End-User Course: Basic Financials 2023 R2
This course consists of five parts, each part providing a set of lessons that illustrate the basic financial management processes in a midsize company. This course is valid for Acumatica ERP 2023 R1.
Part 1 illustrates the basic operations in the general ledger and guides you through the process of creating and posting GL batches.
Part 2 deals with the accounts payable process and guides you through creating AP bills, payments, prepayment, and checks.
Part 3 deals with the accounts receivable process and guides you through creating AR invoices, credit memos, illustrates how to prepare customer statements.
Part 4 illustrates the process of reconciling a cash account with a bank statement, which is a preparation step for period-end procedures.
Part 5 explains how to close, lock, unlock, and reopen financial periods and illustrates how to generate a financial calendar for a new financial year.
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The video shows you the common process but may contain less detail than the guide has. If you want to repeat the activity on your own or you are preparing to take the certification exam, we recommend that you follow the instructions in the guide.