In this week’s video, we will describe and explain the differences in the information included in the following: OP117, OP New and 2-year Activity Reports, see the different scenarios in the application of debit and credit memos, payment and adjustments to single or multiple invoices, importation of bank statement information, understand your role as finance staff in setting up your association workflow and approval maps, and how to attach (or drag and drop) a document to a transaction record within Acumatica for storing, sharing and easy retrieval of information.
Video Recording:
