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Draft for UGM catalog page 2022

Acumatica User Group Meetings for 2022

Dates

Description
September 15, 2022 We start-off on a few announcements such as reminder of the upcoming Federal year-end, what to do when receiving Velixo updates, requesting access to Sandbox through the Acumatica helpdesk, and clarifications on Smith Lever accounts. Next is we differentiate the Closing and Locking of financial periods and how it should be part of your month-end process review to prevent final numbers from moving. Greater part of the meeting is allotted on Fixed Assets (FA) Module, how it automates the process of converting FA purchases into unique Assets IDs whether for Capitalized or Non-capitalized assets. How the Asset ID links to its transactions (from purchase, depreciation to disposal) and how it allows tracking by account, by program, by custodian or by however way you need to. A more detailed process manual is available in Box Acumatica Team folder.
June 23, 2022 The meeting starts with going over the differences between cash return and cash refund, and how to process in the system. We provide more tips and tricks that are timesavers through activating/inactivating Non-stock Items, setting prompts in Distribution Sets for Payroll, reviewing default GL accounts in Vendors, grouping Release of Transactions and maintaining Financial Periods.  There is also a quick showing on the future rollouts on the new User Role for IT in Fixed Assets as well as the ED’s electronic sign off of bank statements in Reconciliation Statements.
May 26, 2022 As we head over to budgeting cycle, we will show how the Budget tool in Acumatica can simplify and streamline your budgeting process.  In this recording, we will show how to create a budget in Acumatica, export an existing budget to Excel to enable easier editing and how to import back to the system. Find out what reports are available to help to detect coding errors in your budget as well as other financial reports.
April 21, 2022 We start off with showing features of the Fixed Assets (FA) module such as recording an asset through AP, using Distribution Sets in FA, posting key details that will allow for easier tracking of all your fixed assets, whether capitalized or non-capitalized, in one centralized system. Next are what to do when you get a Velixo Upgrade message, activation of the Reclassification History tab, discussion on Close and Lock to manage financial periods, procedure to rollout FA for your association and steps on how to request a Cornell Sponsored NetID for Acumatica access to Board Director and Auditors.
March 17, 2022 The meeting today covers Lease information.  You may find copies of the presentation in the Box Folder – Acumatica Team – Shared with All.
March 3, 2022 We start with a review on the structure of CCE System and how we can collectively protect the system from financial risks. We follow with Box updates such as how to install Box Drive in your computer for easy access, and how to control Box notification emails.  We also share where to find the data stewardship document created by IT.  It outlines the importance of securing scanned documents, the different types of high-risk data, among others.  We also go through the review of entries made due to change in Fixed Assets threshold, suggested ways to maintain documentation of restricted donations accounts and how and where to gather data for PPP reports – particularly labor data.  See more…
February 17, 2022 We start off this week on a short overview on how to get an image from your computer screen by using the Snip and Sketch Tool, use of Redact in Adobe to hide or remove sensitive and confidential information from your documents, a short lookback on Distribution Sets and how you can use Vendor Locations to organize documents as you upload in Acumatica.  We also discuss the implementation and the need for disclosure on the changes in Fixed Assets Form Code, use of Contra Accounts and why is it crucial to perform Close Financial Period on a regular basis.
February 3, 2022 It is a short meeting due to Year End Closing. In here, we show how to fix and reset your Favorites page if it was affected by the version update.  We also discuss changes that we are going to request from Acumatica such as a Reject option in the transaction approval process, option to print checks in alphabetical order and workflow for banking transactions.  Check out the updated FORM Code 801 that will be released soon. Lastly, we talk about that the requirements to look out for in our Year End Reporting.
January 20, 2022 With the version update of Acumatica early this week, we discuss the resulting changes in settings, where some functions have shifted to, and how to reset templates and/or your Favorites page.  Next, we touch on the updates on 1099 forms – what information to review and how to align the report for printing.  New updates are on for the 2021 YE Reports which will provide you the tools on double-checking the calculations between the different reports and how the reports can be a tool for better financial management.  Lastly, we show the different ways to looks for the list of AR and AP approvals assigned to a user.
January 13, 2022 Tutorial on the basics of Adobe Acrobat Pro DC.
January 6, 2022 We start off the meeting with instructions on 1099 printing and reporting, reminder to upload 2022 Budget and other required information in Acumatica as outlined in FORM Code 804, adjustments in Fixed Assets YE Report to reflect the new FA threshold guideline, fixing recurring entries, and new releases in YE Reports.

 

Acumatica User Group Meeting, March 17, 2022

Watch to learn about the latest information on Lease Accounting.  You may also find copies of the presentation in the Box Folder – Acumatica – Shared with All.

Video recording:

Acumatica User Group Meeting, March 3, 2022

We start with a review on the structure of CCE System and how we can collectively protect the system from financial risks. We follow with Box updates such as how to install Box Drive in your computer for easy access, and how to control Box notification emails.  We also share where to find the data stewardship document created by IT.  It outlines the importance of securing scanned documents, the different types of high-risk data, among others.  We also go through the review of entries made due to change in Fixed Assets threshold, suggested ways to maintain documentation of restricted donations accounts and how and where to gather data for PPP reports – particularly labor data.

Moving to Acumatica, we show how you can check, if and, when a period is closed, and how this information is now indicated in the Financial Reports.  There is also a short demonstration on Fixed Assets module – how to track non-capitalizable assets in Acumatica, procedure to record Fixed Assets, convert Fixed Assets from Accounts Payables and automation of depreciation expenses.

We also have a short discussion on future plans of providing an in-depth training of Fixed Assets, rollout of Expense and Approvals Module and Purchase Order Module.

Video recording:

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Acumatica User Group Meeting, February 17, 2022

We start off this week on a short overview on how to get an image from your computer screen by using the Snip and Sketch Tool, use of Redact in Adobe to hide or remove sensitive and confidential information from your documents, a short lookback on Distribution Sets and how you can use Vendor Locations to organize documents as you upload in Acumatica.  We also discuss the implementation and the need for disclosure on the changes in Fixed Assets Form Code, use of Contra Accounts and why is it crucial to perform Close Financial Period on a regular basis.

Video recording:

 

Acumatica User Group Meeting, February 3, 2022

It is a short meeting due to Year End Closing. In here, we show how to fix and reset your Favorites page if it was affected by the version update.  We also discuss changes that we are going to request from Acumatica such as a Reject option in the transaction approval process, option to print checks in alphabetical order and workflow for banking transactions.  Check out the updated FORM Code 801 that will be released soon. Lastly, we talk about that the requirements to look out for in our Year End Reporting.

Video recording:

 

Acumatica User Group Meeting, January 20, 2022

With the version update of Acumatica early this week, we discuss the resulting changes in settings, where some functions have shifted to, and how to reset templates and/or your Favorites page.  Next, we touch on the updates on 1099 forms – what information to review and how to align the report for printing.  New updates are on for the 2021 YE Reports which will provide you the tools on double-checking the calculations between the different reports and how the reports can be a tool for better financial management.  Lastly, we show the different ways to looks for the list of AR and AP approvals assigned to a user.

Video recording:

Acumatica User Group Meeting, January 6, 2022

We start off the meeting with instructions on 1099 printing and reporting, reminder to upload 2022 Budget and other required information in Acumatica as outlined in FORM Code 804, adjustments in Fixed Assets YE Report to reflect the new FA threshold guideline, fixing recurring entries, and new releases in YE Reports.

Video recording:

Acumatica User Group Meeting, December 9, 2021

We start off the meeting by showing how to check on the Velixo version installed in your computer, 1099 updates, upcoming changes in the submission of Area program reports through a central storage, and how to monitor 224 fundings.  We then go to a more in-depth look on your budgets in the Acumatica Budget Module: how to look for a budget, create or how to make edits and adjustments within the system.  We also get a sneak peek on the Purchase Module for rollout in 2022.

Video recording:

Acumatica User Group Meeting, October 28, 2021

For this week, we have presenters from Oneida and Nassau that willingly shared how their respective Association manage the digitization of documents.  They explain in detail how they scan, categorize, collaborate, secure and upload files to Acumatica, and how it all comes together.  Listen to see what best fits for your Association.  Another topic that was discussed is how confidential and sensitive data are restricted to certain users in Acumatica.

Video Recording:

Acumatica User Group Meeting, October 14, 2021

For this week, see how AR and AP approval process works, how it can enable your association to have a system in place to ensure that each payment is reviewed, approved or rejected by authorized person/s in a timely manner.  What you can do in an event that an approver is unavailable, and how you can track the progress of the approval process.  Find out how to utilize Non Stock Item as a faster way in selecting the correct Sub-account and a way to reduce errors in reporting. Also discussed this week is the next steps for Fixed Assets module and the approach  that other associations uses to organize files and documents for attaching and storing in the system.

Video recording: