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 gives the details of the information that is displayed on that Role Center.
Accountant
This Role Center provides access to key tasks, activities, and business data 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 (DOC 146 KB)
Accounting Manager
This Role Center provides access to key tasks, activities, and business data 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 (DOC 164 KB)
Accounts Payable Coordinator
This Role Center provides access to key tasks, activities, and business data related to accounts payable. Common tasks for this role might include processing vendor invoices, paying bills, reconciling bank accounts, working with vendors, and assisting 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 (DOC 136 KB)
Accounts Receivable Administrator
This Role Center provides access to key tasks, activities, and business data related to accounts receivable. Common tasks for this role might include entering sales invoices, processing cash receipts, preparing collection letters, assisting 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 (DOC 135 KB)
Bookkeeper
This Role Center provides access to key tasks, activities, and business data 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 (DOC 154 KB)
Chief Executive Officer
This Role Center provides access to key tasks, activities, and business data 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 (DOC 116 KB)
Chief Financial Officer
This Role Center provides access to key tasks, activities, and business data 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 (DOC 145 KB)
Controller
This Role Center provides access to key tasks, activities, and business data related to day-to-day business operations. Common tasks for this role might include overseeing the daily details of running the business, reporting the 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 (DOC 182 KB)
Credit and Collections Manager
This Role Center provides access to key tasks, activities, and business data 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, assisting 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 (DOC 162 KB)
Note
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.
