciliation, track the reconciled and un-reconciled items in a report. This option is designed to provide […]

Microsoft Dynamics NAV 2017 System Requirements – Server

The Windows Server can play a number of roles for the Microsoft Dynamics NAV 2017 environment. Depending on the Server’s role, the following requirements are needed. For additional information, please call us at Tel. (855) 227-0700. Microsoft Dynamics NAV Server Requirements The following table shows the minimum system requirements for Microsoft Dynamics NAV Server. Supported […]

How to redirect Help Server for Dynamics NAV Web Client

We have received a number of inquiries from our clients, which are reporting an error and failure to access the Dynamics NAV Help and Help Server from a remote terminal Browser using the Dynamics NAV Web Client. During our typical deployments of the Dynamics NAV 2016 product, we encounter the problem that remote users of […]

User Transaction Date Restrictions in Dynamics NAV

It is common practice for Accounting Departments across the US, to restrict users to specific transaction dates within the Dynamics NAV system. This is typically done for prior accounting periods after the month-end closing procedures have been completed. However, some of my clients also restrict future periods to avoid accidental data entry mistakes during subledger […]

QuickBooks Enterprise 2017 – What’s New

Improved Multi-User Experience A QuickBooks 2017 makes it easier than ever to work with multiple users. There are now fewer instances that require users to switch between Multi-User and Single-User mode. It also has a built in communication tool to make switching modes easier.  When you do need to switch modes, switching takes much less time. […]

QuickBooks 2017 Scheduled Reports – What’s New

Intuit will release its latest QuickBooks Product on September 16th in the US. One of the KEY new features of this Version are the Scheduled Reports. This new feature will allow you to configure an auto-delivery mechanism to send reports automatically from QuickBooks 2017. This new function utilizes the Windows Task Manager. As such, you […]

How to create Comment Lines in Dynamics NAV SO or PO Trx

Dynamics NAV uses a concept called Standard Text Codes to allow you the ability to recall text descriptions which appear on Sales or purchasing documents, such as Sales Orders or Sales Invoices as well as Purchase Orders. To access these comments and description lines, search for the “Standard Text Codes” Page in your search function […]

How to handle 1099 IRS Info Setup in Dynamics NAV 2016

Although NAV is originally a European Software Product, the NA or North American Edition has been localized to the United States market significantly. On the AP side of the System the 1099 functionality required by the IRS has been added. The 1099 Setup in NAV 2016 supports all types of 1099 classification and the setup […]

How to attach a Document to Dynamics NAV 2016 – Purchase Invoice, Sales Invoice, GL Journal Entry

In Dynamics NAV 2016, Microsoft introduced the ability to attach a document to a Purchase Invoice, Sales Invoice and General Ledger Journal Entry transaction using the WEB CLIENT. Unlike previous document link capabilities in NAV, which simply stored a URL link to the actual document on a common storage device, the new NAV 2016 product […]

How do I remove the alternating shaded grey lines on my QuickBooks Invoices

When you generate any Marketing documents, including Estimates, Sales Orders and Invoices in QuickBooks, starting with Version 15, the system will generate a shaded background on every other line. Although many people love this new feature, some do not. During the PRINTING of the document, you will get the printing dialog which contains a printing […]