April 14-17, 2024

Directions North America 2024

Sheraton San Diego Hotel & Marina

Directions NA 2024 was the largest yet, with a turnout of 1,286 attendees, of which 346 were first-timers. The event hosted 291 sessions and workshops for the attendees who represented 30 countries, 42 states and 6 Canadian provinces.

04-14-2024

Speed down the Runway and Take off with CoPilot Features in Bank Reconciliation

04:15 PM - 05:00 PM Coral 3 Back to event schedule

Buckle your seat belts and see how Copilot enhances bank reconciliations. What as AI flies through with more matching of transaction than ever before. See how AI and machine learning help automate the coding of recurring entries. Super easy steps change the entire bank reconciliation experience for the better. Join us for this new high flying flight experience and earn your wings!

Speakers:

Kim Dallefeld, MVP, MCT

Senior Consultant

NAV Consultant certified in Dynamics NAV 28 years ago. Now an MVP, MCT, MCP. My goal is to empower companies to get the most out of NAV or BC. Combining years of NAV/BC practical knowledge with accounting, consulting and development background, I bring a unique set of skills rarely found in a technically oriented individual.

Bridging gaps; that's my forte. Identifying what users really need/want in BC to gets the blueprint. Preparing a detailed comparison of user's needs versus what BC 'out-of-the-box' will do, lays the foundation of the project. Assisting analysts in how to configure BC to meet the user's requirements is the plumbing and electrical for the system. My developer skills let me build the walls to meet the user requests and so that developers put a roof on correctly! Then I can manage the project and provide communication to keep work on track, on time and on budget,

Let's build a system that's your best.

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