top 20 ax finance tips & tricks | laura cooper and sheldon basch
TRANSCRIPT
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
Sheldon Basch, CPA, CMA
Consultant