Teresa is the company's office manager and PA to the directors. Her role is to ensure the office runs efficiently, to support the directors in their day-to-day work and to log incoming support calls.
Move Around NAV Quickly and Efficiently
The Navigation Menu
This feature is particularly useful when you want to retrieve some information and you have a document number. Using the NAV search function, type in “Navigate” and the system will display the different places where it appears and each one of these can be enquired upon:
The Find Tool
Choosing General Ledger History and then selecting Navigate from the Tasks category, enter the document number to be searched. The posting date option can be used in conjunction with the document number if known. Click on Find and the system will search for all of the information in relation to the document number, such as the Posted Sales Invoice, General Ledger Entries and other associated entries and tables etc.:
Show Related Entries
It is then possible to select and click on these records to display the detailed information by highlighting the entries to be viewed and selecting Show Related Entries:
The detailed information is then displayed:
Find the Document Number
Although originally the search commenced in the GL History to find the detailed Posted Sales Invoice information, it is also possible to find other document types by entering a different document number, e.g. a posted Purchase Invoice.
The posted Purchase Invoice is displayed:
Find Out More
To find out more, have a look at the related blogs:
I find their approach to our relationship very professional whilst being refreshingly realistic. We now consider them to be part of our teamLee Crowhurst, Technical Director