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September 29, 2015
NAVtip #2: Standard Journals
Today's timesaving #NAVtip is “Standard Journals”. Finance teams use G/L journals on a daily basis and I see them entering the same journal lines over and over again. Luckily there are a couple of functions that help us automate the use of the journals and save some time.
Standard Journals - a sort of template that can be saved and reused again and again in the G/L journals – are especially useful. You can save as many Standard Journals as you want, you only need to remember to save your template before posting:
Just select Save as Standard Journal and specify a code and a description to help you to identify it next time. If the amounts are always going to be the same (like in a leasing or in a rent operation) you can save the amounts as well:
Next time you use a G/L journal, remember you may have a Standard Journal to save you precious time. Just bring it to the G/L journal by clicking “Get Standard Journals” and then choosing the one you need.
Hope this is helpful. Stay tuned for our next tip.
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September 22, 2015
NAVtip #1: the calculator
On visits to customers I often get astonished and surprised faces while showing something in Microsoft Dynamics NAV. Although some users have already worked for years in NAV, they may not know, or have forgotten, some of the small things that make life easier. So in this new "NAVtip" series we’ll share some of our favourite time-savers.
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October 6, 2015
NAVtip #3: Move from Header to Lines
If, like me, you are a fan of keyboard shortcuts to move around Microsoft Dynamics NAV quickly then you have probably asked yourself how you get quickly from header fields to the lines?
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March 8, 2016
NAVtip #4: Filtering lists
One of the options we use most frequently on list pages in NAV is to filter the list for one value in a desired column...... Instead, try!
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March 15, 2016
NAVTip #5: Entering dates
Date fields in NAV support many shortcuts. Here are some of my favourites:
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March 22, 2016
NAVTip #6: Moving to previous fields
Another NAVtip for keyboard lovers - move to previous fields without leaving the keyboard!
March 16, 2018
NAVTip #7: Controlling the Unposted Document Warning
The unposted document warning was introduced as a new feature in Microsoft Dynamics NAV 2017. Whenever a user opens or enters a document, such as a Sales Invoice or Purchase Invoice, and then closes the window without posting the document, Microsoft Dynamics NAV warns that the document had not been posted, and asks if they would still like to close the document page.