For this week, we discuss the different methods to enter budget numbers in the system, the available budget report layouts, examine the difference between an ED and finance screens and ways to share and ...
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For this session, we discuss the changes in the new IRS rule in filing Tax Forms 1099 and 1096 as well as present the different filing methods. We would like to thank Gretchen Uhler ...
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After a short review of the Annual Comparative Summary Budget Report, this meeting is mostly a refresher on the Fixed Assets Module after a year of going live. We review recording of new transactions, ...
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First item of the agenda is the completion of the automation of the Bank Reconciliation process with the Executive Director’s electronic signoff. Procedure of this important step is available at the Shared with All ...
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Pam Mattone Jerzak and Heather Blinn of Finance Extension Administration joined us to explain the timing and information related to the generation of the different billings/or invoices from campus and provide instructions on how ...
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It’s all about the monthly checklist for this meeting. While we have a standard checklist, we have three presenters who shared their own customized checklist to ensure that no task is forgotten. We would ...
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For this week we have a series of quick tips and shortcuts to help you save time and use Acumatica more effectively: The financial report specs were created with built-in verification. We show how ...
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Today, we present the updates on the month-end checklist shared in the Acumatica Box folder. We walkthrough the new tabs and reports to assist in cross validation of balances. We also had Craig Haseley, ...
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We revisit the loan amortization schedule for operating leases then we walkthrough the various reports for submission in the Year-End Reporting Package. We describe what to prepare and look out for (specially on accounts ...
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Listen on the latest development on the FASB Guidance on Lease Accounting. We detail the new guidance’s complexities and how it applies to the Associations. If you are having difficulty in moving forward with ...
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