F200 Financials: Intermediate 6.0

Home Course Catalog Financials F200 Financials: Intermediate 6.0

What's new in this course

The course has been updated as follows:

  • The guide is now actual for 6.0 version of Acumatica ERP.
  • Now you have to configure two companies instead of three for completing the training. The company with the F200TBImported data has been eliminated from the course. You have to prepare the snapshot in Settings only mode in the company that you use for completing Parts 2 – 7. Then you need to restore the prepared snapshot and migrate data to this company.
  • Changes that were described in the Changes from 5.0 to 5.2.pdf have been added to the training guide.
  • The Consolidate Posting to GL feature has been replaced by the Generate Consolidated Batches check box, which is now located on the General Ledger Preferences (GL102000) form.
  • Lesson 21: Now you need to enable the 1099-MISC Reporting Entity check box for the SOFT and COMP branches to be able to review 1099 reports for these branches.
  • Minor corrections, improvements and updates have been made throughout the guide.

The Acumatica Financials: Intermediate course will walk you through advanced configuration, data migration, and advanced business processes in the General Ledger, Cash Management, Accounts Payable, and Accounts Receivable modules.

Through the step-by-step examples provided in the guide, the course explains how to perform the following tasks in Acumatica ERP:

  • Configuration of related companies with intercompany transactions
  • Import of trial balances, general ledger transactions, AR and AP documents, and lists of vendors and customers
  • Classification of income and expenses
  • Budgeting
  • Allocations between general ledger accounts
  • Unrecognized payments processing
  • Import of bank statements and bank reconciliation
  • Tracking payments to 1099 vendors
  • Maintenance of vendor prices
  • Processing corporate card payments to vendors
  • Maintenance of customer prices and discounts
  • Processing customer payments by credit card