Top 20 AX Finance Tips & Tricks

Laura Cooper, CPA, CGA

Sheldon Basch, CPA, CMA

Role Center

Account Categories and KPIs

Advanced Rule Structures

Financial Dimension Sets

Splitting Fiscal Periods

Create a Customer Template

Private Journals

Allocations - Periodic

Allocations - Automatic

Journal Setup Options

Fixed Asset Numbers by Group

Automatic Depreciation Substitution

Invoice Account

Multi-company Collections

Task Recorder

Add a Table in the Select Criteria for Reports

Export to Excel from Grid

Relocate / Rename Fields

Excel Add-in for Mass Updates

Analysis Cubes

Questions?

Contacts:

Laura Cooper, CPA, CGA

Senior Consultant

lacooper@bdo.ca

Sheldon Basch, CPA, CMA

Consultant

sbasch@bdo.ca