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Microsoft Dynamics AX Financials online training 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
Microsoft Dynamics AX Financials online training 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
Microsoft Dynamics AX Financials online training • 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
Microsoft Dynamics AX Financials online training 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
Microsoft Dynamics AX Financials online training 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
Microsoft Dynamics AX Financials online training Bank Management Setup • Bank Transaction Types • Bank Transaction Groups • Bank Management Parameters • Payment Purpose Codes • Bank Groups • Bank Accounts • Check Layout
Microsoft Dynamics AX Financials online training 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
Microsoft Dynamics AX Financials online training 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
Microsoft Dynamics AX Financials online training Accounts Receivable Setup • Payment Schedule • Terms of Payment • Payment Days • Cash Discount • Payment Fee • Methods of Payment • Customer Groups • Accounts Receivable Posting Profiles
Microsoft Dynamics AX Financials online training 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