Acumatica Financial Statement Creation Training | Chart of Accounts, Report Definitions, and Row & Column Sets
Welcome to Central Nervous Systems’ Acumatica Training Series, where we provide weekly hands-on lessons designed to help businesses master Acumatica ERP. In this session, we’re diving into one of the most powerful tools within Acumatica — Financial Statement Creation.
This in-depth tutorial covers everything you need to know about building and customizing financial reports in Acumatica, including Chart of Accounts, Account Classes, Report Definitions, Row Sets, Column Sets, and Unit Sets. Perfect for controllers, accountants, financial analysts, and Acumatica administrators, this session walks you step-by-step through how Acumatica structures financial data and how to configure professional balance sheets and income statements directly within the system.
💡 In this Acumatica Financial Statement Creation class, you’ll learn:
✅ How to create and organize your Chart of Accounts and Account Classes for optimal reporting
✅ How to design and edit Financial Statement Definitions in Acumatica ERP
✅ How Row Sets and Column Sets determine what data appears and how it’s displayed
✅ How Unit Sets add flexibility for multi-branch or department reporting
✅ How account types (Assets, Liabilities, Income, Expenses) determine report direction and sign
✅ How to use best practices for account numbering and grouping to simplify financial reporting
✅ How to customize Balance Sheets and Profit & Loss (P&L) statements for your organization
✅ Common configuration mistakes and how to avoid missing accounts in reports
All training sessions are recorded and available on-demand for CNS clients at acumaticaengineering.com/maintenance-classes. You can also view the full yearly training schedule at acumaticaengineering.com/acumatica-training.
This course is ideal for teams looking to gain full control of financial data and leverage Acumatica’s robust reporting capabilities to create real-time, accurate financial statements.
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