President

  • Artículo

The president keeps the business viable by determining product and company direction. The president is involved with all departments and depends on accurate information from his or her staff.

Main Work Tasks

To See

View budgets, and actual amounts compared to budgeted amounts for all accounts and for several periods.

Analyze Actual Amounts and Budget Amounts

Create new account schedules, set up account schedule rows and columns, assign predefined column layouts to account schedules, and create account schedule columns that calculate percentages.

Create and Set Up Account Schedules

Set up analysis view, analyze data by using dimensions, and update analysis views.

Analyze Data

Create new analysis reports for sales, purchases, and inventory, and set up analysis templates.

Print Reports for Data Analysis

Set up the budget name and therefore add it on all the budget entries you create, and then enter the budget figures.

Setting Up New Budgets

Set up and use dimensions that includes budget dimensions.

Dimension Table

Configure finance settings, set up the general ledger, make and collect payments, collect refunds, process intercompany transactions, prepare year-end closing, manage fixed assets, and manage cash.

Finance
To See

Create a systematic way to collect and classify information about contact companies and contact individuals within those companies.

Create and Manage Contacts

Enter information about new customers to define how to handle sales processes with each vendor.

Create New Customer Accounts

See Also

Concepts

Roles

Other Resources

Business Process Walkthroughs
Working with Microsoft Dynamics NAV