S4 EP14: Improve Your Month-End Closing Process with Kim Dallefeld
Play • 22 min

Is the month-end always a source of dread for you and your team?

With your BC/NAV system, discover how the little process will always make a big difference. In this episode, NVS senior-level consultant and trainer Kim Dallefeld shares tips she's taught in projects that have helped companies struggling with balancing receivables, payables, and other reconciliation processes to gain much success. 

Essential points covered in this episode:

✔️ Tackle inventory reconciliation. Kim describes how finance and accounting teams often cross months with posting dates. Narrowing down on a list of causes, they find that nine times out of 10, the report and direct posting is a big cause of the problem.

✔️ Easier bank reconciliation process. Users should know that there shouldn't be much data entry with bank reconciliation, and that's a significant change. Companies are thinking about more ways to change their processes and to use automation, specifically with electronic banking. 

✔️ The NVS experts' winning edge. Achieve smooth monthly close by getting professional and creative solutions from your consultants and trainers at New View Strategies. We provide training, evaluation of the business process, and specialty NAV consulting in finance to help you maximize your ERP systems.

What concerns can we help you with your BC / NAV system?


Kim Dallefeld is a NAV Certified Consultant, first diving into the system 24 years ago (yes, she started on version 1.0)! She has experience in virtually all areas of the product including programming, design, analysis, training, implementation and sales demos, combined with practical business knowledge (counting inventory, scheduling production, preparing payroll and financial statements, etc.) Combining her NAV knowledge with her accounting and consulting background, Kim has a unique set of skills rarely found in a technically oriented individual. Kim enjoys bridging gaps: helping to identify what users really need and want in the system, and discovering new ways to support those goals. She is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: PowerPoint Associate credential. Kim is also crazy-active in the Community User Groups as a frequent speaker, past Board Chair, local user group co-leader, and other leadership roles. 


About Kerry Peters & New View Strategies:

Kerry Peters is the CEO of New View Strategies, a company known for solving mission-critical business problems and a straight-talking, experiential approach to training and process improvement for Microsoft Dynamics 365 Business Central and Dynamics NAV. Our relationships are long-term, and our clients report that they have boosted efficiency, solved business problems, and had fun in the process! 

Let the experts help you tap into the true power of your BC / NAV system. 

You're struggling with challenges, and you know your Business Central / NAV ERP solution can help, but you're not sure how. We do. Whatever you're challenged with or searching for, we've been there – as a user and partner. You won't find the level of no-nonsense, front-line experience we offer anywhere else, and we're here to put that experience to work for you. 

✅ Why Choose New View?

With our team's average of 15 years of real-world BC / NAV partner and end-user experience, we know where to look and what to ask to discover how to make your BC / NAV investment work better for you.

Contact us today: https://getyournewview.com/services/

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