Video recordings of the training given to pilot associations from July 14-15, 2020 covering the following:
Part 1 and 2 July 14, 2020
Overview
Log-in to Acumatica
Finance
- add recurring entries, add journal transactions, add sub-accounts, reclassify transactions, budgets (control accounts, write back), review how data entry affects reporting
- Reporting – financial statements, trial balance, transaction listing, demo Velixo
- Go-Live notes for G/L
Accounts Payable
- add vendors, enter bills, apply payments, print checks, add adjustments, process recurring entries, W-9/1099, reports, review how data entry affects reporting
- Discuss workflow process for A/P (vouchers, scanning, attaching and documentation of process), discuss PO
- Go-Live notes for A/P
Part 1
Part 2
Part 1 and 2 July 15, 2020
Accounts Receivable
- add customers, enter invoices, apply receipts, print invoices, enter cash sales, add adjustments, process recurring entries, reports, review how data entry affects reporting
- Discuss workflow process for A/R (entering cash receipts, scanning, attaching and documentation of process)
- Go-Live notes for A/R
Bank
- reconcile statements, add transactions, add fund transfers, create bank deposits, import bank statements
- Go-Live notes for Bank
Miscellaneous
- Demo Dashboards
- Expectations for the pilot counties to do/document/feedback
- review workflow processes and documentation
- What’s not working?
- Wyoming’s Go-Live notes/checklist
- Up to date workbook — conversion checklist for Jefferson, Ulster and LOF to use for go-live
- Schedule a zoom(s) follow-up (parking lot)
- Velixo
- Training “approvers”
- Month end Process
- Entering Payroll
Part 1
Part 2
