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RE: How to generate the income statement and balance sheet in NAV 2009

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Hi Jody,

If you use Account Schedules then you would need to design them yourself based on your specific chart of accounts and desired layout.  There are many excellent resources available for learning how to do this, including blogs posted by other Community members such as:

dynamicsnavfinancials.com/.../dynamicsnavfinancials-blog-celebrates-one-year-with-top-20-postings

Just try using the handy Search feature on this site and you will be amazed at the information available to you.  If you are working with a Microsoft Dynamics Partner then they should also be able to guide you in finding the appropriate training.

You will not find 'custom NAV reports" in the menu, I was just alluding to the fact that you or your Partner may have already created custom reports for generating financial statements.  It's not common to do so, but I'm not familiar with your specific situation.

Jet Reports is a family of products for producing reports in Excel and can pull data from various sources including NAV.  There is a free version called Jet Express for licensed NAV users, and you can also easily find their website by searching on the web, for your convenience here is a link:

http://jetreport.com/

Regards,

Rob


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