Accounting Intermediate Boot Camp

Primary Audience | 
No. of Days |   
5
CPE Credits |  
20

Once you have a solid foundation in the accounting features of Business Central / NAV, it’s time to build upon your understanding of the system and unpack some of the incredible efficiencies built right in. We’ll equip you to pursue streamlined processes, quicker closes, and facilitated, accurate reporting so you can work smarter and avoid so many late nights. This is a valuable class for accounting team member aspiring to provide more assistance to their Controller or CFO.

 

Class agenda

Day 1 (4 hours) – Excel for Accountants

  • Data Manipulation and Formatting
  • Data Analysis
  • Lookups and References
  • Key Functions
  • Pivot Tables and Pivot Table Wizard
  • Basic Charts/Graphs

Day 2 (4 hours) - Banking

  • Setup
  • Payment Journal for Checks and ACH
  • Bank reconciliation and Payment Registration
  • Positive pay
  • Cash Flow Forecasting

Day 3 (4 hours) – Journal Entries and Closing

  • Recurring Journal Entries
  • General Journal Entries
  • Month End Close
  • Year End Close

Day 4 (4 hours) – Financial Reporting with Account Schedules 1

  • Budgets
  • Trial Balance
  • Income Statement
  • Balance Sheet
  • Design of Column Layouts
  • Using Dimensions
  • Export to Excel

Day 5 (4 hours) – Financial Reporting with Account Schedules 2

  • Budgets
  • Trial Balance
  • Income Statement
  • Balance Sheet
  • Design of Column Layouts
  • Using Dimensions
  • Export to Excel

 

 

Who Should Attend?

Any Staff Accountant or member of an accounting team interested in extending their base knowledge of Business Central / NAV, to understand the process efficiencies available and streamline closes and reporting activities.

Learning Objectives:

At the end of this class, participants will be able to:

  • Employ lesser known Excel functions to facilitate transactions and reporting
  • Automate core banking transactions
  • Identify opportunities to reduce month- and year-end closing efforts and timing
  • Develop and automatically refresh core financial statements using Account Schedules

 

Field of Study: Accounting

Program Level: Intermediate

Prerequisites: Successful completion of the Accounting Foundations Boot Camp or attestation of proficiency with the topics included.

Advanced Preparation: Each student will receive via email connection instructions to their individual virtual classroom link and hands-on practice environment shortly before class. Connections to both resources should be tested before class. We recommend using a second monitor while attending class.

Delivery Method: Group Internet-based

Credits: By participating in this class you are eligible to earn up to 20 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must notify your instructor of your intention to request credit before the start of the first class, and, be present while the class is in session. Class participation will be monitored, and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.

Version: This class is taught in Microsoft Dynamics 365 Business Central.

Learning environment: As experienced trainers of adult learners, we understand how to make training “stick”.  We use proven practices to make sure you retain what you learn and are fully equipped to immediately apply what you discovered in class. Each day, you will spend more than 50% of your time doing hands-on exercises in our simulated learning environment.

Refund and Cancellation Policy: Please refer to our Refund and Cancellation policy here.

Contact Us to Discuss How We Can Help Your Company Today!

CONTACT US
The experts at New View Strategies are experienced Dynamics NAV and Business Central trainers and business process consultants who have walked in your shoes as former Corporate Controllers, Directors of IT, and Solution Architects, and believe increased utilization of your business systems is critical to the continued success of your company.
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