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Financial Statements

What's New in Navigator 8.2

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Navigator Reports

Navigator Requirements

Taking the Next Step

Navigator Version 8.2 has just been released!. Don't let the small upgrade number fool you — Navigator 8.2 has many new features to make you more productive. Upgrade to Navigator 8.2 today to take advantage of the most powerful version of Navigator software ever offered!

Client Testimonials

"Navigator has been an invaluable tool in our practice. It has been a real time-saver in tracking portfolios for our clients. "

Lynne Kaplan, CPA and Partner, Gross
Kaplan and Osiol, LLC

See More Client Testimonials >

Track All of Your Financial Data

Income Statements
Cash Flow Projections
Balance Sheet
Tax Schedules
Investment Listings
Transaction Entries
Transactions by Account
Transactions by Payee/Payor
Chart of Accounts
Payee or Payor Names

Create Meaningful Reports

Balance Sheets
Income Statements
Cash Flow Analysis
Investment Analysis
Performance Reporting
Multi-year/Multi-Entity Reports
Tax Schedules

Handle All Your Accounting Needs

General Ledger
Journals
Bill Payment
Budgeting

Retrieve Data Electronically:

Brokerage Accounts
Banks
Credit Card Companies

Outsource the Data Entry to FNI

No Need for Clerical Staff
Access to Reports Online

The powerful features in Navigator 8.2 required major changes in the database that holds your financial information. For current clients, therefore, Navigator 8.2 requires you to install new upgrades to some of your add-on modules to work with your data. All users on Annual Maintenance will receive these upgrades along with Navigator 8.2. Once you convert to Navigator 8.2, your data will no longer work with any previous editions of Navigator, but, any data created by a previous version can be read with Navigator 8.2.

Navigator 8.2 Does More Your Way

Navigator 8.2 brings you more power, security, and convenience than ever before. This new version provides powerful new features to substantially enhance the use and capability of Navigator.

Prevent Access to Closed Months

You can now prevent unauthorized users from going back to prior months and changing data. Use this feature in conjunction with User Profiles to make your FN data more secure.

Control User Functions

Navigator 8.2 introduces User Profiles. You control each user's access to FN, give users the capability to View, Add, Change, or Delete depending on the function.

SOE users can have up to two user profiles, one of which is the administrator. POE users can have an unlimited number of user profiles. With user profiles the administrator of FN can:

Limit access to sensitive information.
Create checks and balances within the system.
Close months, preventing fraudulent entries.
Disperse knowledge on a need to know basis.

Every function found in FN's toolbars and menus can be managed to give each user individual capabilities. Be general or specific in delegating permissions depending on your management needs.

Store Multiple Qualifiers

You can now list multiple qualifiers each time you need a report with multiple qualifiers. If you use the same set of qualifiers frequently, it is easier to create a Qualifier Table.

Store Separate qualifier tables for each situation, for example:

Multiple real estate investments or private equities.
Stocks help with different brokers but of the same industry or sector.

Print Cleaner, More Informative Reports

New features in FN 8.2 display pertinent information on reports. The user now has the option to display the FN account numbers on balance sheets, income statements, and other tax schedules.

With FN 8.2 you can:

Show account numbers in all reports that show detail account names.
Add a percent column to Summary Reports.
View percent of Marketable Investments by Format Type.
Adjust percentage decimal places.
View Security Analysis by Symbol, great for multiple portfolios.

Export to Excel

The Excel button on the toolbar allows the user to export reports to Microsoft Excel®. Here the user can change the numbers and perform further analysis without affecting their data files.

Save to PDF

The PDF button on the toolbar gives the user the ability to save the report they have created as a PDF. Useful when you want others to view the report electronically but they do not have FN installed on their computers.

Use Two Monitors

You can increase your work productivity by expanding the size of your desktop. Work on more than one task at a time by moving items from one monitor to another or stretching them across multiple monitors. Edit a report on one monitor while viewing transaction activity on another. Or, open multiple pages of a single, long document and drag them across several monitors to easily view the layout of numbers and text.

Use Navigator Online

With this new version, you can use the add-on module Navigator Online to run FN. This means computers at a remote office, a client's home or office, or an advisor's laptop in the field can access FN over the Internet. All the features of FN are available to each user, no matter where the user is located. (POE only)

As with prior editions, Navigator 8.2 is offered in two editions:

Professional Office for financial professionals, multi-family offices, large traditional family offices, and other users managing very complex financial situations.

Standard Office for financial professionals, family offices, and other users managing complex financial situations.

Summary of Enhancements:

Prevent Access to Closed Months – Lock down previous months to prevent changes to data.
Control User Functions – Control the functions each user is allowed to perform. This allows an administrator to restrict access on a function-by-function basis to authorized users only.
Store Multiple Qualifiers – Use the new Qualifier Tables to eliminate tedious re-entry of account qualifier lists.
Print Cleaner Reports – Use an expanded view for enhanced control.
Add Account Numbers – Print more meaningful reports by including account numbers on tax reports, balance sheets and income statements.
Export to Excel – Use a single click to export your reports automatically into Microsoft Excel®.
Save to PDF – Use one click to save reports directly to the popular PDF format for easy distributions and archiving.
Support for multiple monitors – Increase work productivity by expanding the size of your desktop.
Use Navigator Online – License this new add-on module to access FN remotely. Enter data, view, and print reports from any location with Internet access.

Find out about system specifications and requirements.