S8 EP2: Bank Reconciliation with Cari Corozza

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In this episode, Cari Corozza discusses how companies can use Business Central for bank reconciliations, the common problems it can address, and what you need to know before incorporating it into your business.

Essential points covered in this episode:

✔️ Have the right bank transaction format. This allows you to do the assisted setup to import bank transactions, which can be done in as quick as 30 seconds.

✔️ Don’t dump things in Excel! You don’t have to go through every transaction line by line. With a CSV format of your data, the assisted setup wizard and auto-match feature of Business Central can make things easier.

✔️ Record transactions in the same way your bank does it. Be it a 1-on-1 or a many-to-many payment, this adjustment creates a seamless data presentation.

✔️ Save time and effort. Using Business Central for your bank reconciliations eliminates manual matching. See all your data organized in one place!

✔️ Know your approach. Before making that jump to Business Central, be clear with your plan to avoid creating too much work for yourself. The experts at New View Strategies can help you get started.

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For the past decade, Cari Corozza has relished driving smarter processes and more efficiencies with the accounting and finance teams she’s worked with, developing a deep background in month-end reporting, accounts payable, and financial consolidation. She is a Certified Public Accountant and an experienced Microsoft Dynamics NAV User. As a trainer with New View Strategies, she enjoys sharing her past NAV experience to guide other users toward finding the best way to accomplish daily and monthly tasks and goals. Cari is a Microsoft Certified Trainer and holds the Microsoft Office Specialist: Excel Expert credential.

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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!

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