Settle transactions between ledger accounts


This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

Use the Ledger settlements form to settle transactions between ledger accounts.

  1. Click General ledger > Periodic > Ledger settlements.

  2. In the upper pane, select a transaction to settle.

  3. Click Include.

  4. Repeat steps 2 and 3 until the Balance field shows 0.00.

  5. Click Accept.


To move a line from the lower pane to the upper pane, click Exclude.

See also

Cancel a ledger settlement

Ledger settlement transactions (form)