Using our Solution
- NAV 101 Guide
- This ‘101’ guide contains information about logging in and navigating within the new version of NAV. This guide focuses on how to access functions and perform your daily tasks within NAV using the new interface.
- Getting Familiar with the NAV 2016 User Interface
- Navigation Pane
- The Status Bar
- Displaying and Organizing Data with Pages
- The Role Center
- Using Basic NAV Functions
- Using Keyboard Shortcuts
- Entering and Editing Information
- Adding Links to a Record
- Sending to Microsoft Word and Microsoft Excel
- Sending to Email as an Attachment
- Printing Reports and Documents
- Sorting Information
- Searching for Information
- FactBoxes
- Posting a Document
- Navigate
- Accounts Payable User Guide
- This guide focuses on viewing vendors, purchasing, and all other payments.
- Accounts Receivable User Guide
- Managing customer information as well as customer transactions are an important part of managing the total sales and receivables as well as cash flow in the organization.
- Cash Management User Guide
- Cash management in NAV is used to manage the company's bank accounts. This guide includes instructions for processing payments received from customers, payments to vendors, and voiding posted cheques.
- Procurement Process
- This guide focuses on the setup and administration of the Procurement Process and tasks related to configuring Purchase Requests, Quotes, and Purchase Orders.
- Project Tracking
- This guide includes information about the setup and administration of the Project Tracking Portal, which is designed as a central repository for information about your company’s projects with access to all aspects of creating and maintaining a project.
- Purchase Requisitions
- In Employee Center, Purchase Requisitions enable users to manage requests by creating, updating, searching for, and processing Purchase Requisitions and Payments Requests.
- Accessing Purchase Requisitions
- Working with the Purchase Requisition List
- Creating Purchase Requisitions
- Creating Payment Requests
- Viewing and Managing In-Progress Appeals
- Approving Procedures
- Printing Requisitions or Requests
- Exporting to Excel
- Working with Purchase Invoices
- Setting up Approval Thresholds for Dimensions
- Working with Purchase Orders and Receiving
- Financial Analysis
- The Financial Analysis Employee Center application provides deep insight through real-time, on-demand access to budget-to-actual variance analysis of financial information.
- How To
- This guide contains How To articles on using Sparkrock Finance
- How to apply purchase invoices and credit memos
- How to Configure Options
- How to Copy Dimension Combinations
- How to create and assign data sets in Employee Center
- How to create and use standard journals
- How to create a deferral template in NAV
- How to create a purchase requisition
- How to create companies
- How to create expenses and submit expense claims
- How to create payment requests
- How to create reports with Account Schedule
- How to determine who, what, and when for a posted transaction
- How to Import Attributes
- How to process check payments in NAV
- How to record collection using a cash receipt journal
- How to record collection using the deposit function
- How to set up and amend posting dates
- How to set up standard purchase codes
- How to set up standard sales codes
- How to Work with Attributes
- How to Import Images
- Expenses and Expense Claims
- This guide explains how to manage expenses and submit expense claims for reimbursement.
- Contract Management
- Contract Management enables you to manage and organize your vendor and customer contracts.