AX Software Bank & Cash App
D365 Bank Integration and cash management applications by AX Software turn complex cash management tasks into simple processes. Over 600 bank formats allow your Dynamics ERP and bank to communicate seamlessly. An intuitive and efficient user interface, designed in line with D365 policy increases productivity and automates clerical tasks.
AX Software supports direct and manual bank communication, depending upon which type of communication is supported by your bank.
Banking Options
Direct integration, sometimes referred to as web service or SFTP, is the preferred communication form as all communication between the bank and ERP is fully automatic.
Manual integration is the traditional way of exchanging banking files between ERP and your bank, although this requires files to be saved to your local hardware before they can be imported to the ERP system.
AX Software Bank Automation
The application can ‘auto-match’ structured and unstructured customer payments with an easily adjustable auto-match logic and parameters.
Vendor Payments are facilitated with intelligent payment proposal and automatic payment type selector based on data available.
The application can provide your own dedicated XTendLink web service, ring fenced from the outside World. This means you can tailor the security and role permissions to a more complex level. It also means you control maintenance windows and updates going forward. There is no limit on journal sizes or users in XTendLink.
Why It Makes Sense
AX Software D365 Bank Integration and cash management applications improve security with fraud prevention tools, such as vendor bank account approval workflows, tailored security roles with dynamic role separations and in-journal approvals. Advanced security protocols counter fraud and money laundering.
It also saves a great deal of time!
D365 Workflows & Security
As with everything we do when developing a new application or feature, we follow Microsoft’s standards to create a product that leverages or builds on existing functionality within D365. This means that users continue to use tools that they are familiar with, enhanced maybe but the principle look and feel always follows the fundamental development guidelines of Microsoft.
Dynamics workflows and security can be used within the AX Software Bank integration and cash management application so users will be configuring D365 using a familiar tools and features.