This week I passed the F140 Advanced Cash Management (V4.0) course. It's a pretty short course and it didn't take too long. The payment reclassification feature stood out to me this time around. It's nice that you can get all your deposits entered even though you might not know who the customer is, then associate the customer later if needed. This way you can easily do daily bank reconciliations every morning, even if you don't have all the information for each deposit. … [Read more...]

This week I passed the F130 Advanced Accounts Payable (V3.0) course. I like that you no longer need to schedule an appointment with an instructor in order to take the exam. You can just answer the exam questions while logged into the Acumatica University website. Then, once you pass, your certificate appears immediately next to the course name on the Achievements tab. While going through the course features, I noticed the Approve Bills for Payment (AP502000) screen which I hadn't noticed … [Read more...]

Tonight I passed the F120 Advanced Accounts Receivable (V3.0) course. I had some trouble with the customer statement feature in the beginning because it seemed to me that you could create multiple customer statement cycles for the same set of customers. It wasn't clear to me that you have to assign a customer statement cycle to a customer in order for it to do anything. I was using the Prepare Statements (AR503000) screen and things seemed to be processing fine, but when I would go to Print … [Read more...]

I'm starting to gain a little bit of momentum in getting through the Acumatica University courses correctly. Tonight I passed the F110 Advanced General Ledger (V3.0) course. One of the things that stood out to me this time around is the hard closing of sub modules. The product that I currently use (Sage 500) is just now finally incorporating this into their current version (7.5). It's nice that Acumatica is including this from the beginning. I wanted to test that the hard closing of sub … [Read more...]