Setting up the chart of accounts

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The following topics provide information about setting up the chart of accounts:

About the chart of accounts

About main account types

Create a main account

Create a financial dimension

Create consolidation groups and additional consolidation accounts

Set up a chart of accounts

About the Configure account structures form

Set up a ledger account alias

Set up main account categories

Main account categories and analysis cubes

Create advanced account structures and rules for a chart of accounts

Create advanced account structures and rules for budget planning

Link main accounts to main account categories

Create a financial dimension default template

Create a financial dimension set

(SWE) Set up SRU codes for ledger accounts

(ESP) Import main accounts into a chart of accounts