Trainings

Today’s session covers the process of identifying, managing, recording, and reporting of the Unclaimed Funds to ensure that we comply with state regulations. Video recording:

The training session for today is about Financial Ratios and Non-Financial Asset Contributions. The first part offered valuable insights that equipped us with better financial oversight and decision-making while the second part provided a ...
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In this session, we discussed the process of creating new asset and CIP disposal in Fixed Assets.  Additionally, there was a short presentation on Expense and Approvals module focusing on User expense submission. Video ...
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Bonnie Backman and Donna Gatto shared about how CCE Oneida transformed from using traditional paper setup into digital format.  Watch to see how they went about maximizing available tools and resources like Adobe, Box ...
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In this video, we will discover tips, techniques, and shortcuts available in Acumatica that will help save time and streamline our workflow. Video recording: 

For today’s training, we cover the fundamental concept of Restricted Contributions.  For those who might have missed in the chat box, here are the best practices and actionable tips shared by others: Upload the ...
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Discussion on the new features and new reports on the month-end financial reports as well as introduction to reporting tool to help in tracking State 224 expenses. Video recording:

The presentation for today is on the latest updates on the Year-end checklist and reporting.  You may find the materials related to Year-end in Box – Acumatica Team – Shared with All – 2023 ...
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Today, we have Patrick Ference, CCE Compliance Review Manager talk about the 2022 Compliance Review findings and common errors.  Also provided are steps and recommendations to help reduce the risk of errors and help ...
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Today’s meeting is a demonstration and guidance on creating and managing budget information in Acumatica. We show the different ways of loading budget such as importing from an Excel file or moving amounts from ...
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