Dynamics AX: Charts of Accounts Setup Guide

By erpdocs | March 13, 2016

Chart of Accounts in Microsoft Dynamics AX captures financial information to make good financial decisions. An account number is assigned each account as a unique identifier.
The chart of accounts is shared and is a list of main accounts and account structures that define a chart of accounts in use by one or more

This step by step guide explains following procedures in Microsoft Dynamics AX;

  • Create, edit, close, or delete Main account categories
  • Create a new account in the Chart of Accounts (COA)
  • Define main account information
  • Define administration information for the main chart of accounts
  • Define setup information for the main chart of accounts
  • Set up account structures
  • Set up advanced rules
  • Create a ledger
  • Set up accounts for automatic transactions
  • View inquiries and reports related to the Chart of Accounts

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