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.
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!
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.
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.
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: