Dynamics 365 Positive Pay File Generation for Payroll

Positive Pay Formats for setting up AP

Today’s topic is Fraud Prevention.  The specific tool on the topic of Fraud Prevention is Positive Pay, sometimes referred to as SafePay.  You’re thinking, that’s not new!  Dynamics AX has had that for a while.  The cool part is that it is, as the advertising industry likes to say, “New and Improved” for Dynamics 365…

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Dynamics AX Affordable Care Act (aka Obamacare) Reporting Requirements

setting up Affordable Care Act Dynamics AX

At the moment, in spite of the promises to repeal Obamacare, employers are required by law to report to the government regarding health care coverage for employees, and Microsoft has addressed that requirement. Microsoft has been providing more and more functionality in Dynamics AX over time to enable companies to meet the Affordable Care Act…

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How to Update Dynamics AX US Payroll Taxes

downloading dynamics ax payroll tax update

Microsoft now provides the necessary US Payroll tax data as a download, enabling Dynamics AX users to keep current via the CustomerSource site. A standard Dynamics AX periodic job can then be used to update the Payroll tax data. This is huge! No longer is a Tax Update required to be performed during system downtime…

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Microsoft Dynamics AX Position Distribution Templates

Financial dimension default templates in dynamics ax

In today’s economic climate many employees simultaneously perform duties and tasks for multiple positions within a single organization. As a result, accountants may have to post adjusting accrual entries to allocate payroll costs to the correct cost center and/or department. Microsoft Dynamics AX offers a feature that allows a distribution template to be associated to…

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Microsoft Dynamics AX 2012 R2 Retirement Benefits Plans – Part 1

Define benefit types dynamics ax

New in the CU7 update for Microsoft Dynamics AX 2012 R2, is the ability to set up a benefit plan that automatically calculates the employer contribution. A benefit plan can be used for retirement investments, medical insurance, worker compensation plans, and parking benefits. For the basis of this blog, we will be specifically focusing in…

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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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Payroll Garnishments and Tax Levy Setup in Microsoft Dynamics AX

payroll garnishments in dynamics ax

Microsoft Dynamics AX 2012 R3 and R2* can be setup with mandatory payroll deductions for garnishments (i.e. child support order) and tax levies. In AX 2102 R3 and R2* setup can be performed using the same forms and controls utilized to setup payroll benefits. This simplifies data entry.  Then one can setup disposable income requirements…

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Importing Earnings Statements for Payroll Processing in AX 2012

Many businesses that use Microsoft Dynamics AX 2012 R2, R3 (AX 2012) for their Financials have external time sheet systems that record and track employee hours. However, the business would like to process payroll in AX 2012. AX 2012 R2, R3 has a standard Application Integration Framework (AIF) document service that can be setup and…

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