Crowe Ledger Period Manager for Microsoft Dynamics 365™ and Microsoft Dynamics™ AX
The Crowe Ledger Period Manager was designed by our finance experts to help better manage the period opening and closing process, especially for organizations with multiple AX companies. With this app, you can easily create a period opening and closing schedule so users are granted access immediately upon the start of a period. You also have the ability to restrict access by department or user group for previous periods, eliminating financial entry errors.Download PDF Overview
Improve period management across multiple AX companies by automating the opening and closing of periods
Avoid costly delays to the start of business in a new period by granting access immediately at the start of a period
Supports a growing organization’s increasing allocation requirements
Seamlessly Manage Your Period Opening and Closing Process.
Request a demo to see what the Crowe Ledger Period Manager can do for you.
- Create a schedule to automate the opening and closing of periods
- Assign a calendar to individual companies to ensure period openings and closings are automated at the company level
- Generate user groups and grant or restrict period access based on department or user group
- Create a yearly calendar to automate period opening and closing dates
- Manage period access in a single view
- Set up period access by department or user group
Q: How can I set up parameters for a year to ensure the first day of a period doesn’t fall on a weekend?
A: The app calendar functionality allows you to configure the entire financial calendar in advance based on your organization’s specific needs.
Q: Can I create a calendar for each of our AX companies and view each calendar inside the app?
A: Yes, if you have multiple AX companies, you can create a calendar for each company and manage the calendar and period access directly inside the app.
Explore what Crowe Ledger Period Manager can do for you
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