General Ledger
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
- GL Preferences (video above)
- Setting up the Financial Year
- Generating Financial Periods
- Activating Financial Periods
- Customizing the Screen Grid 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
- 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