Microsoft Dynamics NAV 2015 document reporting3 New Document Reporting Features in Microsoft Dynamics NAV 2015

The new document reporting features in Microsoft Dynamics NAV 2015 are just another reason Microsoft customers are excited about this new release. We often get questions about how Microsoft Dynamics NAV 2015 customers can benefit from the many new enhancements. In this blog, we wanted to explain how some of these changes with document reporting can help your business, streamline day-to-day operations and get more from your ERP software investment. Since it’s quick to implement, easy to use and has powerful functionality, Microsoft Dynamics NAV 2015 is a leading ERP solution for small and mid-sized companies to help you reach your goals. This brief post with discuss the New Document Reporting Features in Microsoft Dynamics NAV 2015.

Microsoft Dynamics NAV 2015 Launches 3 New Document Reporting Enhancements

  1. Document Reporting:  Dynamics NAV 2015 introduces Microsoft Word as a layout edition option for document reports. A single report can now have many layouts. Either RDLC, Word, or both. In a scenario where you are running multiple customers in a multi-tenant setup, you can have many tenant-specific customizations as needed, stored in the business data databases. End uses can control which layout for a given report in a solution is the active one.
  2. Report Scheduling:  With Microsoft Dynamics NAV 2015, you can schedule any report to run on the server, now or schedule later. Reports will be bundled in an inbox in your Role Center.
  3. Cash Management:  Microsoft Dynamics NAV 2015 has several new cash management enhancements:
  • Simple and Uniform Bank Integration: With the new Bank Data Conversion Service Feature, users get electronic bank statement files converted into data that can be imported into Microsoft Dynamics NAV.  Reversely, users can also use the conversion service to export payment information to electronic payment files in the format that their bank requires. Microsoft Dynamics NAV 2015 supports electronic bank files of major banks in over 25 countries.
  • Fast and Reliable Incoming/Outgoing Bank Payments: The Payment Reconciliation Journals enables users to import bank transaction data into a dedicated UI (User Interface) and automatically apply to pen entries representing customer and vendor documents. The features include advance record matching, strong review tools and the possibility to freely define the payment match tolerance and to modify the generic matching algorithm.
  • Control Electronic Payments Better: Improvements in the Payment Journal and the Credit Transfer Registers enable user to better manage the payment creation and export process to track payment history. Users that do not want to post payments until they have actually been processed at the bank can more efficiently control which open vendor documents to pay and avoid paying vendors wrongly or paying duplicate amounts. This also makes partial-payments scenarios easy to manage.

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About iCepts Technology Group, Inc. Middletown, PA

We are a Microsoft Dynamics NAV Partner offering implementation, service, and support for Microsoft Dynamics NAV in: PA, DC, DE, MD, NC, NJ, NY, OH, VA, WV, and the entire Mid-Atlantic Region. We also offer implementation, service, and support for Accellos One Warehouse Management Systems in: PA, DC, DE, MD, NC, NJ, NY, OH, VA, WV, and the entire Mid-Atlantic Region.

As experienced SCM, WMS and ERP consultants and value added resellers (VARs), we provide start to finish services for the solutions we represent Microsoft Dynamics NAV for Distribution and Manufacturing, Accellos Warehouse Management System (WMS), Server virtualization, open source VOIP phone systems and infrastructure and security. We provide services that cover process analysis, implementation, training, security and networking. Naturally, we also provide full ongoing support for years after implementation to help our clients succeed. We are your one stop shop for your business technology needs.

Phone 717.704.1000

Posted by iCepts Technology Group, Inc.-A Pennsylvania Microsoft Dynamics NAV Reseller

Another version of this blog was previously posted on March 2, 2015 on iCepts Blog by Greg Miles:  New Document Reporting Features in Microsoft Dynamics NAV 2015

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