The Cash Manager Configuration exercise occupied page 36 to 68 in the 157 page .pdf file that I downloaded from Acumatica University.
Nothing too earth shattering here. Lots of setup options: what payment terms are valid for which cash accounts, how to link a GL account to a cash account, whether or not an account is used in AP/AR/Remittance, and even whether or not to upload a check signature image.
There were a few mistakes in the training guide which gave the wrong screen ID or the wrong path to a screen, but nothing too major that I wasn’t able to figure out.
So far, the configuration setup reminds me of Dynamics GP because you have the ability to control things at a very granular level. This is a surprise to me because I expected that these kinds of options would come later in the life of the application. For example, the fact that you can associated which cash accounts a payment method can be used with is a feature that I didn’t expect to see.
Also, I noticed that the check form had the same screen ID format as the other screens. I was able to type in the screen ID using the trick listed here and it took me right to the check form. Yet another cool feature of a web-based application. I could reference a screen in an Excel file, a Word document, a SharePoint page, etc. and clicking the link would take me directly to my screen. I’ll experiment later, but I’m wondering if I might also be able to embed data in the URL so that a link would not only open a specific screen, but also fill in certain fields on that screen.