Need This Training On Your Schedule? Contact Us To Arrange A Custom Class!


May 13 - 15 2020


9:00 am - 5:00 pm


$2300 Until 4/13/20 Then $2500


Boot Camp

Advanced Account Schedules Boot Camp

With our apologies, under the directives set by the Centers for Disease Control (CDC) and World Health Organization (WHO), and concern for our team and yours, we have postponed this class until further notice.



Take your knowledge about account schedules in Microsoft Dynamics NAV / Dynamics 365 Business Central to the next level in this active hands-on workshop. Bring your trial balance and recent financials with you to class so we can dig in and show you how to map what you have to your balance sheet, income statement, and statement of cash flows, and then design and set up your financial statements in account schedules.


If you’ve never been able to set aside the time to finally build your financial statements, come to this class to get the dedicated time and support needed to check this off your list.


Spend Day 1 getting started with mapping your trial balance and applying the fundamental concepts to design and build your own basic financial statements. We’ll also put together all the most commonly used column layouts to view the schedules you’ve built in different ways.


During Day 2 we’ll layer in your budgets and dimensions to those reports and building your Excel shell to easily produce your financial statements each month by only refreshing the numbers. We’ll spend plenty of time learning how to build the shell and maintain it when changes happen.


We’ll bring it home Day 3 by learning other advanced topics like using account schedules in consolidations, using RapidStart to populate account schedules to multiple companies, account schedules with KPI web services and the complementary tool to account schedules: analysis reports and analysis by dimensions.


Please note, during the Day 3 session we will be covering capstone material that is critical to your take-aways from this class.  Please schedule your travel after the scheduled conclusion.


Who Should Attend? CFOs, Controllers, and accountants seeking to truly unpack the power of Account Schedules and simplify their financial reporting ongoing.


Learning Objectives:


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


  • Create monthly financials with account schedules
  • Set up automated processes for refreshing account schedule-based financials
  • Use account schedules for consolidations


Field of Study: Accounting


Program Level: Advanced


Prerequisites: Previously completed Financial Reporting I and II, Account Schedules Boot Camp, or Controller’s Essentials Boot Camp.


Advanced Preparation: While we provide each student with their own hands-on learning environment, each student is encouraged to do most of the work in their own company’s account schedules. We also recommend students bring a travel monitor to have a second screen when working on their laptops. Please bring to class in Excel:


  • Current Financial Statements including balance sheet, income statement, and statement of cash flows.
  • Current Trial Balance run for the same ending date as the current financial statements.
  • Any other internal financial reports that are frequently used.


Delivery Method: Group Live


CPE Credits: By participating in this class you are eligible to earn up to 18 CPE credits which will be distributed following class completion. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the designated attendance sheets. 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 will be taught in Dynamics NAV 2018.  If you are evaluating or use Dynamics 365 Business Central, the functionality and processes taught will be applicable with only minor differences.  We will review the pertinent differences between the two user interfaces early in the class, and throughout the class we will identify any significant differences in functionality between the versions where appropriate.  If you are using an earlier version of NAV, likewise we will highlight significant differences in features and functionality as appropriate.


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 go back to the office and 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.


Location: Dallas (WorkSuites Las Colinas, Irving TX)

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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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