Menu
Course Catalog
My Quizzes
Learning Paths
Job Aids
Webinars
FAQ
Contact Us
Sign In
Finance
Home
Course Catalog
Finance
Implementation Consultant
F050 Basic Financial Configuration
By completing this course, you will learn how to create a company in an out-of-the-box tenant and configure the general ledger. You will also learn how to set up credit terms, cash management functionality, accounts payable, and accounts receivable.
F100 Financial Basics
The Acumatica Financial Basics course will walk you through the use of the financial functionality of Acumatica ERP for the basic business processes in General Ledger, Cash Management, Accounts Payable, and Accounts Receivable.
F130 Prices and Discounts
By completing this course, you will learn how to maintain sales and vendor prices in Acumatica ERP. You will also learn how to configure and apply customer discounts.
F140 Credit Control
By completing this course, you will learn how to configure and analyze credit verification rules, prepare dunning letters, prepare customer statements, apply overdue charges to documents, process direct write-offs and payments with write-offs. You will also learn how to manage the credit status of customers.
F230 Subaccounts, Budgets, and Allocations
By completing this course, you will learn how to configure subaccounts in the system and process transactions with subaccounts, how to set up budgets and perform various tasks with budgets, as well as how to configure allocation rules and run allocations.
F300 Intercompany Transactions
By completing this course, you will learn how to configure companies with branches in Acumatica ERP and process interbranch documents in the system.
F310 Advanced | Fixed Assets
The Acumatica Financials: Advanced | Fixed Assets course will walk you through configuration and use of the Fixed Assets module for maintaining fixed assets. The course consists of a hands-on guide that will walk you through the specifics of each of the topics.modules.
F320 Advanced | Contracts
The Acumatica Financials: Advanced | Contracts course will walk you through configuration and use of the Contract Management functionality of Acumatica ERP.
F330 Advanced | Sales Taxes
By completing this course, you will learn how to set up and use the Taxes subledger of Acumatica ERP for maintaining sales and use taxes.
F335 Advanced | Value-Added Taxes
The Acumatica Value-Added Taxes course will walk you through the configuration and use of the Taxes functionality for maintaining VAT taxes. The course consists of a hands-on guide that will walk you through the specifics of each of the subjects.
F340 Advanced | Multicurrency Accounting
By completing this course, you will learn how to set up and use the Currency Management subledger of Acumatica ERP for managing multiple accounting currencies and performing operations with them.
L100 Payroll Implementation
By completing this course, you will learn how to configure the payroll functionality in Acumatica ERP. and prepare the system for the processing of payroll documents. You will configure earning types, PTO banks, deductions and benefits, unions, and workers’ compensation codes. Also, you will learn how to specify employee payroll settings necessary for the calculation of paychecks.
End User
Basic Financials
The end-user Basic Financials course consists of five parts, each part providing a set of lessons that illustrate the basic financial management processes in a midsize company.
Intercompany Transactions
This course introduces the types of organizational structures that can be configured in Acumatica ERP, the configuration of interbranch balancing transactions, and the processing of interbranch transactions.
Prices and Discounts
The end-user Prices and Discounts course will learn you how to configure various types of sales prices and customer discounts, as well as how to create a sales price worksheet and a vendor price worksheet. You will learn to apply correct sales prices and customer discounts to AR invoices and sales orders, to update sales prices and customer discounts, and to analyze GL batches the system creates when posting a document with discounts.
Menu