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S8 EP12: Budgets
The biggest advantage of the Business Central system is its centralization, and this includes budgets, too.
Here at New View, we don't just understand your financial reporting needs, we're experts in it. Let our real-world experience using this software guide you through the process.
A major feature in financial reporting and budgeting is the ability to make a report that shows not just your Month-to-date and Year-to-date performance but also the total annual budget and the remaining budget with just a few extra columns.
This is a huge game-changer that not many are maximizing.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Budgets
[00:00:00] Introduction: Phase 2 Project: Budgets
[00:01:26] The primary benefits of using Budgets inside Business Central
[00:02:40] Amazing customer story
[00:03:54] Empowering teams to use financial reporting and proper filtering so they can view the data live in their system
[00:05:21] Best feature related to budgets that shows Month-to-date and Year-to-date & total amount budgeted
#NewViewStrategies #ProcessImprovement #Budgets
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About Kerry Peters & New View Strategies:
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!
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/
View all episodes
By Kerry Peters
5
22 ratings
The biggest advantage of the Business Central system is its centralization, and this includes budgets, too.
Here at New View, we don't just understand your financial reporting needs, we're experts in it. Let our real-world experience using this software guide you through the process.
A major feature in financial reporting and budgeting is the ability to make a report that shows not just your Month-to-date and Year-to-date performance but also the total annual budget and the remaining budget with just a few extra columns.
This is a huge game-changer that not many are maximizing.
Learn more in this new episode of 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗡𝗲𝘄 𝗩𝗶𝗲𝘄 ▶ Budgets
[00:00:00] Introduction: Phase 2 Project: Budgets
[00:01:26] The primary benefits of using Budgets inside Business Central
[00:02:40] Amazing customer story
[00:03:54] Empowering teams to use financial reporting and proper filtering so they can view the data live in their system
[00:05:21] Best feature related to budgets that shows Month-to-date and Year-to-date & total amount budgeted
#NewViewStrategies #ProcessImprovement #Budgets
---------------------------------------------------------------------------------------------------
About Kerry Peters & New View Strategies:
Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process!
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/