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Topics for this week include Cash Returns, Payments and Applications, Bank Fees, Budget, Contra Accounts, Negative Balances, Training Databases, Drilldown and Scrubbing Velixo Reports for Printing
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Fixing Velixo Error Messages on Updates and Spilling, Sorts and Filters, Export and Import of Budget Data, and AP and AR Ageing Reports on First Month after Conversion
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Vendors with Multiple
Locations, Search feature, Inventory ID, connecting to Velixo and Box Folder –
Acumatica Team – Shared for All for report specs and process manuals
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Partial Payments Application; Reversing Migrated Checks, Bank Reconciliation Report, Data Views, Generic Inquiries, Velixo Updates
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Discussion on updates and how to prepare the following reports in Acumatica: 1099 Reporting, Year End Reporting (ADTT) and PPP Reporting.
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