Kristy Loeks
Kristy is a Functional Consultant focused on financials, human resources and payroll. She has 17 years of experience in consulting and public accounting as an auditor and controller. Kristy is a CPA and a CAPM with extensive project management experience.
by Kristy Loeks | Updated August 15, 2016 | Dynamics AX, Financials
In my first post discussing Allocation Rules vs. Ledger Allocation Rules in AX 2012 – Part 1, I went over setting up allocation rules, resources and destinations as well as providing some practical information on the subject. Below you’ll find a refresher...
by Kristy Loeks | Updated August 15, 2016 | Dynamics AX, Financials
Many businesses need the ability to allocate transaction or account amounts across multiple accounts or account/dimension combinations. AX delivers functionality to automatically calculate and allocate transaction amounts prior to posting, and to automatically...
by Kristy Loeks | Updated February 3, 2020 | Accounts Payable, Dynamics AX, Human Resources, Payroll
Microsoft Dynamics AX R2 brought with it a re-write of the payroll functionality. While there is much about the functionality that I like, one thing I continue to find confusing is the integration of payroll to the other modules. Payroll payments to workers are...
by Kristy Loeks | Updated August 15, 2016 | Dynamics AX, User Tips and Tricks
The Navigation Pane within Microsoft Dynamics AX should feel very familiar – the feature is meant to mimic the Navigation Pane within Outlook. Did you know you have some options for personalization of the Navigation Pane – options you can set yourself,...
by Kristy Loeks | Updated August 15, 2016 | Dynamics AX, User Tips and Tricks
Ever noticed that status bar at the bottom of your Microsoft Dynamics AX application and individual AX windows? Do you know what those fields mean? Did you know you can personalize that status bar to include only information important to you? ...
