S4 EP04 - Process Improvement with Banking with Kerry Peters & Cynthia Priebe

<p><span style="font-weight: 400;">It's money coming in and money going out. Let's talk about banking and how organizations handle automation. </span></p> <p><span style="font-weight: 400;">In this episode, we sit with NVS consultant Cynthia Priebe to share her specific expertise in helping clients with accounting automation, finance functions, documentation, and deep knowledge of all things Microsoft Dynamics 365 Business Central/NAV.</span></p> <p><strong>Essential points covered in this episode:</strong></p> <p><span style="font-weight: 400;">✔️</span> <strong>Granite Award winner Cynthia Priebe shares that there's no absolute hold of all knowledge.</strong> <span style="font-weight: 400;">Teaching and consulting from years of experience in solving tough problems with BC/NAV, she cites the importance of always being open to asking questions and taking every problem as a continuous learning process.</span></p> <p><span style="font-weight: 400;">✔️</span> <strong>Empower your teams by getting them the right information and guidance to maximize your BC/NAV system.</strong> <span style= "font-weight: 400;">Often, there are small tips and hacks that not many know exist or know how to use that can make the biggest improvement in your daily operations.</span></p> <p><strong>✔️ How automated should you be?</strong> <span style= "font-weight: 400;">When we talk about bank reconciliation with the BC/NAV ecosystem, users can have different ideas of how effective and at what level of automation they already are. </span></p> <p><span style="font-weight: 400;">✔️</span> <strong>Priebe shares the features for Auto Match and how its features work when using deposits</strong><span style="font-weight: 400;">. It doesn't have that extreme time savings if you have each check you've received as an individual line, yet it makes for efficient bank reconciliation. </span></p> <p><span style="font-weight: 400;">✔️ Knowing we don't know everything, the best way is to learn more.</span> <strong>This can not be more true in terms of alwa