Holly Armitage
Western Computer, Sr. Consultant - D365
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Holly Armitage is a a seasoned professional with over two decades of experience in the world of Microsoft Dynamics GP and Business Central. With a passion for numbers and a knack for simplifying complex financial concepts, she has dedicated her career to helping businesses optimize their financial processes. Currently serving as a Senior Microsoft Dynamics 365 Business Central Consultant, she brings a wealth of expertise and a deep understanding of the intricacies of financial management.
Mastering Financial Reporting: Unleashing Insights with Advanced Tools
Learn how to use the financial reporting tools in Business Central.
Objectives:
1. Refine Your Reporting Structure: Understand how to categorize and manage G/L accounts with subcategories for clearer insights.
2. Customize Your Analysis: Learn to analyze data effectively using dimensions.
3. Dive Deeper into Data: Unlock the power of Analysis by Dimension, Analysis Views and Copilot to create Analysis Mode tabs on the General Ledger Entries page for granular financial insights.
4. Create Tailored Financial Reports: Master row and column definitions.
5. Simplify Reporting Management: Gain skills to export and import financial reports.
Keys to Success: Communication
Learn how to identify communication styles to promote effective communication
Objectives:
1. Identify a person’s communication style
2. Learn ways to determine their motivational drivers
3. Discuss ways to phrase concerns or address others' concerns that align with someone’s communication style and motivational drivers
Maximizing Efficiency and Data In Journal Entries
Learn how to set up Business Central to minimize keystrokes and entries as well as include the most descriptive information about the entries.
Objectives:
1. Learn to set up deferral templates, reason codes, number series and standard lines.
2. Learn how to set up general journal batches to assign balancing accounts, attributes and smart numbering of document numbers to entries
3. Learn how to set up a template to organize data from an Excel file to utilize the copy from Excel functionality
Holly Armitage
Western Computer, Sr. Consultant - D365
Actions
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