Financial Budgets in Acumatica | Acumenica Engineering Training Series
In this Acumatica Financial Budgets Training, learn how to create, manage, and analyze financial budgets within Acumatica ERP. This detailed walkthrough by Acumenica Engineering explains the complete budgeting process — from simple single-level budgets to complex hierarchical budget structures — helping you take full control of your company’s financial planning and reporting.
This live training session is part of the Acumenica weekly Acumatica training series, designed exclusively for Central Nervous Systems (CNS) clients. Each Thursday, the Acumenica Engineering team delivers in-depth sessions covering Acumatica’s core financial, project, and reporting features.
💡 In this Financial Budgets in Acumatica training, you’ll learn:
✅ The difference between project budgets and financial budgets
✅ How to create financial budget ledgers in Acumatica
✅ Understanding budget types, ledgers, and branches
✅ How to build and manage simple (single-level) budgets
✅ How to create complex (hierarchical) budgets across companies and branches
✅ How to import and compare budgets using Excel or existing ledgers
✅ How to release budgets to make them available for financial reporting
✅ How to distribute budget amounts evenly or proportionally across financial periods
✅ How to compare budgets vs. actuals on financial statements
✅ Common budgeting best practices in Acumatica for multi-company environments
The instructor demonstrates these steps inside Acumatica’s Financial module, showing how to configure ledgers, assign currencies, import data, and distribute amounts efficiently. You’ll see how to manage multiple budget scenarios — such as seasonal vs. straight-line budgets — and how to ensure your financials reflect real-time, accurate planning data.
🎯 Who should watch:
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CFOs, Controllers, and Financial Managers using Acumatica ERP
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Accountants and analysts managing budget-to-actual comparisons
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Acumatica users responsible for financial setup and planning
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Project and operations teams needing insight into company-wide budgets
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Companies using Acumatica Construction Edition or Project Accounting
Future sessions include Custom Features in Acumatica and Report Builder and Report Creation.
Keywords:
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