Dynamics NAV - An Overview of the Chart of Accounts

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To find the Chart of Accounts in Dynamics NAV simply search 'Chart of Accounts' in the ribbon and select the first option. The Chart of Accounts is basically a ...   DynamicsNAV-ChartofAccounts WatchthisvideoforanoverviewoftheChartofAccountsinDynamicsNAV!     LearnabouttheDynamicsNAVchartofaccounts TofindtheChartofAccountsinDynamicsNAVsimplysearch‘ChartofAccounts’intheribbonandselectthefirstoption.TheChartofAccountsisbasicallyalistofaccountsthatareusedbymembersofthefinanceteamtorecordanytransactionsinacompany.Toaddanewaccount,select‘New’locatedintheribbon.Fillintherelevantfieldsfortheaccounttobecreatedsuchasnumber,name,whethertheaccountwillcorrespondwiththeincomestatementorbalancesheet,generalpostingtype,thegeneralbusinesspostingtypeandgeneralproductpostinggroup.Thensimplyclickon‘OK’onceyourinputofdataiscomplete.Nowyouraccounthasbeencreated. Ifyougobacktotheribbonandselect‘IndentChartofAccounts’,thenselect‘Yes’,youcannowseetheaccounthasbeenindented.YoucanalsoedittheChartofAccountsbyselectingtherelevantaccountandthenclick‘Edit’intheribbon.Youcaninputanychangesyouwishtomake.Youcanalsodeleteanaccountbyclicking‘Delete’intheribbon,howeveryoucannotdeleteanaccountwithtransactionsassociatedwithit. Youcanalsosetfilters;sayperhapsyouwanttoseeaspecificday’stransactions,youwouldsetafilterfor‘NetChange’of‘NotEqualto0’soitwilltakeoutany0balances.Bysettingadatefilterto‘W’,whichisworkdate,youcaninstantlyseetheday’singoingsandoutgoingsallinoneplace. ©CopyrightTheNAVPeople2022 TermsofUse PrivacyPolicy CookiePolicy



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