In this how-to video, the topic is the G/L Account Balance to Budget feature in Microsoft Dynamics 365 Business Central and how this functionality offers users the ability to view historical financial data when creating new budgets.
Tag Archives: Budget
Dynamics NAV Coffee Break: Creating Budgets in NAV
There are three main ways to create a budget in Dynamics NAV: manually entering; exporting from NAV to Excel then reimporting back into NAV; and finally, coping a previous budget from the general ledger and saving as your new budget. This short video walks through a demonstration of each of these methods with easy to follow step-by-step instructions. Grab a cup of a coffee, sit back, and watch to see how easy it can be to set up your budget in NAV.
Cash Flow Forecasting & Budgeting with Dynamics NAV
It’s that time of year when you start thinking about the next year. While budgeting and forecasting is a part of business life, would it not be nice to make it easier? Listen to this webinar to will learn about some best practices that might save you and your team hours this time of year. Make it your best year end ever!
NAV AS 101 Lesson 17: Budgets with Account Schedules
The single most important thing to know about using budgets with account schedules is: if you want to report on it, you have to budget on it first! Account schedules allows very flexible options for reporting almost any financial measure you can thing of as actual versus budget, but you must set up that level of detail inside your budget in order to be able to eventually report at that level of detail.
Tips and tricks for a flawless budget load in NAV
Hopefully, you’ve completed your budget work for 2013 and all you need to do to finish is to load all that information to NAV so you can begin to report against your actual financial numbers. If you’ve done this before, you might already know that NAV’s budget tool can be a bit fussy and also a bit cryptic about why it won’t accept your carefully prepared data. Here are four quick tips to help you with getting that data into NAV quickly, correctly, and in one try.
Import Budget into Excel in Dynamics NAV RTC
When you’re working in the RTC environment in the G/L Budgets, the standard NAV function is that you can export the Budgets into Excel, edit it, then import it back in in the same Excel format. This works fine in the classic client, however, when you try to import the budget in Excel in the RTC environment, you get the error message:
Do you trust your vendor: 9 good reasons to reveal your project budget up front
Last week I participated in a discussion about budgets and whether you should ask your potential customers their budget. It made me think: how often do customers reveal their project budgets before the consultants bid?