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Online Training on
Microsoft Dynamics AX
Financials
CONTACT US:
MAGNIFIC TRAINING
INDIA +91-9052666559
USA : +1-678-693-3475
Email at : info@magnifictraining.com
For more details
Visit : www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

AGENDA
•
•
•
•
•
•
•
•

General Ledger Setup and Daily Procedures
Chart of Accounts
Journal Setup
Financial Features
Sales Tax Setup
Bank Management Setup
Accounts Payable Setup and Daily Procedures
Accounts Receivable Setup and Daily Procedures
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

General Ledger Setup and Daily Procedures
Currency and Exchange Rate Setup
Periods and Fiscal Year Setup
Date Intervals
Reason Codes
Dimensions
Dimension Focus
Generated Allocations

www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials
 Create General Ledger Journals
 Enter General Ledger Journal Transactions
 Create Journal Batch Processing
 Create Approval Journals
 Create and Use Voucher Templates
 Create and Retrieve Periodic Journals
 General Ledger Transaction Reversal
 Create and Use General Ledger Reversing Entries
 Inquire and Report on Daily Journal Transactions
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

Chart of Accounts and Journal setup
Ledger Account Categories
Chart of Accounts
Account Allocation Terms
System Accounts
Inquiries and Reports Related to the Chart of
Accounts
Journal Setup
Journal Controls
Journal Texts
Balance Control Accounts
General Ledger Parameters
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

Financial Features and Sales Tax Set Up

Reason Codes
Fill Utility
Sales Tax Overview
Create Ledger Posting Groups
Create Sales Tax Authorities
Create Sales Tax Settelements Periods
Create Sales Tax Codes
Create Sales Tax Codes Intervals
Create Sales Tax Group
Create Sales Tax Transactions
Create Sales Tax Exempt Data
Calculate and post withholding Sales Tax
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

Bank Management Setup
 Bank Transaction Types
 Bank Transaction Groups
 Bank Management Parameters
 Payment Purpose Codes
 Bank Groups
 Bank Accounts
 Check Layout
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

Accounts Payable Setup
Payment Schedule
Terms of Payment
Payment Days
Cash Discount
Payment Fee
Methods of Payment
Vendor Groups
Accounts Payable Posting Profiles
Account payable vendors
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

Accounts Payable Daily Procedures
Invoice Journals in Accounts Payable
Invoice Register
Invoice Approval Journal
Invoice Pool Excluding Posting
Invoice Journal
Voucher Template
Payment Journals
Invoice Matching
Edit Open Transactions
Reverse a Closed Transaction
Print Management
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

Accounts Receivable Setup
Payment Schedule
Terms of Payment
Payment Days
Cash Discount
Payment Fee
Methods of Payment
Customer Groups
Accounts Receivable Posting Profiles
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

Accounts Receivable Daily Procedures
Customer Process Overview
Create a Free Text Invoice
Create a Payment Journal
Edit open Transactions
Place a Transaction on Hold
Reverse Settelements
Reimburse a customer
Use Reasons Codes in Accounts
Receivable
Work with Print Management in Accounts
Receivable
www. magnifictraining.com
Online Training on Microsoft Dynamics AX
Financials

www. magnifictraining.com

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Msdynamics ax financials online training

  • 1. Online Training on Microsoft Dynamics AX Financials CONTACT US: MAGNIFIC TRAINING INDIA +91-9052666559 USA : +1-678-693-3475 Email at : info@magnifictraining.com For more details Visit : www. magnifictraining.com
  • 2. Online Training on Microsoft Dynamics AX Financials AGENDA • • • • • • • • General Ledger Setup and Daily Procedures Chart of Accounts Journal Setup Financial Features Sales Tax Setup Bank Management Setup Accounts Payable Setup and Daily Procedures Accounts Receivable Setup and Daily Procedures www. magnifictraining.com
  • 3. Online Training on Microsoft Dynamics AX Financials General Ledger Setup and Daily Procedures Currency and Exchange Rate Setup Periods and Fiscal Year Setup Date Intervals Reason Codes Dimensions Dimension Focus Generated Allocations www. magnifictraining.com
  • 4. Online Training on Microsoft Dynamics AX Financials  Create General Ledger Journals  Enter General Ledger Journal Transactions  Create Journal Batch Processing  Create Approval Journals  Create and Use Voucher Templates  Create and Retrieve Periodic Journals  General Ledger Transaction Reversal  Create and Use General Ledger Reversing Entries  Inquire and Report on Daily Journal Transactions www. magnifictraining.com
  • 5. Online Training on Microsoft Dynamics AX Financials Chart of Accounts and Journal setup Ledger Account Categories Chart of Accounts Account Allocation Terms System Accounts Inquiries and Reports Related to the Chart of Accounts Journal Setup Journal Controls Journal Texts Balance Control Accounts General Ledger Parameters www. magnifictraining.com
  • 6. Online Training on Microsoft Dynamics AX Financials Financial Features and Sales Tax Set Up Reason Codes Fill Utility Sales Tax Overview Create Ledger Posting Groups Create Sales Tax Authorities Create Sales Tax Settelements Periods Create Sales Tax Codes Create Sales Tax Codes Intervals Create Sales Tax Group Create Sales Tax Transactions Create Sales Tax Exempt Data Calculate and post withholding Sales Tax www. magnifictraining.com
  • 7. Online Training on Microsoft Dynamics AX Financials Bank Management Setup  Bank Transaction Types  Bank Transaction Groups  Bank Management Parameters  Payment Purpose Codes  Bank Groups  Bank Accounts  Check Layout www. magnifictraining.com
  • 8. Online Training on Microsoft Dynamics AX Financials Accounts Payable Setup Payment Schedule Terms of Payment Payment Days Cash Discount Payment Fee Methods of Payment Vendor Groups Accounts Payable Posting Profiles Account payable vendors www. magnifictraining.com
  • 9. Online Training on Microsoft Dynamics AX Financials Accounts Payable Daily Procedures Invoice Journals in Accounts Payable Invoice Register Invoice Approval Journal Invoice Pool Excluding Posting Invoice Journal Voucher Template Payment Journals Invoice Matching Edit Open Transactions Reverse a Closed Transaction Print Management www. magnifictraining.com
  • 10. Online Training on Microsoft Dynamics AX Financials Accounts Receivable Setup Payment Schedule Terms of Payment Payment Days Cash Discount Payment Fee Methods of Payment Customer Groups Accounts Receivable Posting Profiles www. magnifictraining.com
  • 11. Online Training on Microsoft Dynamics AX Financials Accounts Receivable Daily Procedures Customer Process Overview Create a Free Text Invoice Create a Payment Journal Edit open Transactions Place a Transaction on Hold Reverse Settelements Reimburse a customer Use Reasons Codes in Accounts Receivable Work with Print Management in Accounts Receivable www. magnifictraining.com
  • 12. Online Training on Microsoft Dynamics AX Financials www. magnifictraining.com