President - Small Business
The president of a small business manages the business from start to finish. He or she is responsible for everything and has to understand every aspect of the business.
Main Work Tasks
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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. |
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Analyze data and budgets, create and set up account schedules, print reports, and provide financial reporting using XBRL. |
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Configure marketing, create and manage contacts, develop a marketing plan, and conduct a marketing campaign. |
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Manage all common sales processes and information, such as quotes, orders, and returns in addition to plan and manage different types of customer information and transaction data. |
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Create master data and attach related item information, and then prepare production master data, such as BOMs and routings. |
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Plan the production operations required to transform inputs into finished goods. |
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Manage purchases, such as quote, order, and return processingin addition to different types of vendor information and transaction data. |
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Register and maintain employee information, such as employment contracts, confidential information, qualifications, and employee contacts. |
Related Tasks
| To | See |
|---|---|
Create a systematic way to collect and classify information about contact companies and contact individuals within those companies. |
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Enter information about new customers to define how to handle sales processes with each vendor. |
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Get an overview of all the departments and links to topics that support them. |
See Also
Concepts
Other Resources
Business Process Walkthroughs
Working with Microsoft Dynamics NAV