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Kim Dallefeld


Kim Dallefeld

Kim is a NAV Certified Consultant, first diving into the system 24 years ago (yes, she started on version 1.0)! She has experience in virtually all areas of the product including programming, design, analysis, training, implementation and sales demos, combined with practical business knowledge (counting inventory, scheduling production, preparing payroll and financial statements, etc.) Combining her NAV knowledge with her accounting and consulting background, Kim has a unique set of skills rarely found in a technically oriented individual. Kim enjoys bridging gaps: helping to identify what users really need and want in the system, and discovering new ways to support those goals. Kim is also crazy-active in the Community User Groups as a frequent speaker, past Board Chair, local user group co-leader, and other leadership roles.

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Jun 16 2020


1:00 pm - 5:00 pm


$250 Until 5/17/20 Then $300


Remote Class

Optimizing Your BC/NAV Financial Setups


Are your Business Central / NAV financial setups correct? Are you using them correctly? How do you know?

If you'd like to understand how your Business Central / NAV system works, solve those pesky errors, and be more confident with your numbers, don't miss this class. This class is an overview of all the essential elements of financial setup and includes setting up the chart of accounts, posting groups, and dimensions; review of key setups for the general ledger, sales & receivables, and purchase and payables; setup of supporting areas like accounting periods, payment terms, journal batches, and number series, and understanding how choices in setup effect behavior in the system.

Can't make this class but would like to take it another time? Interested in other topics? Let us know!


Who Should Attend? Any member of the Finance/Accounting or IT teams seeking to set up their new system correctly or check their existing configuration and understand the reasons behind how transactions are processed.

Program Level: Basic

Prerequisites: None.

Advanced Preparation: Each student will receive instructions for connecting to their online class and their own hands-on learning environment via email shortly before class.  Please be connected to both environments at least 15 minutes prior to the scheduled start time to enable an on-time class.


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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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