Dynamics NAV includes a standard configuration of most financial processes, but you can change the configuration to suit your business. From Home, you can access an assisted setup guide that helps you set up sales tax depending on your location, for example. Other aspects of finance management you must set up yourself, depending on whether you want to use dimensions, for example.
The following table describes a sequence of tasks, with links to the topics that describe them.
| To | See |
|---|---|
| Choose how you want to handle payments of your vendors. | Payment Methods |
| Set up fiscal periods. | How to: Open a New Fiscal Year |
| Set up additional currencies if you have international trade. | Set Up Currencies |
| Add dimensions for richer business intelligence. | Set Up Dimensions |
| Add new accounts to the existing chart of accounts. | Set Up the Chart of Accounts |
Manage Bank Accounts
Dimensions
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