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Finance Role Centers for Microsoft Dynamics AX 2009

The following Finance Role Centers are included with Microsoft Dynamics AX by default. You can view information about each Role Center, and then download a document that is displayed on that Role Center.

NoteNote

Users are assigned to Role Centers based on user profiles, which are sets of default information for a specific role in the organization. Each user is assigned to a user profile, and a Role Center is specified for each profile. For more information, see the System and Application Setup Help in Microsoft Dynamics AX.


This Role Center provides access to key tasks, activities, and business data that are related to daily accounting work. Common tasks for this role might include managing and maintaining the general ledger, managing fixed assets and bank accounts, and performing auditing services.

Role Center page name: EPAccountantRoleCenter

Associated default user profile: Accountant

More information: Download the Accountant Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to accounting management. Common tasks for this role might include reviewing and approving payroll transactions, bank transactions, accounts payable, and accounts receivable, processing general ledger transactions, managing the accounting department, and managing month-end and year-end processes.

Role Center page name: EPAccountingManagerRoleCenter

Associated default user profile: AccountingManager

More information: Download the Accounting Manager Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to accounts payable. Common tasks for this role might include processing vendor invoices, paying bills, reconciling bank accounts, working with vendors, and helping with payables month-end and year-end closing procedures.

Role Center page name: EPAccountsPayableRoleCenter

Associated default user profile: APCoordinator

More information: Download the Accounts Payable Coordinator Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to accounts receivable. Common tasks for this role might include entering sales invoices, processing cash receipts, preparing collection letters, helping with receivables month-end and year-end closing procedures, and importing bank files for customer payments.

Role Center page name: EPAccountsReceivableRoleCenter

Associated default user profile: ARAdministrator

More information: Download the Accounts Receivable Administrator Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to financial bookkeeping. Common tasks for this role might include creating and paying vendor invoices, creating sales invoices, billing customers, recording customer payments, depositing payments into bank accounts, reconciling bank statements, printing financial statements, and closing the books at the end of the month.

Role Center page name: EPBookkeeperRoleCenter

Associated default user profile: Bookkeeper

More information: Download the Bookkeeper Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to the overall performance of an organization. Common tasks for this role might include focusing on increasing profits, reducing costs, growing the business, monitoring the gross margin and operating profit, participating in discussions and decisions, and reviewing finance and operations reports.

Role Center page name: EPCEORoleCenter

Associated default user profile: CEO

More information: Download the CEO Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to the overall financial performance of an organization. Common tasks for this role might include monitoring, tracking, and implementing the organization's financial goals (such as financial analysis and forecasting), reviewing the organization's processes, reviewing financial reports, providing or preparing financial overview presentations, reviewing and approving prospective clients, reviewing the closing of books, reviewing and approving finances and changes, and managing the finance staff.

Role Center page name: EPChiefFinancialOfficerRoleCenter

Associated default user profile: CFO

More information: Download the CFO Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to day-to-day business operations. Common tasks for this role might include overseeing the daily details of running the business, reporting monthly summaries, researching specific aspects of the organization to provide the necessary financial data for strategic decision-making, and ensuring the accuracy of and assessing the daily financial health of the organization.

Role Center page name: EPControllerRoleCenter

Associated default user profile: Controller

More information: Download the Controller Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to credit and collections management. Common tasks for this role might include managing customer debts, processing and collecting late fees, negotiating and setting up customer payment schedules, helping in the recovery of debts through legal proceedings, running credit checks, generating customer statements, and writing off bad debts.

Role Center page name: EPCreditandCollectionsManagerRoleCenter

Associated default user profile: CreditCollectManager

More information: Download the Credit and Collections Manager Role Center details

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