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95 - What's new in NAV 2018


95 - What's new in NAV 2018        

NAV 2018 is out yay! It came out last Friday, so this is the first coffee mug tutorial after that and of course, we dive into what's new. Let's go ahead and take a look at the applications quickly, this is the new NAV 2018, it looks very similar to 2017 a lot of the work has been done on the background on the engine basically working towards to merging this Tenerife with the cloud version so it works both on-prem and on the cloud. And they’ve done some heavy lifting on the development environment and they also added a few things s for the user.

What I’m gonna do is take a quick look at what is done for the use, I have a lift from Microsoft, it not complete so you can definitely hunt for Easter eggs on what's hasn’t been released in documentation on blog, but its still added to the system, but here's what we have.

Payroll Integration
There is a payroll integration, what is that?, well we’ve been able to integrate payroll of course with some modifications and import it into the GL, but right now Microsoft does actually provide it out of the box integration to QuickBooks payroll and Ceridian payroll which is nice, so how did they really do that?

Well, If we go into the system and go into the employee record, which did exist before, Microsoft NAV 2017 actually had employees it was like a light HR module but with no real detail and now we can actually go into ledger entries for an employee and so the integration actually feeds into the ledger entries for the employee and we get payroll data inside a NAV. Now some people would like that, some people don't want payroll data inside the ERP, it's your choice now, it's with proper permissions you can obviously set this up and manage it nicely here.

Microsoft has improved some things with OCR I would probably do a separate video on OCR it has been moving forward with many things, so definitely take a look at that if you are interested.

Personalization of your workspace
When we have personalization of your workspace, we have two clients now basically, we have the cloud client and we have the classic client. So I can't see any changes in the classic client here. If I actually go into a list of vendors for example and I try to move things around, I can’t move them, it's all pretty much the same.

However if I go into Tenerife; and remember these products are being developed at the same time and they are merging; here if I actually go into design mode, I can move columns around which is much more slick, even though you can, of course, choose columns and move them around, but in Tenerife when you could choose columns you couldn't set the order like you can do in NAV. So it's a little bit different but obviously moving towards a more modern environment.

If we go a little bit down the list here, Preview and print reports, this here doesn’t really come with a lot of detail, we did have preview check form, and that’s still the same and I could really get to actually running this in my client even in 2018 so, I'll take little bit more trying to fire out what this is, maybe it hasn’t been released yet. I know this article came out about a few weeks before the release.

CRM synchronization,
CRM synchronization, they've been working on that which means they are gonna make it rock solid which is good, you still have NAV CRM which is good too. Whether you go with CRM dynamics or NAV CRM, it's up to you but I would bet on the synchronization is well done, they’ve been working on that a lot and since it's going to be in the could I would bet on that it would be pretty good.

Analyzing financial statements in Microsoft Excel
We have something here called Analyzing financial statements in Microsoft Excel, now if I go into my role center, I believe that feature is this thing here, so we’ve added to the ribbon on to a few things.

One of them is Excel reports and we can actually print out Excel reports on the financial statements and these financial statements inside excel you are allowed to actually change things with a sidebar in excel so I actually have to set this up and get it to work, my first attempt on that was not very successful, maybe I’ll do a video on that, since I have a lot of reporting videos. But basically, you can get into Excel with the data for the balance sheet and income statement and change things around in Excel like the filters and stuff like that and run it again. So it's sort of a data analyzing inside excel.

We have some improvements for VAT and some EC sales lists which I’m really not familiar with, then I have three checks per page, yes that's funny, I know, because if you’ve implemented NAV and you were missing three checks per page you basically just wrote the report and I think everybody who has implemented NAV a lot probably has it. But now Microsoft provides it so that’s good.

This one is a rather short list for the user perspective, again, the improvements in NAV 2018 are mostly on the backend, we are now developing with Visual Studio, connecting to gate, you know we are in the cloud, this is a lot of fantastic development changes, but this is as far as the user is concerned and you probably look for even more things. One thing to note though this is not a complete list, the reason why I say that is that If I actually go in here in my accountant role center for 2018. I have something called Manage Flows, that's new, that's not on the list that we have, however, if we take a look at Tenerife, you have to manage flows as well in there. So that was in Tenerife already. And as you can see these are kind of things being puzzled together by Microsoft.

I hope you enjoyed this little run through of what's new with 2018, I’m gonna be looking for other things that are not be documented which is gonna be very cool. And I’m sure Microsoft is gonna be releasing a lot of things incrementally as well.  

 

 

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