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General Ledger (FIN-120)


Description

The General Ledger is the core of the Acumatica Financial Management Suite. This course is split into three sections:

1) General Ledger Configuration
2) General Ledger Functions
3) Financial Year Closing

This course will also introduce you to screens and workflow that will be repeated in other modules, so be sure to complete the appropriate practice activities in a demo environment.

Content
  • General Ledger Configuration
  • GL Preferences sample
  • Setting Up the Financial Year sample
  • Generating Financial Periods
  • Activating Financial Periods
  • Quiz: GL Configuration
  • General Ledger Functions
  • Customizing Tables in Acumatica ERP
  • Creating a Batch
  • Releasing and Posting Batches
  • Reversing a Batch
  • Making an Auto-Reversing Batch
  • Searching for a Batch
  • Creating a Recurring Batch
  • Quiz: GL Functions
  • Financial Year Closing
  • Reviewing the Trial Balance
  • Generating the Transactions for Period Report
  • Generating the Transactions for Account Report
  • Closing a Financial Period
  • Closing a Financial Year
  • Posting a Transaction to a Closed Period
  • Quiz: Financial Year Closing
  • General Ledger Course Survey
  • How did we do?
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever