I remember when Dynamics AX 2012 first came out and I was so excited to see the new Chart of Accounts Structure window. It was beautiful, intuitive and gave more flexibility and visibility than previous versions offered. I was in sweet, sweet accounting software love. Come on.  Just TRY to not love that window.  I […]

*This post was written for Dynamics 365 for Financials but the content also applies to Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to the NAV solution. Integrating data sources into your financial system is a great way to automate the flow of information […]

Have you ever needed to use the Financial Dimensions button for invoice pools in Dynamics AX? On a client site recently, using Dynamics AX 2012 R3, we encountered a puzzling situation that took some perseverance to get past. On the Invoice pool inquiry form (Accounts Payable > Inquiries > Invoice pool), which is a form […]

*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials. When transactions are created within Dynamics NAV that […]

*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials. Bank Reconciliation is an important step in ensuring […]

The purpose of this article is to explain how dates are used in the Vendor aging report and payment proposals in Dynamics AX 2012. How to use dates for the Vendor aging report: The “Start Date” determines the buckets across the top The “Due date” refers to the due date of the invoice Scenario: On […]

With the year at completion, it is time to think about processing a year-end close in AX. Dynamics AX has a different year-end close than most systems, as you are able to run it as many times as you need. In other systems when processing a year-end close, once you do it, there is no […]

*This post was written for Dynamics NAV but the content directly applies to Dynamics 365 for Financials, which is the cloud product based on Dynamics NAV. You may notice some slight differences in the screenshots, but the information and steps are directly applicable to Dynamics 365 for Financials. The steps required to close a fiscal year […]

There is a multitude of 1099’s processed in January. Here is the basic information you need to know in order to set up 1099 software vendor information in Dynamics AX 2012. One of the fields required by the Internal Revenue Service when filing 1099 information electronically is information regarding who the software vendor is that […]

Have you ever found yourself applying the same filter to a list page in Microsoft Dynamics AX 2012 over and over? If so, this quick and easy tip will save you a lot of time. First, go to your list page in Dynamics AX 2012 and apply your standard filter. I usually use the grid […]