If you need to account for multiple currencies in your transactions or reporting this is a can’t miss class to ensure that you have the correct multicurrency setup, processes, and reporting for accurate translations and postings. We’ll equip you to set up or review your existing setup, understand the right (and the wrong) way to adjust exchange rates, confidently identify and process balancing transactions, and deal with customers and vendors in other currencies seamlessly.

Class topics

  • Currency Setup
  • Manage and Adjust Exchange Rates
  • Multiple Currencies in Sales and Purchases
  • Additional Reporting Currency

Who Should Attend?

Controllers and Staff Accountants who support multi-currency operations and are committed to ensuring accuracy of their currency translations and transactions.

Learning Objectives:

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

  • Set up Payables and Receivables
  • Set up multiple currencies
  • Process foreign currency transactions
  • Revalue foreign currency Vendors, Customers, and Bank Accounts

Field of Study: Accounting

Program Level: Intermediate

Prerequisites: None

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

CPE Credits: By participating in this class, you are eligible to earn up to 4 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. To receive CPE credit, you must be present and actively engaged, which will be verified using polling questions and other means. 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!

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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