General Journal Import in Microsoft Dynamics AX 2012

General Journal Import in Microsoft Dynamics AX

Today we will discuss the persistent challenge common with many Dynamics AX implementations. On numerous occasions, a requirement exists to import financial transactions from external sources (for example, 3rd party payroll service). Dynamics AX 2012 provides standard functionality to setup the data load option using Data Import/Export Framework (see the MSDN blog posting with instructions https://blogs.msdn.microsoft.com/axsupport/2014/07/17/importing-a-general-journal-using-data-importexport-framework-ax-2012/).…

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Microsoft Dynamics AX 2012 R3 – Performance Improvements for Transfer of Opening Balances to a New Fiscal Year in Multiple Legal Entities Simultaneously

Dynamics AX Opening Balances

The Microsoft Dynamics AX 2012 R3 release has some performance improvements built in for transferring opening balances to the new fiscal year for multiple legal entities simultaneously. Before R3 release, transferring of opening balances for multiple companies, one at a time caused performance issues. The transfer of opening balances deletes the balances from all legal…

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Microsoft Dynamics AX 2012 Import Payroll General Journal (GL) Entries

Select Service Operations Dynamics AX

Many businesses that use Microsoft Dynamics AX 2012 use third party vendors for their payroll processing and have a requirement on a weekly, bi-weekly, or monthly basis to import the General Ledger entries related to Payroll into AX 2012.  A simple solution for importing the Payroll ledger data is to use Microsoft’s Excel Add-in tool…

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GL Setup for Main Accounts in Microsoft Dynamics AX 2012

GL Setup for main accounts dynamics ax

In Microsoft Dynamics AX 2012 R2 and R3 there are some fields on the General ledger>Common>Main accounts that must be configured for each legal entity (Company).  Also there are some fields on the Main account that cannot be configured for the legal entity but are configured at the Chart of accounts level.  Of course, the…

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