Role Center reference for Microsoft Dynamics AX

Role Center reference for Microsoft Dynamics AX

Role Centers are default home pages that provide an overview of information that pertains to your work, such as your work list, activities, frequently used links, and key business intelligence information.

This reference contains information about each of the default Role Centers that are shipped with Microsoft Dynamics AX. To browse the Role Centers for each functional area, click the links below. You can view a brief overview of the roles, and then download a document that includes details about the default information that is displayed on the Role Center for that role.

You can use these documents as references to learn more about the Role Center information, and to help plan for any modifications that you might want to make.

You can use Role Centers with both the Microsoft Dynamics AX Windows client and the Enterprise Portal Web-based client. For more information about Role Centers, such as how to modify the pages to fit your needs, see the Role Centers information in the Applications and Business Processes Help within Microsoft Dynamics AX, or the Enterprise Portal Help.

Note
This reference will be updated with additional Role Center information as it becomes available.

Role centers

Finance Role Centers for Microsoft Dynamics AX

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)