Get Invited to a Client's Dynamics NAVĪ company who use Dynamics NAV can invite you to Dynamics NAV as their external accountant. You can also launch a Getting Started tour that points out key areas. If you are new to Dynamics NAV, you can launch a list of videos right from your Home page. If you expand the Home menu in the navigation pane, you will see other areas, such as Posted Documents with the various types of documents that the company has posted.
In the navigation pane to the left, you can quickly switch between the lists you use most often. In the ribbon at the top of the window, you have access to more actions, such as opening the most commonly used financial reports and statements in Excel. The Role Center is a dashboard with activity tiles that show you real-time key figures and give you quick access to data. From here, you can access all windows that you need in your work. No matter which type of accountant you are, you can use the Accountant Role Center as your Home in Dynamics NAV. Some businesses employ an external accountant, and others have an accountant on staff. Any business must do its books and sign off on the accounting.
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