Get Your New View Podcast Kerry Peters

Feeling lost with all those department codes and project numbers? We’ve got a solution.
Join this insightful discussion as we break down the benefits of keeping it simple and easy. Explore the importance of setting up department code as admin and intuitively reviewing the transactions. 
Remember, dimensions are values that categorize entries so you can track and analyze them on documents, indicate the project or department from which an entry came, and streamline your data organization. 
Don't miss out on the valuable insights that could help the way you handle dimensions in your organization. Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
 
Enjoy this episode? Don’t forget to leave a five-star review. 
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About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
 
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
 
About New View Strategies:
Let the experts help you tap into the true power of your BC / NAV system. 
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 
 
✅ Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
Contact us today: https://getyournewview.com/services/
 
#NewViewStrategies #PermissionsTesting #DepartmentCodes #BusinessCentral #Accounting #DimensionsInBusinessCentral #SetupBC
 

Have you ever had a headache from a messy permissions testing checklist? Desperately searching for that elusive Excel spreadsheet on SharePoint? Check out our new on-demand training courses at https://www.learndynamics.com/ 
In this episode, we explore the challenges of keeping testing organized and why it is essential to avoid permissions errors before going live. Learn the importance of keeping testing simple and discover how involving conscientious users, even the newest members, can help you deal with these hurdles.
Explore with us as we give out more gems on how to organize your Permissions Testing Checklist with Cari Corozza and Cynthia Priebe. 
 
Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
 
Enjoy this episode? Don’t forget to leave a five-star review!
---------------------------------------------------------------------------------------------------
About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
 
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
 
About New View Strategies:
Let the experts help you tap into the true power of your BC / NAV system. 
 
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 
 
✅ Why Choose New View?
 
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
 
Contact us today: https://getyournewview.com/services/
 
#MicrosoftDynamics365 #PermissionsTesting #BusinessCentral #Permissions

Ever found yourself puzzled with your general entries? Let’s dive deep and tackle the difference of source code and source type and their individual functions. Check out our new on-demand trainings at https://www.learndynamics.com/ 
Join the exploration as we unravel the functions behind these two fields, discover their pivotal roles in troubleshooting financial discrepancies, especially when dealing with reconciliation challenges, and emphasize the significance of source code in identifying transaction types and source types in revealing the account or ledger through which the entry originated. 
Discover the importance of incorporating these fields into your GL entry page to avoid confusion in your daily workflow.
 
Enroll in our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
 
Enjoy this episode? Don’t forget to leave a five-star review!
 
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About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
 
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
 
About New View Strategies:
Let the experts help you tap into the true power of your BC / NAV system. 
 
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 
 
✅ Why Choose New View?
 
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
 
Contact us today: https://getyournewview.com/services/
 
 
#NewViewStrategies #GLEntries #SourceCodeandType
 

Ever found yourself frustrated with delayed invoice payments? Still on the search on what to do to ease out the process? Check out our new courses at https://www.learndynamics.com/ 
 
Picture this: your customers consistently neglecting invoices, leading to a manual, time-consuming process of sending statements with minimal response. Hassle, right? Dive into this episode, where we tackle the common disadvantages of traditional statements and how Reminders in Business Central can have a transformative impact in your sales and receivables.
Join us in this week’s episode of STOP Sending Statements! | Sales & Receivables with Cari Corozza and Cynthia Priebe as we share essential tips on how to efficiently use reminders in Business Central.
Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
---------------------------------------------------------------------------------------------------
About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
 
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
 
About New View Strategies:
Let the experts help you tap into the true power of your BC / NAV system. 
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 
 
✅ Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
Contact us today: https://getyournewview.com/services/
 
#NewViewStrategies #BusinessCentralReminder #BusinessCentral
 

Ever felt overwhelmed making AP and AR reconciliation reports? Wondering which reports to use for a smoother month-end process? Check out our new courses at https://www.learndynamics.com/ 
 
In this episode, we discuss how to streamline the reconciliation of subledgers, the importance of reconciling not just bank accounts but also accounts payable, accounts receivable, fixed assets, and inventory. Join us as we give out more knowledge and pro tips highlighting some common reconciliation pitfalls and its preventive measures. 
Explore our on-demand training courses on LearnDynamics.com for more in-depth insights into Dynamics 365 Business Central.
Tune in for these crucial moments in this podcast: Reconcile More Than Cash with Cari Corozza and Cynthia Priebe.
 
Enjoy this episode? Don’t forget to leave a five-star review!
---------------------------------------------------------------------------------------------------
About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
 
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
 
About New View Strategies:
Let the experts help you tap into the true power of your BC / NAV system. 
 
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 
 
✅ Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
 
Contact us today: https://getyournewview.com/services/
 
#SubLedgerReconciliation #AccountingTips #BusinessCentral
 

Have you ever found yourself wrestling with the complexities of importing bank transactions into Business Central? Check out our new courses at https://www.learndynamics.com/ 
Bank import setup often poses challenges.
In this episode, discover how Assisted Setup simplifies bank transactions and addresses common obstacles end users may encounter while using this tool. Assisted Setup in Business Central is a lifesaver and does the job, particularly for non-tech savvy. 
Elevate your understanding of the system and streamline your importing task. 
For continuous learning, hop over to learndynamics.com and explore our On-Demand Classes for you. Elevate your business by learning with us!
Enjoy this episode? Don’t forget to leave a five-star review!
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About Cari Corozza:
Cari Corozza is a Certified Public Accountant, Microsoft Dynamics NAV User and one of the trainers with New View Strategies. She is a dedicated professional with over a decade of experience transforming accounting and finance processes. Beyond her expertise, Cari's adventurous spirit takes her across the globe. With visits to 40 countries on six continents (and counting), including exotic destinations like Cambodia, Uganda, and Slovenia, she brings a unique global perspective to her work.
About Cynthia Priebe:
Cynthia Priebe is the go-to resource when it comes to solving tough problems with Microsoft Dynamics 365 Business Central/NAV. She brings specific expertise to NVS’s consulting and training team in assessment, accounting automation, finance functions, and documentation, as well as deep knowledge of all things BC/NAV. Outside of her career, she and her husband are outdoor enthusiasts and seasoned sailors on the Great Lakes.
About New View Strategies:
Let the experts help you tap into the true power of your BC / NAV system. 
You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 
✅ Why Choose New View?
With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.
Contact us today: https://getyournewview.com/services/
#FinanceTechMastery #BankImport #AssistedSetUpSuccess