AXUG Academy Cash And Bank Management Configuration Class

By Rich Beliveau posted Feb 12, 2015 09:57 AM


A note from Murray Fife, AX MVP & Academy Instructor:

I just wanted to drop you all a quick note to tell you that there are still a couple of spaces left in the AXUG Academy Class that I am teaching tomorrow, 2/13/15, on Cash & Bank Management within Dynamics AX 2012. 

 Don’t be fooled by the title, in this class we will be going through, Cash Management is a cool feature within Dynamics AX, and we will be stepping through:

  • Configuring Bank Management Controls

  • Configuring Bank Accounts

  • Configuring Advanced Bank Reconciliation

  • Configuring Positive Pay

 Along the way you will be

  • creating workflows for the approvals of the cash management transaction

  • setting up automatic statement matching rules

  • and also dipping into AOT to create automatic bank statement uploads

 As a door prize you will get a free copy of the 400 page companion book that this course is based around.


Here is the link for more information:

 But wait, there’s more!

 Additionally you will also get access to all of the labs that are worked through within the class for your own training – this is the only way to get access to the labs and training content right now.


Last month the Configuring The General Ledger class was sold out with people waiting outside the doors at the last minute so if you want to spend a couple of hours with hands on examples of how to set up the Cash & Bank Module within Dynamics AX then act fast.  Here is the link for you to register for the class. 

AXUG Academy Configuration Series – Cash Management Setup
Friday, February 13, 2015 (12:45 PM) to Friday, February 13, 2015 (5:00 PM) (Eastern Time)

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1 comment



Apr 26, 2018 08:48 AM

​I am looking for something like this online. I am interested in using this module but I do not know anything about it or how to use it. Are there are resources available to gain this information?